We’re a boutique accounting firm built for scaling businesses that want premium back-office execution without the rigid corporate jargon.
If You’re Expecting Gray Suits and Spreadsheet Monotony… You’re in the Wrong Place.
Take one look at me—green hair, botanical tattoos, and all—and you’ll notice right away that I don’t look like your typical stuffy accountant.
I built Details Matter to be intentionally different.
I’ve found that six- and seven-figure CEOs don’t actually want a rigid, intimidating professional who speaks in financial code. You’ve built a serious business, and you want an expert you can actually talk to, who understands your vision and explains the numbers clearly.
While I am the face of the firm and your strategic partner, I am backed by a staff of incredible, highly trained accounting professionals across the country. Together, we bring meticulous, executive-level precision to your back office, wrapped in an approachable boutique experience. No judgment, no condescending financial lectures—just clean books and a team you actually enjoy partnering with.
A Dedicated Team, Not a Call Center
You aren’t getting passed around a rotating door of entry-level clerks. Your business is paired with a dedicated bookkeeper and backed by elite internal training and oversight.
Understand your numbers and how to use them.
Details Matter Bookkeeping & Advisory is all about client education. We believe your financial reports should make sense for you and support your goals. Located in Frederick, Maryland, and serving small businesses nationwide, our inclusive, fun-loving team will act as your partner and fellow small business owner who meets you where you’re at by:
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- Managing your books and eliminate stress so you can do more of what you love
- Giving you the essential data along with tailored recommendations
- Using our secure, mobile-optimized client portal for worry-free communication and file management
- Providing packages and upfront pricing with no hourly rates or surprises
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With our range of bookkeeping services and convenient add-ons, we’ll be a seamless extension of your team that gets your business moving in the right direction.
You didn’t start your business to worry about accounting.
But we did! And we love helping a diverse range of entrepreneurs, such as:
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- Tradespeople who mastered their trade but not the numbers
- Creative business owners who would rather ideate and create than crunch numbers
- Legal, real estate, or finance professionals with specific bookkeeping needs
- Restaurant or other food business owners who want to focus on their delicious offerings
- Product-based business owners who want to ensure their books are managed properly
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Business Accounting Services
Start smart, stay organized
This is your bookkeeping foundation—built to keep things clean, compliant, and confidently on track.
Level up your support
Elevate adds payroll, bill pay, and bi-weekly bookkeeping for businesses that need more than the basics.
Your growing business deserves grown-up accounting
A fully managed, all-inclusive, white-labeled solution that handles all your accounting needs—so you can focus on growing your business.
Guidance when you need it most.
Facing a tough financial decision? Planning a major growth phase? Or just want a second set of eyes on your numbers? Book a strategic, one-on-one advisory session with our CEO, Katie Hanna, or a senior advisor on our team.
Real humans. Real support. Really accurate payroll.
Whether you prefer hands-on control or want it off your plate entirely, we have options to fit your team.
Out with the old, in with the organized
Switching to QuickBooks Online? We’ll help you make a smooth transition from outdated software or messy files—so you can hit the ground running with confidence.
Happy Clients
Meet Katie, Not Your Typical Bookkeeper!
If I start by telling you my degree is in animal behavior, you may wonder how I ended up in accounting…but it’s not as surprising a transition as you might think!
Several years working in a veterinarian’s office and then an animal shelter shaped my organizational and detail-oriented mindset. When it comes to data, my philosophy is to check as many boxes as possible. You never know when you’ll need that information later!
Eventually, I switched to bookkeeping and received my certification (CB) from the American Institute of Professional Bookkeepers (AIPB) in 2011. I then worked as an administrative assistant and bookkeeper at a CPA firm before joining my mom, Joanne Baum, the founder of Details Matter Bookkeeping. She would become my mentor until she stepped back in 2017 and handed over the reins.
We’ve Got Your Books
1. Tell us about you
Start by completing our interest form to tell us where you’re at, then book a discovery call.
2. Schedule a chat
We’ll get to know each other and learn more about your current bookkeeping challenges.
3. Optimize your finances
Once the agreement is signed, you’ll undergo onboarding and be on your way to better reporting.