Professional Accounting and Bookkeeping Services

BRIDGING THE GAP BETWEEN

BUSINESS OWNERS AND THEIR CPAs

SOLUTION-ORIENTED ACCOUNTING AND BOOKKEEPING WITH A HUMAN TOUCH

Three women are sitting at a wooden table in a cozy room, engaged in a discussion with a laptop, notebooks, and coffee mugs.

We often say that we're "professional hand-holders."

Accounting and bookkeeping can be very intimidating and overwhelming, especially if numbers aren't your thing.

We diligently navigate the financial currents, assembling and reporting the details that shape your daily decision-making. Our collaborative approach allows you to focus on expanding and enjoying your business.

Our trained bookkeepers will walk you through it, holding your hand financially, with every step.  

Our Services

  • A woman with long wavy blonde hair sitting at a wooden desk, working on a silver Apple MacBook laptop in a meeting room with beige walls, white trim, and a red and gold flag in the background.

    BOOKKEEPING MAINTENANCE

    Full-service monthly bookkeeping packages.

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    BOOKKEEPING CLEAN-UP

    Pre-paid packages to clean up your financial records and update your accounting in general.

  • Two women are having a conversation at a cafe table, with a laptop and coffee mugs.

    COACHING

    Tailored coaching packages on best bookkeeping practices.

OUR CLIENTS

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Running a business is hard enough without wondering if your books are right. That’s where we come in.
We help small business owners (typically with fewer than 100 employees) stay organized, informed, and confident about their numbers — without the overwhelm.

Whether you’re a property manager, a salon owner, a contractor, or a landscaper, we believe every small business deserves clarity and peace of mind.

Serving Professionals in a Wide Range of Industries

  • "Great communication and well-designed processes truly set Lakesite Accounting apart! They are proactive, incredibly easy to work with, and always make sure everything stays on track. Their team is amazing, and I couldn’t be happier to recommend them to any business looking for reliable and organized bookkeeping."

    -Katie Bledsoe

  • "I love working with Heather! We use Xero online accounting program and I was having a difficult time finding an accountant that uses something besides QuickBooks. Heather accepted the challenge to not only get our books in order but also learn a new accounting program! I also like the fact that Heather does not do tax preparation - it seems like communication drastically slows down during tax season with tax preparers. Heather has always responded in a timely manner. She is extremely efficient, helpful, personable, knowledgeable, professional, and just a joy to work with! I highly recommend her."

    -Janet Clements

  • "I've worked with Heather for a little while now. She is professional, gets back to me in a prompt manner and knows her stuff. If you're in need of bookkeeping services, I strongly recommend Heather and Lakesite Accounting."

    -Bart Greenberger

  • "We've been clients of Lakesite Accounting since November 2022 and we've made consistent progress with our debt and finances because of their guidance. We can't recommend them enough!"

    -Holli Denmark

  • "If you need a non-judgmental financial coach, these are your people. They have given me the confidence to do my own thing but within reason. I have always been afraid to ask for help in this area, but they have made me feel accomplished. Thank you, team!"

    -Cheryl Hyde

  • "I’ve had the pleasure of working with the team at Lakesite Accounting in a professional capacity and have been impressed with their responsiveness and professionalism. They clearly care about doing things the right way and are great to work with. Highly recommend."

    -Jacob Underwood

OUR TEAM

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Meet the Faces Behind the Books!

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We are a well-rounded team of seven, located across three states.

Each of our highly-trained bookkeepers hold a ProAdvisor certification from QuickBooks Online, and have bookkeeping and accounting experience in various industries.

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Get in touch.

hello@lakesiteaccounting.com
Call/Text: 828-581-1269

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