Washington State  /  Full-Service Accounting

Your books,
handled right.

Record Accounting Services brings full-service bookkeeping, reconciliation, tax prep, and CFO-level advisory to small businesses across Washington — and beyond.

14+
Active Client Relationships
4+
Years in Practice
5
States Served
Specialties
QBO Expert Reconciliation Tax Prep IOLTA / Trust Payroll CFO Advisory

Full-service accounting —
nothing outsourced.

From day-to-day bookkeeping to CFO-level advisory, every engagement is handled personally by Jessica Record, CPA candidate and owner of Record Accounting Services.

📊

Bookkeeping & Reconciliation

Monthly close, bank reconciliation, chart of account cleanup, and QBO management — done right the first time.

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Tax Prep & Compliance

Year-end tax readiness, state excise & sales tax filings (WA, NV, OR, CA, NY), 1099s, W-2s, and CPA coordination.

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CFO & Advisory Services

Cashflow forecasting, commissions management, LOC/loan tracking, financial statements, and strategic advisory — the full finance department.

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Cleanup & Reconstruction

Messy books? Incomplete records? Years of neglect? I specialize in bringing order to chaos — quickly and accurately.

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Trust & IOLTA Accounting

Court-conformed reconciliation for law firms and trust accounts. A specialized, high-accuracy niche — handled with precision.

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QBO Training & Setup

New to QuickBooks Online? I set it up, build your chart of accounts, and train you or your team to use it confidently.

Built for small businesses
with real complexity.

I work with sole proprietors, LLCs, partnerships, and small businesses that need more than basic bookkeeping — across a wide range of industries.

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Law Firms

🛡️

Insurance Agencies

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Software & Tech

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Real Estate & Rentals

✂️

Salons & Spas

Food & Beverage

Trades & Contractors

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Creative Professionals

What clients are saying.

Jess took over our books when they were a complete mess. She cleaned up two years of records and had us tax-ready in weeks. We've never had this level of clarity into our finances before.

Small Business Owner
Washington State

Having Jess as our in-house accountant without the overhead of a full-time hire has been a game changer. She handles everything — payroll, reconciliations, financial statements, even mail.

Tech Company Partner
Washington State

The IOLTA reconciliation work is precise, timely, and documented exactly how we need it. I trust Jess completely with our trust accounts — that trust is not given lightly.

Law Firm Owner
Washington State
Get Started

Ready to get your finances under control?

Let's talk about what your business needs. Consultations are straightforward, no-pressure, and focused on your situation.

Book a Free Consultation

Accounting done right — every time, no exceptions.

Full-service bookkeeping, tax prep, cleanup, payroll, advisory, and more. Scope is never one-size-fits-all — every engagement is built around what your business actually needs.

What I offer.

Monthly

Bookkeeping & Monthly Close

Bank reconciliation, transaction entry, chart of accounts management, and monthly financial statements — delivered on time, every month.

  • QBO data entry & categorization
  • Bank & credit card reconciliation
  • Journal entries
  • Monthly financial statements (P&L, Balance Sheet)
Cleanup

Books Cleanup & Reconstruction

For businesses with neglected, incomplete, or incorrect books. I reconstruct records from source documents and get you current — and compliant.

  • Historical transaction entry & categorization
  • Opening balance corrections
  • Multi-year cleanup for tax readiness
  • Documentation of all changes made
Tax

Tax Prep & State Compliance

Full tax prep support — from organizing records to coordinating with your CPA. Plus state excise & sales tax filings across multiple states.

  • Year-end tax readiness packages
  • 1099 preparation & filing
  • W-2 coordination
  • WA, NV, OR, CA, NY state filings
Advisory

CFO & Financial Advisory

For growing businesses that need more than a bookkeeper. I act as your on-call CFO — managing cashflow, strategy, and financial decision support.

  • Cashflow forecasting & management
  • Loan & LOC tracking
  • Budget vs. actual analysis
  • Advisory meetings & strategic support
Payroll

Payroll & Commissions

From salaried staff to complex commission structures — payroll calculated, tracked, and paid accurately. Integrates with Gusto and QBO.

  • Payroll calculation & processing
  • Commission tracking & payment
  • Contractor payment management
  • Gusto setup & administration
Specialty

Trust & IOLTA Accounting

Court-conformed reconciliation and detailed discrepancy reporting for law firms and trust accounts. High-accuracy, high-stakes work done right.

