Does your business or accounting team need interim support?
Does your business or team need a different perspective on your current processes?
Do you need an expert for your books?
Are you frustrated with your current accounting processes?
Are you struggling to maintain your books?
Coastal Accounting Services LLC provides exceptional accounting services tailored to meet the unique needs of businesses. As the expert, I provide peace of mind through attention to detail and timely execution of services so that you can focus on your business, your customers and your team. Experts are a support system for questions and a guide to navigate you as your business grows.
If you are looking for accounting or consulting services that go beyond traditional bookkeeping, I can help you achieve your business objectives.
Testimonials
“Working with Kelly at Coastal Accounting Services has been an absolute pleasure. Her professionalism and knowledge shine through in every interaction. She ensures everything is done meticulously and accurately. Her expertise was particularly notable when she seamlessly guided us through our transition from QuickBooks Desktop to QuickBooks Online. We couldn't be happier with the service she provides and highly recommend her to anyone seeking expertise in bookkeeping.”
"Kelly from Coastal Accounting is an amazing addition to our team. As a bootstrapped start-up we haven't been able to hire an Accounting Manager or Assistant Controller but Kelly has filled that void perfectly. Prior to hiring Kelly, we were a 2 person team, (CFO and Staff Accountant) and were buried with the day to day Accounting Operations. Kelly has been able to step in and take over the month end close, roll up her sleeves with ASC942, standardizing reconciliations, writing Policies, Owning Loan and SBA schedules, Optimizing our use of Quickbooks, while setting up Accounting for the day we need to build a Data Room and a long list of Management Reports which are used monthly and for Board Reporting. I love to think about how Kelly has helped our team and hate to think about losing her. Kelly you are awesome and we appreciate having you on our team.”
“I have had the pleasure of working with Kelly since November 2023. Due to turnover within the accounting department I was looking for help to clean up our records and prepare for our year end audit. Kelly's first task was to learn how to use our Zoho accounting software which she quickly and easily accomplished. Not only did she learn how to use the software, she implemented new techniques that improved our transactional efficiency. Kelly has created multiple spreadsheets that are used for account reconciliation and financial analysis. She has taken the lead role of interfacing with our external auditors and her work with them has been excellent. Kelly has excellent accounting skills and Excel skills. Her work is meticulous and she always makes herself available whenever I need her help. I highly recommend Kelly and look forward to continuing to work with her.”
“Kelly has been an absolute game-changer for our business! From day one, she took the time to really understand the unique aspects of our operations and quickly got up to speed with our financials. Her personable and approachable nature makes it easy to work with her—whether we’re discussing complex metrics or routine bookkeeping tasks.
She not only keeps our finances organized and on track but also provides valuable insights and metrics that help us make smarter business decisions. Her proactive approach has been instrumental in helping us plan for growth and stay ahead of potential issues.
I can’t recommend Kelly highly enough—if you're looking for someone knowledgeable, reliable, and truly invested in your success, she’s the one!”
“Kelly at Coastal Accounting Services is absolutely incredible! She has a skilled background in accounting that allows her to easily transition and help our company with tasks both big and small. Our start up has struggled to find a reliable option for weekly bookkeeping services and month-end support. We tried both third party solutions and independent contractors, with them creating more work rather than helping. When Kelly started with us last year, it was night and day. She onboarded with minimal oversight and was in the details helping us almost instantly. Her personality and professional demeanor is wonderful, and her time management exceptional. I HIGHLY recommend Kelly's services to anyone who finds themselves considering her business for accounting support.”
"Kelly has been an amazing asset to our business providing full bookkeeping services. Thoroughness of Kelly's work quality and constant communication to our team has been nothing short of perfect. Highly recommended for any small business, knowing you will be personally attended to in all aspects of her services.”
“I recently worked with Kelly from Coastal Accounting to help clean up my finances for my small business using QuickBooks, and I couldn't be happier with the experience. As someone who is just starting to track finances in this way, I was a bit overwhelmed at first. Kelly made the entire process so much easier. She not only cleaned up my accounts for the first half of the year but also took the time to walk me through the program, ensuring I understood how to manage everything moving forward. Kelly has been incredibly responsive and always available to answer any questions I had. Her guidance has been invaluable, and I will definitely be returning to her for future accounting needs. Thank you Kelly!!”
Services
~ Cleanup of books that are behind and implementation of a process for keeping them current on an ongoing basis.
~ Day to day accounting.
~ Consulting services and project based work for accounting department operations and interim accounting department support.
~ Facilitation and completion of month end close.
~Ongoing categorization of transactions to keep your books current.
~ Account reconciliations including bank, credit card, payroll expenses and liabilities, and loans.
~ Preparation and distribution of monthly reporting package to provide you with insight throughout the year on your business’s revenue, expenses, and cashflow.
~ Maintenance of 3rd party software integrations.
~ Accounts Receivable and Accounts Payable Management.
~Yearend tax preparation for a clean and organized hand off of your books to your tax advisor.
About The Owner
I am passionate about providing business owners and accounting teams with peace of mind whether it is processing the day to day accounting, alleviating pain points, or getting the books clean and current.
I have 15 years of small business and corporate accounting experience and a Master’s Degree in Accounting. I grew up in Hampton and currently reside here with my husband and two sons.
I would love to meet with you for a free consultation to discuss your business needs and how I may be able to help you.
10% Discount for Active/Retired Military and First Responders
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10% Discount for Active/Retired Military and First Responders ⋆
