Business Details
20 Years
experience
Virtual Accounting Services for Small Businesses
Founded in 2006, Greenleaf Accounting Services was established to empower small business owners by transforming financial management into a seamless, stress-free experience. Our team specializes in virtual bookkeeping and accounting, leveraging advanced tools like QuickBooks Online to deliver precise financial reporting, efficient bill payment systems, and proactive invoicing solutions. With decades of combined experience, including certifications as QuickBooks ProAdvisors, we prioritize clarity and education, ensuring clients understand their financial health to make informed business decisions.Our virtual model accommodates clients nationwide, from Boston to Anchorage, while maintaining personalized service. Testimonials highlight our reliability, expertise, and ability to streamline financial operations, allowing clients to focus on growth. We pride ourselves on building long-term partnerships, evidenced by our 98% client retention rate and numerous referrals from satisfied business owners.
Services
Bookkeeping
Bill Payments
Invoicing
Financial Reporting
Receipt Management
Vendor Payments
1099 Tracking
Job Costing
Tax Preparation Support
QuickBooks Training
Details
- Year established: 2006
Highlights and features
- We offer 16+ years of specialized bookkeeping expertise since 2006
- Our team includes Advanced Certified QuickBooks Online ProAdvisors
- We implement automated financial systems that save clients 10+ hours monthly
- Virtual services available nationwide with personalized support
- 98% client retention rate demonstrates consistent delivery of reliable service
What people say
Impeccable attention to detail
Transformed financial management into breeze
Proactive problem-solving
Expert QuickBooks knowledge
Invaluable business partner
Services
Bookkeeping
We maintain accurate financial records using QuickBooks Online, including account reconciliation and monthly reporting. Our system ensures real-time visibility into business performance while meeting compliance requirements. Clients receive customized reports to inform strategic decisions.
Bill Payments
Our automated bill payment system eliminates late fees through scheduled electronic payments. We manage vendor relationships and track expenses to maintain cash flow control while reducing administrative workloads for business owners.
Invoicing
We handle complete invoicing cycles from creation to collection, maintaining professional client relationships. Our proactive approach ensures timely payments and follows up on overdue accounts to protect cash flow.
Financial Reporting
We generate monthly financial statements and quarterly trend analyses to track business performance. Reports include cash flow statements, profit/loss summaries, and customized metrics that help owners understand financial health.
Tax Preparation Support
We prepare comprehensive year-end financial packages for tax professionals, including 1099 tracking and expense categorization. Our organized records streamline tax filing while maximizing deductible expenses.
People
Deb Howard Greenleaf
CEO & Principal
EA-certified accounting professional with 20+ years experience, Advanced QuickBooks ProAdvisor, and founder of Greenleaf Accounting. Specializes in small business financial systems and process optimization.
Liza
Staff Accountant
15+ years accounting experience including Assistant Controller role at CRI. Certified QuickBooks Online ProAdvisor focused on accurate financial reporting and system implementation.
Kelly
Staff Accountant
Former Credit Union Director of Accounting with MBA. Specializes in financial management systems and transitioning traditional accounting to digital solutions.
Questions
What accounting software do you use?
We primarily use QuickBooks Online, holding Advanced ProAdvisor certifications. We provide training and support for seamless software implementation tailored to your business needs.
How do you ensure data security?
We use encrypted cloud storage with multi-factor authentication. Financial data is protected through QuickBooks' enterprise security protocols and regular system audits.
Can you help with existing bookkeeping issues?
Yes, we specialize in correcting disorganized financial records. Our team implements systems to prevent future issues while providing ongoing maintenance.
What service levels are available?
Three packages: Solopreneur ($299/mo) for basic needs, Growing Business ($449/mo) with weekly updates, and Thriving Business ($949/mo) for comprehensive financial management.
How are communication and support handled?
We offer scheduled check-ins and prompt email responses. Clients receive regular financial updates with opportunities for one-on-one consultations to discuss business performance.
