Accounting and Bookkeeping Services for Small Businesses

Simplifying finances with 30+ years of experience.

You Didn’t Start a Business to Be a Bookkeeper

Whether you’re overwhelmed by disorganized books, struggling to track profitability, or unsure of how to optimize expenses, we provide the accounting and bookkeeping expertise you need to succeed.

If your financial records feel overwhelming and unmanageable…

We’ll take the burden off your plate by organizing your financial records, cleaning up your books, and creating systems that keep everything running smoothly. You’ll have the peace of mind that comes with knowing your finances are accurate and ready to support your business growth.

If you’re working hard but don’t know if you’re profitable…

We provide clear, actionable insights through organized reports and easy-to-understand dashboards. You’ll always know exactly where your business stands, empowering you to make decisions with confidence.

If you’re missing opportunities to save time and money…

Our meticulous bookkeeping ensures every dollar is tracked and no opportunity is overlooked. From optimizing expenses to maximizing eligible deductions, we help you keep more of what you’ve earned.

We don’t just handle your bookkeeping—we elevate it to a strategic asset that supports your business growth. Here’s how:

Proactive Bookkeeping with Strategic Focus:

We don’t just update your books; we anticipate your needs. From tracking expenses and reconciling accounts to forecasting cash flow, we provide real-time financial clarity that helps you stay ahead of the curve and seize new opportunities.

Streamlined Financial Systems for Efficiency:

No more chasing invoices or digging through paperwork. We create seamless systems tailored to your business, ensuring your financial records are always organized, accessible, and ready for anything—from scaling operations to securing funding.

Data-Driven Insights for Smarter Decisions:

Beyond balancing the books, we deliver the insights you need to grow. Through detailed reporting and personalized guidance, we help you understand your numbers, identify trends, and make confident, data-backed decisions that drive success.

Gain Confidence in Your Business Decisions

Uncertainty shouldn’t stand in the way of success. Every business owner deserves the confidence that comes with a clear financial picture—that’s where we come in.

Our Pre-Accountant Financial Support provides the tools, insights, and systems you need to understand your business’s financial health. With our guidance, you’ll make informed decisions that drive growth, without the stress of managing it alone.

Jackie Oberst

Jackie Oberst is a business finance expert with over 30 years of experience in bookkeeping, financial management, analytics, and operational optimization. As the co-founder of Sunderland Valley Enterprises, she helps small and midsized businesses achieve financial clarity, improve efficiency, and make informed decisions that drive growth.

With a background in business administration, accounting, and a Master of Science in Data Analytics, Jackie combines technical expertise with strategic insight to deliver accurate and dependable financial solutions. Her experience as a Financial Officer and Data Analytics Officer has equipped her with the skills to develop advanced financial frameworks, real-time reporting systems, and cost-saving strategies that support business success.

Jackie specializes in bookkeeping, account reconciliation, financial analysis, and compliance support, ensuring that businesses maintain accurate records and optimize their financial operations. Her commitment to precision and professionalism allows business owners to focus on growth with confidence.

Rob Oberst

Rob Oberst brings over 40 years of executive-level experience in operations, financial management, and strategic planning. With expertise across manufacturing, distribution, healthcare, and energy sectors, he provides valuable insights into diverse business challenges.

Throughout his career, Rob has delivered measurable results by streamlining operations, optimizing processes, and implementing data-driven solutions. His approach combines analytical precision with practical business acumen, ensuring clients receive both strategic insight and actionable recommendations.

As a key member of the financial advisory team, Rob helps business owners turn operational challenges into growth opportunities. His commitment to excellence and deep understanding of business operations make him a trusted partner in driving long-term success.

Rob Oberest

Together, Jackie and Rob transform uncertainty into opportunity, so you can build the business you’ve always envisioned.

Expertise Beyond Basic Bookkeeping

With 30+ years of experience and a Master’s in Data Analytics, we deliver more than just clean books. We provide deep financial insights that help small business owners understand their numbers, optimize operations, and uncover opportunities for growth—something most bookkeepers don’t offer.

Data-Driven Decision Tools

Our service includes creating custom dashboards and real-time reporting systems, giving clients a clear, up-to-the-minute view of their financial health. These tools help business owners make informed decisions about hiring, expansion, or pricing—without the guesswork.