  • IOLTA/trust account reconciliation
  • Client ledger reconciliation
  • Discrepancy identification & reporting
  • Court-conformed documentation
QBO

QuickBooks Online Setup & Training

New to QBO or switching from another system? I build your chart of accounts, configure your setup, and train you to run it yourself.

  • QBO account setup & configuration
  • Chart of accounts design
  • Bank feed integration
  • Owner/staff training (live or recorded)
Admin

Mail & Admin Handling

Mail receipt, scanning, check deposits, bill pay, invoice processing — the administrative side of your finances, handled so you don't have to.

  • Mail pickup, scanning & logging
  • Check deposits
  • Bill pay & vendor management
  • Invoice processing & A/R

Transparent pricing.
No surprises.

Services are available hourly or as monthly/project packages. Every engagement starts with a consultation to scope work accurately — because clarity up front saves everyone time.

Basic Tier

$70/hr
Admin & Execution Work

Bill pay, routine data entry, mail handling, Gusto setup, invoice processing, and similar administrative tasks.

Premium Tier

$135+/hr
Advisory & Complex Work

Trust/IOLTA accounting, reconstruction of unclear books, contract review, acting as CFO — high-stakes, specialized work.

Monthly Bookkeeping

from $400/mo
Recurring

Reconciliations, monthly financial statements, QBO management, and ongoing support.

Cleanup & Tax Readiness

from $500
Project-based

Historical cleanup + accurate financials ready for your CPA at filing time.

Trust / Case Reconciliation

Custom
Scoped per engagement

Detailed IOLTA/trust reconciliation with full discrepancy reporting. Scoped based on account volume and complexity.

Mail & Admin Add-On

$100–$200/mo
Add-on service

Mail pickup, scanning, check deposits, and basic admin handling — billed separately from accounting work.

A few examples
of what I do.

Client names are kept confidential, but here's a snapshot of the type of work I handle across different industries.

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Law Firm

IOLTA / Trust Account Reconciliation

Monthly reconciliation of 5 bank accounts plus IOLTA client ledgers for a Washington law firm, using handwritten client records. Discrepancies identified and documented in court-conformed format.

Ongoing monthly engagement
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Insurance Agency

Multi-Provider Commissions Compilation

Monthly compilation of commissions statements from multiple insurance providers in different formats — separated by writing agent, calculated, and disbursed. Payroll for 1099 contractors included.

Recurring monthly deliverable
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Software Company

Full CFO Function — Ongoing

Acting CFO for a software partnership: daily Slack/email management, weekly invoicing and contract drafting, monthly payroll and financial statements, multi-state sales tax, and annual CPA coordination.

Full CFO scope
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Rental Portfolio

Multi-Entity Real Estate Accounting

Quarterly accounting across 11 rental properties organized into 3 LLCs, all within a single QBO account. JEs for property management reports, mortgage amortizations, reconciliation, and financial statements.

3 LLCs, 11 properties
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Books Cleanup

Historical Cleanup & Tax Readiness

Full-year books cleanup for a small business referred through a CPA relationship. Reconstructed records from source documents, corrected categorizations, and delivered clean financials for tax filing.

Full year reconstructed
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Salon / Service

Monthly Bookkeeping & State Tax

Monthly close for a piercing studio with Square POS — commission calculations for guest artists, sales entry, bank reconciliation, financial statements, and monthly WA DOR excise & sales tax filings.

Monthly recurring engagement
Next Step

Not sure what you need?
Let's figure it out together.

Every engagement starts with a conversation. Tell me where your books are, and I'll tell you what it would take to get them where they need to be.

Book a Free Consultation

Let's talk about
your business.

Why work with
Record Accounting?

You'll work directly with Jessica — not a rotating staff member. Every engagement gets her full attention.

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Solo Practice, Full Scope

No juniors, no handoffs. You get one point of contact who knows your business inside and out.

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Transparent Pricing Up Front

Work is scoped before it starts. No billing surprises — you know what you're getting and what it costs.

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Specialized in Complex Work

From trust accounting to multi-state tax to messy cleanup — the complicated stuff is a specialty, not an exception.

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Responsive & Reliable

Deadlines are met. Questions get answered. Your books don't fall through the cracks during busy season.

Phone 509.834.8434
Based in Washington State — serving clients nationwide
Request a Consultation
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