Details Matter Bookkeeping & Advisory


Cloud Accounting

Why should you switch to Cloud Accounting?

Cloud Accounting is one of the features our clients find most valuable. We will set up and support you with the QuickBooks Online cloud accounting system, putting you in complete control of your numbers. 

QuickBooks charges a monthly subscription for their system, but as part of our Full and Premium accounting packages, we pay this on your behalf (up to a $1020 value). This means you get all of the benefits of 24/7 access to up-to-date financial information and reports, plus these added benefits: 

  • Simple Invoicing with Online Payments
  • Integrated Online Billpay
  • Bank and Credit Card Syncing
  • Mileage Tracking
  • Financial Dashboard
Photo of clouds around a mountain that's covered with trees

Service Packages


Essential Package

The Essential Package is the best value for business owners who are simply looking to get the basic entries done to be compliant with the IRS. This package also includes added benefits like monthly management reports, collaboration with your tax preparer, and access to our secure client portal.

Full Package

The Full Package is our most popular package because you get access to personalized insights with our quarterly deep dive strategy sessions and added value with your QuickBooks Online subscription included. This service also includes 1099 preparation and filing.

Premium Package

The Premium Package is the best option for busy business owners who want to get the maximum benefit from their cloud accounting system, and the most up to date reports and advice. You’ll have access to key metrics that allow you to make better decisions for your business. And, we take stress off your shoulders by handling everything!

Service Add-On’s

Welcome to the Paperless Era!

If you are struggling to manage your bills and receipts, we have the solution! You can snap a photo, forward an email, or upload a pile of scanned invoices and we’ll help you manage it all. We attach every receipt to its corresponding expense in QuickBooks Online, so you never have to go digging through file cabinets or boxes again.

We can also pay your bills for you using QuickBooks Online’s integrated online billpay powered by Melio. Your vendors can receive direct deposits for free or paper checks at a low cost. Ask us how we can help you stay on top of your bills.

Budget Assistance

We have years of experience assisting with the preparation of budgets for both small businesses and non-profit organizations. We can help you fill in the blanks and then upload the final report to QuickBooks for ongoing budget versus actual reporting.

Sales Taxes

If you are required to remit sales tax on goods or services you sell, you will need to complete sales tax returns. To make your life easier, we can do this for you, which will save you time and give you the peace of mind that they are being completed correctly.


Business Referrals

Not to brag or anything, but…we know people.  We have relationships with several qualified and amazing CPAs in the area, and we are happy to provide referrals to them for our clients. We also have referrals for all kinds of other business needs like payroll and marketing. Feel free to ask us about anything personal you are looking for as well—we have clients that are dog walkers, bakeries, local retail, etc.

Want to learn more about our Service Packages?

Download our brochure to get all the details.

Our Clients

7 reviews on
Rhonda Mellow
June 16, 2022.
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.
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.
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.
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.
Katie and Details Matter Bookkeeping have been instrumental to our business and having it run smoothly.
Troxfire Training
May 27, 2022.
Very professional and responsive!
September 30, 2019.
Details Matter Bookkeeping has been a tremendous help to our independent bookstore in Frederick MD. I recommend highly!

Bookkeeping & advisory services that let you get back to what you love.

Learn more about how we can help you grow your business.