About Us

Pretty Books offers accounting, bookkeeping, payroll, and financial controller services to small business clients around the country.

But we're more than just a traditional bookkeeper or typical accounting firm - we take a holistic financial operations approach, from setting up systems and consulting to identifying efficiencies and creating strategic growth plans for your business.

Pretty Books helps clients setup and train on bookkeeping and financial management. We offer complete oversight of financial data, bookkeeping, and local business tax preparation, all by integrating with our clients' existing technology solutions, such as QuickBooks, Stripe, Square, and many more.

Pretty Books offers the following services either as a bundled, monthly package or as one-time options:
- Financial Technology Consultation
- Modeling and Reports
- Accounting System Setup
- One-on-One and Team Training
- State and Local Tax Business Tax
- Payroll Setup and Processing
- Budgeting and Forecasting
- Cash Flow Management

Pretty Books thrives on meeting the client where their needs are, whether they are just starting out or are well-established and growing. We cater to:
1. THE SOLOPRENEUR: You are a single - owner tour de force, wearing many hats and working hard to build your business every day.
2. THE STARTUP: You've got big goals, plus a few employees by your side to help you tackle the workload.
3. THE GROWING BUSINESS: With a dozen-plus employees on your team, you are growth-focused yet budget-conscious.
4. THE ESTABLISHED BUSINESS: You are a well-oiled machine, operating a complex business with many employees and multiple locations.

We're a group of outside-the-box thinkers who work hard to help you visualize your data in a way that makes sense to you. We take accounting and make it work in your world, with your technology.

Products & Services
Accounting Setup & Training by Pretty Books
Accounting setup and training on business bookkeeping and financial management.
Cloud Accounting by Pretty Books
Complete oversight of financial data, bookkeeping and local business tax preparation.
Financial Technology by Pretty Books
Financial technology and software implementation, troubleshooting and reconciliation.
Recent Activity

Kristine from Pretty Books Answered this on August 24, 2020
This question is a little cliché. There is a lot more than just work and life to balance. There are different sectors to take into consideration. There is family and relationships, there's spirituality and internal reflection, there's community, personal health, learning, satisfying curiosity,... (more) This question is a little cliché. There is a lot more than just work and life to balance. There are different sectors to take into consideration. There is family and relationships, there's spirituality and internal reflection, there's community, personal health, learning, satisfying curiosity, being productive, professional goals, and fun and adventure. You have to balance it all in a way that works for you. Its about finding ways to be engaged in all these different sectors and managing your engagements in a way that is harmonious and makes you feel fulfilled.

Kristine from Pretty Books Answered this on August 24, 2020
Know your numbers. Get clear with your financials. Your business is an engine. You need to understand how it works to understand how to fuel it. Ask yourself these questions to get some clarity into your business: 1) Am I making any money? 2) When will my money run out? ... (more) Know your numbers. Get clear with your financials. Your business is an engine. You need to understand how it works to understand how to fuel it. Ask yourself these questions to get some clarity into your business: 1) Am I making any money? 2) When will my money run out? 3) Who do I owe money to? 4) Who owes me money? These questions are broad. It takes discipline and effort. If you find yourself puzzled, it might be time to get help.

Kristine from Pretty Books Answered this on August 24, 2020
There are two items to consider when thinking about your pay as a business owner. 1) Your legal requirements based on your tax structure If you are a Limited Liability Company and work and manage your business, you can take out money as a draw or guaranteed payments. If your LLC is... (more) There are two items to consider when thinking about your pay as a business owner. 1) Your legal requirements based on your tax structure If you are a Limited Liability Company and work and manage your business, you can take out money as a draw or guaranteed payments. If your LLC is structured as an S-corp, you are required to pay yourself through a proper payroll process as a W-2 employee. 2) How you see your pay in relation to your business. The legal methodology in how you pay yourself is important, but more importantly is how it fits within your business and profitability model. Do you see your payout as a return on investment? A wage for your labor? A direct cost to generate revenue for your business? Thinking about the relation of your pay is important in providing you clarity on the scalability and real cost to running your business. Remember, how your pay is recorded, whether as payroll or as a draw, it is usually for the purpose of tax reporting. Your pay as a business owner is not always recorded in such a way that reflects its nature in relation to the business, therefore it can easily be overlooked when evaluating the cost and levers of your business.

Kristine from Pretty Books Answered this on August 12, 2020
Identify what you need first. List your concerns from highest priority to lowest to get a sense of what it is exactly that you need from your accountant. Accounting is a huge profession. Anyone who does anything within the realm of crunching numbers can be called an accountant, and they aren't... (more) Identify what you need first. List your concerns from highest priority to lowest to get a sense of what it is exactly that you need from your accountant. Accounting is a huge profession. Anyone who does anything within the realm of crunching numbers can be called an accountant, and they aren't all specialized in the help you need. Identify your needs, look for a specialist experienced in those needs, and have as many conversations as you need to find a good fit.

Kristine from Pretty Books Answered this on June 11, 2020
We use Front for client management and requests. It works really well. It provides our client with the look and feel of email but allows our team to manage request timeline, assignment and collaborate.  (more) We use Front for client management and requests. It works really well. It provides our client with the look and feel of email but allows our team to manage request timeline, assignment and collaborate.