Accurate, Reliable, and Personalized
Bookkeeping Solutions
At White Phoenix Bookkeeping, we believe every business deserves accurate financials and peace of mind. We specialize in helping entrepreneurs and small business owners stay on top of their numbers so they can focus on growth.
Monthly Bookkeeping & Ongoing Support
What's Included
The goal of monthly bookkeeping is to give you clear, reliable financial records every single month so you can make decisions with confidence. Instead of waiting until tax season to find out where you stand, you’ll always have an accurate picture of your income and expenses.
Every month, this service includes:
✅ Bank & credit card reconciliation
✅ Expense categorization
✅ Ongoing clean-up of errors or missed entries
✅ Monthly financial reports that make sense
Why It Matters for Your Business
Too many business owners find themselves flying blind—relying on bank balances instead of financial reports. Maybe you’ve stayed up late trying to make sense of receipts, or you’ve pushed off bookkeeping until tax season only to feel overwhelmed and stressed. Without a consistent system, it’s easy to lose sight of where your money is really going.
With monthly bookkeeping in place, you gain peace of mind. You’ll always know if your business is profitable, where you can cut costs, and whether you’re prepared for upcoming expenses. Instead of surprises, you’ll feel in control.
Myths & Misconceptions
Myth 1: “Bookkeeping is just data entry.”
In reality, bookkeeping is about ensuring accuracy and context—clean numbers you and your CPA can rely on.
Myth 2: “I can wait until tax season to do my books.”
Tax season becomes stressful and costly without organized monthly records. Regular bookkeeping keeps things painless.
Myth 3: “I can manage bookkeeping the same way I balance my personal checkbook.”
Business finances are more complex. Without categorization, reconciliations, and compliance in mind, mistakes can cost you time and money.
How We Make It Easy
Our goal isn’t just to update your books—it’s to remove the stress that comes with them. We use QuickBooks Online for secure, cloud-based access, and we deliver financial reports in plain language, not accounting jargon. Each month, we’ll review your numbers with you so you feel confident and in control. Instead of worrying if your books are clean, you’ll know they’re always CPA-ready and tailored to your business needs.
Catch-Up & Cleanup
What's Included
The outcome of this service is simple: you’ll move from messy, outdated records to clean, tax-ready books. Instead of dreading tax season or scrambling to find missing receipts, you’ll know exactly where your business stands.
Our catch-up and cleanup services typically include:
✅ Reviewing past months or years of transactions
✅ Correcting errors, duplicates, or misclassifications
✅ Reconciling accounts for accuracy
✅ Organizing everything into proper categories for taxes
Why It Matters for Your Business
It’s more common than you think—many business owners fall behind on their books because they’re focused on actually running the business. But when tax deadlines come around, the panic sets in: boxes of receipts, spreadsheets full of half-completed entries, or months of uncategorized transactions in QuickBooks.
Without clean records, it’s easy to miss deductions, overpay in taxes, or even risk penalties. Worse, you can’t make smart business decisions if you don’t know where your finances stand. By catching up and cleaning up your books, you gain clarity, compliance, and confidence moving forward.
Myths & Misconceptions
Myth 1: “If I’m behind, I’ll never catch up.”
Even if you’re months—or years—behind, professional cleanup can bring everything up to date.
Myth 2: “It’s cheaper to let y CPA fix my books at tax time.”
CPAs charge a premium for cleanup, and their focus is on filing taxes—not maintaining accurate books all year.
Myth 3: “Cleanup just means entering old numbers.”
True cleanup also corrects errors, reconciles accounts, and ensures your books are accurate and ready for reporting.
How We Make It Easy
Our approach takes the overwhelm out of catch-up work. We start by reviewing your past records, identifying gaps, and creating a clear plan to bring everything current. Along the way, we communicate what’s happening so you’re never left guessing. The end result is simple: clean, accurate, tax-ready books you and your CPA can trust—so you can focus on moving your business forward instead of looking backward.
