Organized Finances. Confident Decisions.
Locket Financial works with smaller established businesses and growing companies that need dependable financial organization and ongoing bookkeeping support. As your business grows and your books become more time-consuming or complex to manage, we provide the consistent support needed to keep your financial records accurate, organized, and up to date.
Whether you need help getting your books back on track or want a reliable bookkeeper to manage them on an ongoing basis, we tailor our services to fit your business and provide the support you need without the cost or complexity of maintaining an in-house bookkeeping department.
Got Questions? We’ve Got Answers
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Getting started with Locket Financial is simple and straightforward. First, you’ll complete our contract form with some basic information about your business and bookkeeping needs. We’ll reach out to set up a time to review and analyze your books to determine what services and level of support your business requires. Once our review is complete, we’ll provide you with a same-day quote tailored to your specific needs.
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Yes. Locket Financial exclusively uses QuickBooks Online to manage and maintain your business’s books. You’ll need an active QuickBooks Online subscription, which keeps the account in your name and gives you direct access to your financial records at all times. If you are not currently using QuickBooks Online, we will guide you through getting set up in the platform.
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Absolutely! Locket Financial can help bring your books up to date and organize your financial records so you can move forward with accurate, reliable books. Cleanup pricing depends on the current condition of your books, how far behind they are, and the amount of time and work required to bring them up to date. We provide a free, no-obligation quote after reviewing your books, so you’ll know the cost before any work begins.
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The main difference is how often your books are updated and reviewed. Monthly bookkeeping provides more frequent updates, allowing you to stay current on your business’s financial activity, monitor performance, and identify potential issues sooner. Quarterly bookkeeping is a more streamlined option for businesses with lower transaction volume or less frequent financial activity, with your books updated and reviewed every three months. Quarterly clients also receive a 25% discount compared with monthly bookkeeping services. We can help determine which schedule is the best fit based on your business’s size, activity, and financial needs.
Ready to get started?
Please take a moment to complete the form below and tell us a little bit about your needs. The more we know about your business, the better we can understand how to support you and provide the right solutions.