Functional Finances to Fuel Your Business Growth

small business bookkeeping on your terms

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:

    • 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:

      • 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

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:

      • Tradespeople who mastered their trade but not the numbers
      • Creative solopreneurs 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

Small Business Bookkeeping Services

Essential Package

Get the fundamental bookkeeping services necessary to stay organized and compliant and make informed financial decisions.

Growth Package

Are you ready to take your business to new heights? Our deep-dive strategy sessions and additional reporting tools will support your success.

Premium Package

If you want CFO-level service without hiring an in-house CFO, we’ve got your back! We’ll be your fully outsourced, hands-on accounting team.

Happy Clients

7 reviews on
Rhonda Mellow
June 16, 2022.
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Katie has been instrumental in taking us from paper files to a digital world. Its been such a game changer in my time and my effectiveness in running a business. It's been a big learning curve for me but, Katie has been patient and willing to teach what I don't know!
George Papaevangelou
June 7, 2022.
Trustindex verifies that the original source of the review is Google.
We have worked with Details Matter Bookkeeping for about a year now. We were in need of a service that could be tailored to our restaurant and Details Matter came through with excellent service. They were able to assist in organizing the needs for our restaurant bookkeeping from the very beginning. They are always prompt in responses and questions and have been wonderful to work with. We thank you Detail Matters for your great service, and we highly recommend them for any book keeping needs your business may have.
Brian Guenther
June 1, 2022.
Trustindex verifies that the original source of the review is Google.
I highly recommend you consider Details Matter Bookkeeping for your business. We've been working with them for more than a year, and they've added lots of great process and value to our business.
Cliff Meyers
May 28, 2022.
Trustindex verifies that the original source of the review is Google.
I am a new business without a great deal of financial recordkeeping experience of my own. As a sole proprietor, I am comforted knowing Katie is keeping track of my revenues and expenses. She has been a great help to me!
Mark Mayer
May 28, 2022.
Trustindex verifies that the original source of the review is Google.
Katie and Details Matter Bookkeeping have been instrumental to our business and having it run smoothly.
Troxfire Training
May 27, 2022.
Trustindex verifies that the original source of the review is Google.
Very professional and responsive!
September 30, 2019.
Trustindex verifies that the original source of the review is Google.
Details Matter Bookkeeping has been a tremendous help to our independent bookstore in Frederick MD. I recommend highly!

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.

Help your business grow.