Accounts Payable & Receivable
What's Included
The goal of this service is to simplify how money moves through your business. Instead of chasing unpaid invoices or losing track of bills, you’ll have a clear, organized system that ensures vendors are paid on time and clients pay you promptly.
This service typically includes:
✅ Vendor setup and bill entry
✅ Invoicing and payment tracking
✅ Monitoring outstanding balances
✅ Following up on aging invoices
Why It Matters for Your Business
Cash flow is the lifeblood of any business. Even profitable companies can run into trouble if payments don’t come in on time or bills slip through the cracks. Maybe you’ve had a vendor remind you about a late bill you thought was already paid, or you’ve lost hours chasing clients for overdue invoices. These frustrations add unnecessary stress and can even strain business relationships.
With professional AP/AR management, your business gains consistency and control. Bills get handled on schedule, invoices go out promptly, and overdue accounts don’t pile up unnoticed. Instead of firefighting cash flow issues, you’ll have a steady rhythm that keeps your business healthy and predictable.
Myths & Misconceptions
Myth 1: “Accounts payable and receivable just mean paying bills and sending invoices.”
In reality, it’s about creating reliable systems that track deadlines, aging balances, and payment trends.
Myth 2: “As long as the money eventually comes in, I don’t need help.”
Late payments and missed bills can create ripple effects—damaging credit, upsetting vendors, and throwing off cash flow.
Myth 3: “Accounting software automatically handles AP/AR.”
While software helps, it still requires careful setup and oversight to ensure accuracy and consistency.
How We Make It Easy
Our goal is to take the stress out of managing payments.
We set up efficient workflows in QuickBooks Online, handle follow-ups with professionalism, and keep your cash flow organized. The result: stronger vendor relationships, faster customer payments, and the peace of mind that comes from knowing your business has a steady flow of income and outgo.
Cash Flow Forecasting
What's Included
The purpose of this service is to give you a forward-looking view of your finances, not just a snapshot of where things stand today. Instead of reacting when cash runs low, you’ll know what’s ahead—helping you prepare for expenses, plan growth, and avoid surprises.
This service typically includes:
✅ Creating projections based on income and expenses
✅ Modeling best-case, worst-case, and most-likely scenarios
✅ Tracking seasonal trends or irregular cash flow
✅ Delivering reports you can actually use for decision-making
Why It Matters for Your Business
Many business owners run things day-to-day, watching their bank balance and hoping it stretches far enough. Maybe you’ve had the stress of making payroll while waiting on a client’s payment, or you’ve delayed growth opportunities because you weren’t sure if the cash was there.
Cash flow forecasting changes that story. With clear projections, you can plan with confidence—whether it’s hiring, investing in equipment, or simply making sure you’re covered during slow months. Instead of feeling reactive, you’ll feel in control of your business future.
Myths & Misconceptions
Myth 1: “Forecasting is only for big businesses.”
In truth, small businesses often benefit the most, since even small cash flow hiccups can cause major stress.
Myth 2: “Forecasts are just guesses.”
When based on actual historical data and trends, forecasts provide realistic insights you can rely on.
Myth 3: “If I check my bank account regularly, I don’t need a forecast.”
Your balance only shows today—forecasting helps you prepare for tomorrow.
How We Make It Easy
We use your existing financial data to build accurate, easy-to-understand projections that fit your business. Instead of complicated spreadsheets, you’ll receive clear reports that show what to expect and how to prepare.
Our goal is to give you peace of mind, helping you make smart choices without second-guessing your cash position.
Payroll, 401(k) & 1099 Management
What's Included
The purpose of this service is to remove the headaches that come with managing employee and contractor pay. From payroll schedules to retirement contributions to year-end tax forms, we make sure everything is accurate and compliant so your team gets paid without issues.
