Trusted Bookkeeping, Clear Finances
Judy’s Trusted Bookkeeping, based in Mooresville, NC, offers precise, secure, and transparent financial services tailored for freelancers, entrepreneurs, realtors, insurance agents, independent contractors and trades across the greater Charlotte region and beyond. Utilizing secure, cloud-based technology, I deliver peace of mind with expert monthly reporting, QuickBooks optimization, and payroll support. Request your free evaluation call right now and take control of your financial clarity.
Our Bookkeeping Services
Monthly Bookkeeping
Clear monthly financial reports show you exactly where your hard-earned money is going each month. You can confidently make business decisions based on real data, not guess-work.
Historical Clean-ups
Behind on your paperwork? I turn a messy trail of past receipts and backlogged accounts into organized, audit-ready financials, maximizing your deductions before tax season.
Payroll Management
Ensure your team is paid accurately and on time. I fully set up and manage your payroll through reliable platforms like Gusto or QuickBooks Payroll, keeping your records seamlessly integrated into your monthly financial reports.
Meet Judy: Bringing Peace of Mind to Your Books
At Judy's Trusted Bookkeeping, I believe that accurate numbers build thriving businesses. I am Judy Clingerman and I hold a degree in accounting and a QuickBooks ProAdvisor Certification. This means your books are backed by solid professional expertise and the latest industry tools. More than just crunching numbers, I pride myself on being an approachable, reliable partner you can always lean on.
I specialize in keeping things organized, accurate, and stress-free for:
Realtors & Insurance Agents
Tradespeople & Solo Contractors
Freelancers & Solopreneurs
Independent Professionals
I've lived in Mooresville, NC for over 25 yrs. My husband and I enjoy traveling and hiking. We live with our 2 cats. I love reading- especially mysteries. This is a faith-based business for me.
Simple, Predictable Pricing
Monthly Bookkeeping
Starting at: $300 / month; Because every business has a unique volume of monthly transactions, bank accounts, and financial complexity, I do not offer a one-size-fits-all price. Instead, I provide a customized flat-fee monthly quote tailored specifically to your business needs
What's included: Monthly transaction categorization, bank and credit card reconciliations, clear financial statements, and ongoing email support.
Best for: Businesses looking for ongoing, stress-free financial maintenance.
Catch-Up & Clean-Up
Starting at: Custom Flat-Fee Quote
What's included: Deep-dive audit of past months, historical data entry, account reconciliation, and bringing your ledgers to tax-ready status.
Best for: Businesses whose books are a few months behind and need a clean slate.
Every business is unique. Your final flat-fee quote will be tailored to your specific transaction volume, number of bank accounts, and business complexity after our initial consultation.
Frequently Asked Questions
What happens during the initial Discovery Call?
It is a casual conversation where we discuss the current state of your books, the specific goals you have for your business, and how I can best support you. There is absolutely no pressure.
How do we share financial documents safely?
Security is my top priority. I use secure, cloud-based portals that allow you to easily upload receipts, statements, and invoices from your computer or phone in just a few clicks.
Do I need to hire a local bookkeeper who lives in my city?
Not at all! Thanks to secure, cloud-based technology, I can manage your books completely virtually from anywhere. My business is based here in Mooresville, North Carolina, meaning I am perfectly positioned to serve local business owners in the greater Charlotte area, as well as entrepreneurs virtually across the entire United States.
Can you assist with tax preparation or filing?
While I focus on bookkeeping, payroll, and sales tax support, I can collaborate with your tax professional to provide accurate financial records for tax preparation.