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    Well Planned

    5.0 (2 reviews)
    Open 8:30 am - 4:30 pm
    Updated 1 week ago

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    CompanyBooks

    (15 reviews)

    If I could give Companybooks 10 stars I would! They have been our saving grace since we started in…read more2010. Laura, owner of Companybooks has been involved with us since we opened our business. We didn't realize the importance of bookkeeping and exactly how to do it. Getting our books set-up needed to happen but how to do it accurately was a big question. It seemed like a daunting process so our natural tendency was to steer clear. Wrong approach! Laura educated us on the importance of regular and timely maintenance of our financials. We started with a shoebox (literally) and now are down to a monthly Manilla folder. Princess Laura comes to our studio and picks it up. She reconciles our accounts, updates Quickbooks and provides all of our updates on a simple to understand report. Perfect! Stress and hassle free. Laura truly has our best interests in mind. There is no fluff, no drama, no concern of our private business matters becoming public. We have complete confidence in the Companybooks process. If you have a bookkeeper you're not happy with or don't have one because you think it's too expensive you should call Laura. Her prices are fabulous and she makes your business hers. Monthly visits from Laura have our business running smoothly and we know where our money is going. When we see Laura driving past our studio in her electric car we know she's on her way to help another small business stay in business. It makes us proud to be affiliated with her and Companybooks!

    Laura is great. We found here on Yelp, and had only great experiences. We were on a tight deadline…read moreto get our books done for all of 2017, she squeezed us in and completed it in a few days! She answered all our questions, never judged or made me feel embarrassed for not being on top of or fully understand the bookkeeping process. We will definitely use her services again.

    Belmont Shore Bookkeeping

    Belmont Shore Bookkeeping

    (3 reviews)

    Knowledgeable, efficient and trustworthy bookkeeping services…read more In addition to handling our QuickBooks, Eva was able to handle our complex weekly payroll with over 50 employees. To resolve issues, there was regular and timely communication with Paycom. Thanks Eva for professional and great customer service.

    As a small business owner that was trying to transition to a mid-size company, one of the big…read morethings holding me back was the tight grip I had on doing our books. It's a vital part of running a company and it cant be handed over to just anyone, and so I didn't... and then I was referred to Belmont Shore Bookkeeping. Within one meeting with Eva (the founder), I immediately felt confident that I could trust her with such an important part of our company. It was clear that her expertise in bookkeeping was far greater than my own. That said, she took the time to see how we did things, and then approached it from that angle, so I could immediately understand and keep my eyes on our books. At the right time, she started improving on our systems, and now I don't know what I would do without her! For what it's worth, Im the type of founder that likes to understand everything about our money, where it going, the status os our accounts receivables and how we are categorizing things for tax and business reporting purposes, and she had been a superstar for me. If you're the type of founder that doesn't like getting into your books and "all that stuff" you can just hand them over to Belmont, they've got you covered!

    Well Planned - businessconsulting - Updated May 2026

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