Business Details
9 Years
experience
Expert Bookkeeping & Business Advisory Services in Belchertown, MA
At Homestead Bookkeeping, we are dedicated to empowering small businesses through personalized financial solutions. Our team of certified professionals combines technical expertise with a client-centered approach, offering bookkeeping, payroll management, and strategic advisory services designed to enhance profitability and operational efficiency. As a Certified Profit First Professional Firm, we specialize in transforming cash flow challenges into sustainable growth opportunities. Our unique 'Business Therapy' methodology focuses on active listening and tailored problem-solving, ensuring our clients receive practical, judgment-free guidance.With decades of combined experience in accounting and financial management, we provide the tools and insights necessary for businesses to thrive in today's competitive landscape. Our commitment to excellence is reflected in our meticulous attention to detail, ongoing professional development, and dedication to maintaining the highest standards of integrity and transparency in all client interactions.
Services
Bookkeeping
Payroll Services
Profitability Advisory
Office Support
Profit First Guidance
Details
- Year established: 2017
Highlights and features
- Certified Profit First Professionals with specialized cash flow expertise
- Personalized 'Business Therapy' approach focusing on tailored solutions
- Team of experienced bookkeepers with diverse industry expertise
- Virtual support services for seamless business operations
- 20+ years of IT security experience available for business technology needs
Associations and certifications
- QuickBooks Online ProAdvisor
- Profit First Professionals
- American Institute of Professional Bookkeepers
Services
Bookkeeping
Our certified bookkeeping services ensure accurate financial record-keeping and timely bill payment. We manage accounts payable/receivable, tax preparation, and accounting system organization for businesses of all sizes. With expertise in QuickBooks Online, we implement efficient processes that save time and reduce financial stress while maintaining compliance with regulatory requirements.
Payroll Services
We offer comprehensive payroll solutions including payroll processing, tax filings, and employee payment management. Our services accommodate both traditional and modern payment systems, ensuring accurate and timely compensation for your workforce. We handle all aspects of payroll compliance while maintaining strict confidentiality and accuracy in every transaction.
Profitability Advisory
Our Profit First-certified advisory services focus on transforming cash flow challenges into sustainable growth strategies. We analyze business financials to implement effective profit allocation systems and develop customized growth plans. This service helps entrepreneurs transition from reactive financial management to proactive wealth-building strategies that prioritize business sustainability.
Office Support
We provide virtual administrative support to streamline business operations. Our team handles document management, scheduling, and communication tasks while maintaining professional standards. This service allows business owners to focus on core activities while we manage time-consuming administrative responsibilities with precision and reliability.
Profit First Guidance
As one of few Profit First-certified firms nationwide, we specialize in implementing Mike Michalowicz's proven cash flow methodology. Our guidance helps businesses establish effective profit allocation systems and financial discipline. This service transforms chaotic financial management into structured, profit-focused operations that ensure long-term business viability and growth.
People
Laura Marks
Owner
Founder of Homestead Bookkeeping with 20+ years in accounting and bookkeeping. Certified Profit First Professional and QuickBooks ProAdvisor. Holds advanced degrees in mathematics and finance. Committed to helping small businesses achieve financial success through personalized solutions.
Penny Leveritt
Managing Bookkeeper
Detail-oriented bookkeeper specializing in complex account management and POS system reconciliation. Brings precision and expertise to financial record-keeping. Known for solving challenging accounting puzzles with accuracy and efficiency while maintaining a client-focused approach.
Julie Salva
Executive Assistant/Payroll Assistant
Key team member managing daily operations and payroll processing. Provides essential support to bookkeeping functions. Demonstrates versatility and commitment to business efficiency while ensuring smooth administrative operations and client service delivery.
Hannah Whelihan
Assistant Bookkeeper
Experienced in account reconciliation, payroll processing, and financial reporting. Supports social media and communication initiatives. Contributes technical expertise while maintaining focus on accurate financial documentation and client communication needs.
Jordan Marks
CTO
IT expert with 20+ years in financial sector technology and security. Microsoft Certified Professional. Provides technical leadership for business systems while offering external IT consulting services. Ensures robust technological infrastructure for accounting operations and data security.
Questions
What bookkeeping services do you offer for small businesses?
We provide full-service bookkeeping including accounts payable/receivable, tax preparation, financial reporting, and accounting system organization using QuickBooks Online. Our services help businesses maintain accurate financial records while saving time and reducing stress.
How does your Profit First certification benefit my business?
As Profit First-certified professionals, we implement proven cash flow management strategies that prioritize profitability. We help transform chaotic financial systems into structured profit allocation frameworks that ensure sustainable business growth and improved cash flow management.
Do you offer customized payroll solutions?
Yes, we provide both full-service payroll processing and self-service portal options. Our payroll experts handle tax filings, employee payments, and compliance documentation while offering flexible solutions tailored to your business needs.
What makes your business advisory services unique?
Our 'Business Therapy' approach combines active listening with financial expertise to create personalized solutions. We focus on understanding your specific challenges and developing practical strategies that align with your business goals and operational realities.
Can you help businesses with disorganized financial records?
Yes, we specialize in organizing chaotic accounting systems. Our team has extensive experience in reconciling disorganized records and implementing efficient financial management processes that bring order to even the most challenging situations.
Reviews (2)
Matt Turcotte
Dec 28, 2018
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Laura is knowledgeable and very personable. She has streamlined my bookkeeping and invoicing processes and generally made my financial life more sane! I would definitely recommend her to anyone looking for bookkeeping services with a personal touch.
Michael Bennion
Aug 03, 2018
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Had an amazing growth/planning session with Laura of Homestead Bookkeeping. It was really helpful to talk through our present and future problems and goals with great insight and guidance. Laura is very pleasant and personable, talented, and great at what she does! She offers a strong sense of practicality and ground. Her work is unique and invaluable!