Proactive Financial Oversight

We don’t just record transactions; we act as a financial partner. From spotting missed tax deductions to identifying cost-saving opportunities, we help our clients stay ahead of potential challenges and make smart, proactive moves that drive profitability.

Accounting and Bookkeeping Services Tailored to Your Needs

We offer a range of services designed to empower your business including:
Monthly Financial Health Checks

Get a clear snapshot of your business’s performance.

  • Understand key financial metrics and transactions to stay on top of cash flow.
  • Catch potential compliance or financial issues early, avoiding costly mistakes.
  • Access expert guidance through monthly strategy sessions curated to your goals.
  • Gain personalized insights and actionable recommendations to drive growth.
  • Obtain real answers to your financial questions for a deeper understanding of your business.
Profit & Loss Analysis

Transform your numbers into actionable insights with in-depth profit and loss reviews.

  • Discover where your business is making and losing profit.
  • Receive strategic recommendations to improve profitability and efficiency.
  • Uncover hidden profit opportunities in your data.
  • Analyze your profit margins to ensure your business remains competitive and scalable.
  • Identify and eliminate unnecessary expenses to maximize profit.
Tax-Ready Financials

Eliminate tax season stress with year-round preparation.

  • Keep your books clean and accurate all-year-long.
  • Ensure your financial records are always ready for tax preparation, audits, or lender requests.
  • Make tax season seamless with detailed, organized records.
Remote Fractional CFO Services

Bring decades of expertise to your business at a reasonable cost.

  • Access customized financial guidance and strategic planning.
  • Make data-driven decisions for sustainable growth and profitability.
  • Create strategies based on facts with detailed financial forecasting.
  • Receive insights and recommendations that align with your long-term goals.
Catch-Up Bookkeeping

Get your records back on track, quickly.

  • Bring your overdue books up to date from any point.
  • Resolve bookkeeping backlogs to regain control of your finances.
  • Set your business up for success with organized, reliable financial records.
Custom QuickBooks Setup & Training

Utilize a customized QuickBooks system designed to meet your specific needs.

  • Take part in personalized training to confidently manage your system.
  • Learn tips and tricks to optimize QuickBooks for your workflow and maximize efficiency.

Smarter Finances, Stronger Business

Your Accounting & Bookkeeping Resource Hub

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Get In Touch for Clearer Finances

Ready to take control of your business’s financial health? Contact us today to discuss how our expert accounting and bookkeeping services can simplify your processes and drive growth.
What is the easiest way to do bookkeeping for a small business?

The easiest way to handle bookkeeping is to hire a professional. A bookkeeper can set up systems that simplify the entire process, like using accounting software customized to your business, and take care of categorizing transactions, reconciling accounts, and preparing financial reports. Instead of spending hours on bookkeeping, you can focus on growing your business while a professional ensures your records are accurate and up to date.

Hiring a professional bookkeeper typically costs between $500 to $3,500 per month, depending on the complexity of your business and the level of service needed. While it might seem like an expense, it’s an investment in accuracy, compliance, and time savings. A professional ensures your books are always tax-ready, uncovers opportunities to save money, and helps you avoid costly mistakes.

A professional bookkeeper takes the burden of financial management off your shoulders. They handle the day-to-day tasks like recording transactions, reconciling accounts, tracking expenses, and preparing accurate financial reports. Beyond just “keeping the books,” a professional bookkeeper ensures compliance, organizes your records, and provides insights to help you make confident decisions about your business. With their expertise, you’ll save time, reduce errors, and gain clarity on your financial health.

Yes, you can do bookkeeping without QuickBooks, but hiring a professional makes the process much smoother and more reliable. While alternatives like spreadsheets or other software exist, they require significant time, attention to detail, and accounting knowledge to manage effectively. A professional bookkeeper can work with or without QuickBooks, using tools that best fit your business, ensuring accuracy, efficiency, and peace of mind—regardless of the system in place.

All our services are performed 100% in the United States by experienced professionals. We believe in providing high-quality, personalized support, ensuring your sensitive financial data is handled securely and accurately—never outsourced.