Bookkeeping Services | Wilsonville, Oregon
Bookkeeping that’s accurate, current, & actually usable
Bookkeeping can be a grind. If you are a solo entrepreneur, a creative business owner, or running a small team with 0 to 5 employees, it is easy for the books to slide while you focus on the work that brings revenue in.
Class Four Accounting’s Certified QuickBooks ProAdvisors handle the entry and organization of your income and expenses so you can spend more time growing your business and less time cleaning up transactions.
Schedule a Bookkeeping Assessment
What Goes Wrong
When bookkeeping is behind or inconsistent, it usually shows up quickly. Transactions pile up. Accounts are not reconciled. Expenses remain uncategorized, and reports start to feel like guesses rather than answers.
One of the most frustrating scenarios is paying an accountant yet still not knowing what they did. You still do not have financial statements. There is no clear deliverable and no clear communication.
Make It RightWhat “fixed” looks like
“Fixed” means your QuickBooks file produces usable data.
Your bank and credit card accounts reconcile cleanly. Uncategorized expenses get handled. Your books support monthly or quarterly financial statements and a consistent month-end close, so you can see a transparent, detailed financial picture.
When you need reports for a CPA, to sell your business, or to apply for a business loan, you can request tax-ready reporting on demand that is updated within the last 30 days.
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What’s included: Deliverables & Support
This service is designed to meet you where you are, whether you are brand new, behind, or ready for an ongoing bookkeeping partner.
For New or Existing Businesses
QuickBooks setup & assessments
If you are starting a business or inheriting a QuickBooks setup that “kind of works,” we begin with a comprehensive review and assessment to help confirm you are set up correctly from a compliance standpoint. That can include making sure the right boxes are checked, such as Federal EIN, Oregon BIN, workers’ comp needs, how you pay yourself, business bank account setup, and Oregon Secretary of State business registration.
financial statements & a month-end close
A detailed financial picture that includes inventory, loans, assets, liabilities, deferred revenue, shareholder loans and more.
We also provide financial statement reviews and analyses. If you need historical, in-depth analysis, we offer CFO-level work.
Catch-up bookkeeping
If you're behind, we help you catch up, especially during periods that tend to cause panic near tax time, such as Q4 and Q1.
Clean-up bookkeeping
If someone else did your books incorrectly, we clean them up and make the data usable. This includes sorting uncategorized expenses and reconciling bank statements and credit card statements so your reports reflect reality.
Billing & back-office support
Support beyond categorization and reconciliations. We handle client billing and invoicing, A/R and A/P processing, and collections.
Payroll support inside the books
We ensure payroll entries are correct and can connect to standard payroll tools, including Gusto, ADP, Paychex, and QuickBooks Payroll. We look at practical basics such as direct deposit and ensure employees can access the payroll portal.
Training & support
If you plan to have an admin take over bookkeeping later, we provide training and support to make the transition smoother. Some clients start here and later move into fractional CFO services.
Who Our Bookkeeping Services are for
This bookkeeping service is a strong fit for creative small businesses, solo entrepreneurs, and small teams in the SW Portland metro area who want clean books without having to work nights and weekends.
It is also an excellent fit for growing companies with $1M to $10M in gross revenue that prefer to outsource bookkeeping rather than build an internal process right now.
If you are nearing tax time and your books are behind, or if you took over someone else's books and they are not correct, this is precisely the kind of situation where catch-up and clean-up work pays off quickly.
How It Works
1
We start with an assessment. That is where we review what you have now, what is missing, and what needs correction, whether you are a new or existing business.
2
We confirm your QuickBooks setup and the compliance-related basics that affect clean reporting. We connect the right tools inside QuickBooks, like bank and credit card connections, emailed invoices, online payments, and recurring transactions, and we show you how to use them.
3
If you are behind or your books are messy, we move into catch-up or clean-up work. That includes reconciliation and cleanup to make the data usable.
4
For ongoing clients, we move into a consistent month-end close and deliver monthly or quarterly financial statements. When you need tax-ready reports for a CPA, a loan, or a sale, we can provide those on demand, updated within the last 30 days.
About Us
Why Class Four Accounting
You're not hiring us for buzzwords. You're hiring us because you want the books done, done correctly, and communicated clearly.
Class Four Accounting is led by Certified QuickBooks ProAdvisors who focus on assessments, clean setup, accurate entries, reconciliations, and deliverables such as financial statements and a detailed month-end close.
We also make sure the QuickBooks tools you are paying for actually get used, like bank and credit card connections, invoices, online payments, and recurring transactions, and we show you how to work with them.
Certified QuickBooks Pro
Experience with Companies Big & Small
Frequently Asked Questions
Not finding answers to your question? Contact us today.
Do I need a separate business bank account? When is the best time to set it up?
Yes. A separate business bank account makes bookkeeping cleaner and financial statements more trustworthy. The best time is as early as possible, ideally when you start the business.
How do I pay myself?
That depends on how your business is set up and whether payroll is part of your approach. As part of an assessment, we can ensure the bookkeeping supports your self-employment payments.
Do I need a payroll company?
Many small businesses use one, especially once employees are involved. We can connect tools such as Gusto, ADP, Paychex, or QuickBooks Payroll and ensure payroll entries are recorded correctly in QuickBooks.
Should I use QuickBooks Desktop or QuickBooks Online?
It depends on what you need and how you want to work, including tools like bank feeds, invoicing, and online payments. We can talk through the practical differences during your assessment.
Can I convert my QuickBooks Desktop account to QuickBooks Online?
Yes. QuickBooks offers an automated tool to support conversion.
How often should I reconcile bank and credit card accounts?
Reconcile consistently so errors do not stack up. Monthly is common, and some businesses need it more often depending on volume.
Do you do one-time projects, or is an annual contract required?
One-time projects are available, including catch-up and clean-up work. No annual contracts are required, and there is a discount for yearly payment.
Find Bookkeeping Clarity
If you want bookkeeping that is accurate, current, and easy to use, start with an assessment and we will map the cleanest path forward.