Clean books enable better business decisions
Elevate Your Business Decisions with Olive Tree Bookkeeping!
Quality Bookkeeping Services
We provide expert bookkeeping services tailored to help business owners make informed financial decisions.
Business Decision Support
Discover how our bookkeeping solutions can empower your business and enhance your financial management strategies.
OLIVE TREE’S SERVICES
Monthly Bookkeeping
QuickBooks Online support – while you focus on your business.
Transactions categorized so you always know where your money’s going.
Bank & credit cards reconciled every month — stress and worry-free.
Financial statements delivered within 2 weeks of month-end.
Bookkeeping Catch-Up
A little behind? Let’s get you caught-up!
Need to get ready for taxes? Clean up those records so your taxes are filed on time without penalties.
Transactions reviewed, recorded and categorized properly.
Statements created for a complete picture of how your business is performing.
Statements Review and Consulting
Have questions?
We can help interpret those financial statements.
Identify trends, both good and bad, letting you get in front of your business.
Point out gaps – sometimes missing items are harder to identify, let us help.
Essentials
$250 – $350
per month
For small, simple businesses that want accurate books without the stress.
Professional
$350 – $500
per month
For growing businesses that need more involved bookkeeping and accounts management.
Premium
$500 – $750
per month
For businesses with complex needs, accrual reporting, and special reporting requests.
Hi! I’m Terry Yee 🙂
After more than 20 years as a CPA and MBA working in accounting and financial leadership roles, I’ve seen firsthand how overwhelming bookkeeping can be for small business owners. That’s why I started offering bookkeeping services — to take the stress out of the numbers so you can focus on running and growing your business.
I love helping business owners get organized, stay on top of their finances, and feel confident about their decisions. Think of me as your partner in keeping the books clean, accurate, and easy to understand.
“Turning numbers into confidence for small business owners.”
Testimonials
★ ★ ★ ★ ★
Client Satisfaction Guaranteed
“Terry and I worked together for several years on a variety of accounting, tax, and audit engagements. I found him to be capable, competent, practical, and personable with a real entrepreneurial bent. All indicators of a top-notch accountant and businessman.“
★ ★ ★ ★ ★
Mike McManus
Client Focused
“I have worked with Terry over the years as a colleague and a client. I have come to know him as professional, knowledgeable, and efficient. He’s an advocate for his clients with an understanding of both accounting and the nature of small business.
★ ★ ★ ★ ★
Jeff Clawson