This service typically includes:
✅ Payroll processing and reconciliation
✅ 401(k) contribution tracking and reporting
✅ Contractor payments and 1099 filing
✅ Ensuring records stay accurate for taxes and compliance
Why It Matters for Your Business
Managing payroll isn’t just about cutting checks—it’s about trust. Your employees rely on being paid correctly and on time, and your contractors expect accurate 1099s at the end of the year. Small mistakes can lead to frustrated staff, compliance issues, or even IRS penalties.
If you’ve ever scrambled to correct a paycheck or worried about whether 1099s were filed on time, you know how stressful it can be. By outsourcing payroll and 1099 management, you remove that burden. Your team is happy, your records stay clean, and you free up time to focus on running the business instead of troubleshooting payroll problems.
Myths & Misconceptions
Myth 1: “Payroll is just pressing a button once a week.”
In reality, payroll requires accurate setup, deductions, and reconciliation—getting it wrong can cause major issues.
Myth 2: “Only big companies need 401(k) or contractor tracking.”
Small businesses face the same compliance rules, and mistakes can be just as costly.
Myth 3: “Accounting software handles payroll automatically.”
While software can help, it still needs oversight and proper management to ensure accuracy.
How We Make It Easy
Our goal is to give you confidence that payroll, benefits, and contractor payments are always handled correctly. We track every detail, reconcile accounts regularly, and prepare 1099s on time. With professional payroll support, you’ll never have to worry about missed deadlines, tax penalties, or unhappy employees.
QuickBooks Online Setup & Optimization
What's Included
The goal of this service is to ensure your QuickBooks Online (QBO) account is set up properly and customized to your unique business needs. Instead of wasting time with trial-and-error or discovering mistakes at tax time, you’ll have a system built for accuracy and efficiency.
This service typically includes:
✅ Initial QuickBooks Online setup and customization
✅ Chart of accounts tailored to your business
✅ Integration with bank accounts, credit cards, and apps
✅ Optimization of workflows for efficiency and accuracy
Why It Matters for Your Business
QuickBooks is a powerful tool, but only if it’s set up correctly. Many business owners start with the default settings and later find themselves frustrated with confusing reports, duplicate entries, or missing data. Others feel like they’re “working for the software” instead of the software working for them.
When QuickBooks is optimized, it becomes a reliable financial hub. You can generate meaningful reports, save time with automations, and make confident decisions based on accurate data. The difference between a generic setup and a customized one is the difference between headaches and clarity.
Myths & Misconceptions
Myth 1: “QuickBooks is plug-and-play—anyone can set it up.”
While setup is simple, optimization requires accounting knowledge to ensure accuracy and usefulness.
Myth 2: “If I already have QuickBooks, I don’t need help.”
Even existing accounts often benefit from cleanup and optimization, especially if you’re not getting the insights you need.
Myth 3: “Software alone will solve my bookkeeping problems.”
Software is only as good as the system behind it. Proper setup ensures your bookkeeping runs smoothly.
How We Make It Easy
We take the complexity out of QuickBooks by tailoring it to your business and showing you how to use it effectively. Whether you’re just starting or need your account cleaned up, we handle the details so you can focus on running your business. With everything organized and optimized, QuickBooks becomes a tool that saves you time, not one that adds stress.
Testmonials
Frequently Asked Questions
What if my books are really behind, or a total mess?
That’s exactly why I do what I do. Whether you're a few months or a few years behind, I’ve seen it all—and I’ll meet you where you are, judgment-free.
Do you only work with certain industries?
I work with businesses across many industries and specialize in tailoring systems to fit your specific needs, tools, and goals.
What if I already have a CPA?
Great! I work alongside your CPA to make tax season easier and your reports more accurate year-round. I focus on the day-to-day clarity, while they handle the returns.
How do I know if we're a good fit?
That’s what the Clarity Consult is for. We’ll chat about your business, your books, and what you need—and decide together if it’s a match.
What software do you use?
I specialize in QuickBooks and offer setup, optimization, and support for both new and existing users.
