reach your peak and beyond
Providing professional virtual bookkeeping for small service-based business owners ready to level up
Pristine books, financial clarity, peace of mind
Helping business owners who’ve outgrown doing it all themselves
At Pine Peak Financial Solutions, I offer virtual bookkeeping for service-based businesses, freelancers, and solopreneurs who are tired of muddling through QuickBooks and tax prep stress.
You deserve pristine, up-to-date books and a financial partner who gets your business. I help you save time, reduce risk, and gain clarity—so you can focus on the work you love, not your ledger.
How I help
Every month, I deliver organized, audit-ready financials using QuickBooks Online and integrated cloud platforms.
My services include:
Monthly Bank and Credit Card Reconciliations
Expense Categorization and Cleanup
Invoicing and Accounts Receivable Support
Custom Financial Reporting
Year-End Prep and CPA Collaboration
Bookkeeping Catch-Up and Clean-Up Projects
Flat-Fee Monthly Pricing Customized to Your Needs
Here's how it works
Step 1
Discovery Call
Free 30‑minute chat to hear what’s challenging you, answer your questions, and explore how we could work together. No pressure or obligation—I’ll show you the value first, and you decide if it’s a fit.
Step 2
Diagnostic Review
Free in‑depth review of your QuickBooks Online file to pinpoint exactly what’s needed to get your books in order. You’ll receive a tailored proposal after a full check of transactions, bank accounts, Income Statement, Balance Sheet, inventory, AR, and AP—still with zero obligation to move forward.
Step 3
Clean Books
When you’re ready to move forward, I’ll send over a digital contract, payment request, and a list of anything else I need to get started. After that, you can relax—I’ll handle the cleanup and deliver clear, consistent monthly reports.
About you
You’re a driven small business owner with growing revenue and growing responsibilities. You’ve been in business a few years and are ready to let go of the tasks holding you back.
You value organization, accuracy, and collaboration—and want a reliable partner who’s just as invested in your success as you are.
If you’re tired of wondering where your money went, dreading tax season, or trying to DIY your books at 10pm, you’re in the right place.
About me
Hi, I’m Erica—founder of Pine Peak Financial Solutions.
With a background in accounting and experience running small businesses, I understand the demands on your time and the pressure to “do it all.” That’s why I bring a personal, detail-oriented, and responsive approach to your books.
My mission?
To help you feel financially secure, in control, and confident about your next big step—whether that’s hiring your first employee, launching a new offer, or finally taking a vacation.
📍Based in Shoreline, WA — Serving clients virtually across Seattle, Edmonds, and beyond.