Functional Finances to Fuel Your Business Growth
Are you stressed out just thinking about your finances?
You’re not alone, but in our experience, much of this stress and fear around numbers stems from the unknown! If this sounds familiar, you may be feeling:
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- Overwhelmed trying to handle your bookkeeping, receipts, and accounting software
- Anxious and uncertain about how your business is performing
- Stuck and unable to take steps to grow your business
But you also know that a lack of insight will perpetuate that anxiety and keep you stuck—and you’re ready to OWN your financials.
Gain optimized data
Enjoy accurate financial statements that are easy to read and work for YOU.
Interpret the numbers
Yes, you can! We’ll teach you how to understand and leverage this vital information.
Make savvy decisions
Move your business forward confidently with strategic, data-backed decisions.
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
Do-it-with-you
A monthly subscription that combines access to our QuickBooks Online Coruse with live office hours for support as you manage your own books.
Get the fundamentals
These are the essential bookkeeping services necessary to stay organized, compliant, and make informed financial decisions.
Level up your business
Are you ready to take your business to new heights? Our deep-dive strategy sessions and additional reporting tools will support your success.
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.
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.