OverView Bookkeeping & Consulting LLC

The Business Behind Your Business

Bookkeeping service in Douglas, MA (show on map)

4.8

★★★★★

25 reviews

OverView Bookkeeping & Consulting helps small and mid-sized businesses uncover savings, streamline operations, and build a foundation for lasting growth.

Call (508) 949-3442

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About

Since 2005, OverView Bookkeeping & Consulting LLC has empowered hundreds of business owners across the country to save millions of dollars on workers' compensation, health, and business insurance premiums, as well as reduce common monthly expenses like energy, payroll fees, and credit card fees. Leveraging firsthand entrepreneurial and business consulting experience, OverView goes beyond data entry to interpret financial data, providing cost-efficient decision support that often exceeds the monthly subscription cost.

Subscription-based bookkeeping with unlimited support

Deep financial insights and cost-saving strategies

QuickBooks and QuickBooks Advanced certification

Insurance and credit card fee negotiation expertise

Services

Bookkeeping Services

Subscription-based bookkeeping with QuickBooks and QuickBooks Advanced certification, focusing on uncovering savings opportunities.

Flat-rate monthly billing Reconciliation and reporting Revenue and expense tracking QuickBooks & QuickBooks Advanced certified Clear understanding of accounting principles

Payroll Services

Low-cost payroll solutions with PEO provider insights, saving 30%-80% without switching providers.

Negotiated low rates No compromise on service quality PEO provider benefits explanation

Business Insurance

Expert negotiation of workers' compensation, health, and business insurance premiums.

Licensed property, casualty, health, and life insurance agents Adept negotiation with underwriters Best-in-class coverages at low cost All premium credits applied

Credit Card Fees Management

Pre-negotiated rate schedules and continuous monitoring for ongoing savings.

Pre-negotiated rate schedules Continuous monitoring for savings Savings even with locked-in software applications

Office Expenses Management

Negotiation on cell phone, internet, office supplies, and copier leases.

Negotiation on cell phone and phone system hardware High-speed internet savings Lower office and janitorial supply costs Save on copier leases

Training & Strategic Planning

Courses and workshops to grow businesses, manage time, and frame financial future.

Framing Your Financial Future Tactical Business Planning 5 Courses To Grow Your Business Practice Management Solutions Course Strategic Time Management Effective Task Management

Credentials & Certifications

QuickBooks Certified

QuickBooks Advanced Certified

Bookkeeping Certified

Reviews

Rating

4.8

★★★★★

Reviews

"They are responsive, reliable and accurate."

Frequently Asked Questions

What makes OverView Bookkeeping different from other bookkeepers? +

OverView Bookkeeping unlocks big-business insights within the numbers and identifies savings opportunities that other bookkeepers often overlook, offering a unique approach that goes beyond data entry to interpret financial data for cost-efficient business decisions.

How can OverView help me save money on insurance? +

OverView leverages first-hand experience as entrepreneurs and business consultants to negotiate lower workers' compensation, health, and business insurance premiums, often saving clients millions of dollars annually.

What certifications does OverView Bookkeeping hold? +

OverView Bookkeeping is QuickBooks Certified, QuickBooks Advanced Certified, and Bookkeeping Certified, ensuring a deep understanding of accounting principles and software capabilities.

Can OverView help with credit card processing fees? +

Yes, OverView offers pre-negotiated rate schedules and continuous monitoring to ensure ongoing savings on credit card processing fees, even when locked into certain software applications.

What is the Quick Start program? +

The Quick Start program builds a bookkeeping foundation fast by creating a chart of accounts, setting up recurring reports, and providing training on how to use these reports for better financial management.

How does OverView's subscription model work? +

OverView offers a flat monthly fee for unlimited bookkeeping services, allowing clients to anticipate annual costs, get bookkeeping questions answered without extra charges, and proactively find savings rather than reactively fixing errors.