I am truly grateful for the incredible experience with Merritt Bookkeeping. The onboarding process was genius and user-friendly; the directions were clear and concise, making it almost impossible to mess up. Whenever I had a question, it was promptly answered, and I was back on track in no time. My books were a mess as I have been so busy getting my restaurant off the ground, I had no time to work on them. They went back to the start and got my books in order. The cost is totally reasonable, and they were flexible in allowing installments for the additional expense of having to backtrack, which was crucial for me during our slow season. Bookkeeping is foreign to me; I know how to run a kitchen and keep food costs in check. Those numbers make sense to me, but reading numbers from a business perspective is something I still have a lot to learn about. As a business owner, knowing your numbers is crucial to continued success, the breakdowns and reports that Merritt Bookkeeping provides has helped me make sense of things quickly. I am genuinely grateful for Merritt Bookkeeping. They have relived a lot of stress for me. read more

Completely misleading! I went with this firm based on their reviews. The onboarding and set-up was great. The problem came in when I sent my year-end financials to my Accountant and he couldn't work with the files due to numerous errors. read more

I am very, very pleased with the service. I found the review process to be simple and straightforward. I appreciated the consultative approach by the Merritt team with the back-and-forth handling of questions or follow-up items all coordinated via email at my convenience. The emphasis on the overall customer experience was incredible. The financial reports go beyond a mere profit and loss statement. I was happy to see so many different financial perspectives from which to analyze my business. This is a great value-added service for small businesses who need to keep overhead costs low. read more

I was blown away by the speed of response, great communication, and the end product when switching over to Merritt Bookkeeping. I was paying $90/month for the QuickBooks program + $775/month to my CPA to keep my books in check. That was an absolutely unsustainable amount for my small business and actually started to put us in a bad spot financially just to keep our books straight! Merritt's flat rate of $190 and allowing us to cancel our QuickBooks is saving us insane money and gonna help us turn it around this year. The monthly reports are the BEST I've ever gotten and gave us so much insight and showed us our mistakes within the first month. They deserve 10 stars. read more

These guys have been great to work with and they are very responsive you even hear from the owner to make sure you're happy. They have in-depth reporting that allows you a very nice overview of all your business activities. I would highly recommend you give them a try you won't be disappointed. read more

Jordan has a great system for busy entrepreneurs. I have 3 companies. Merritt is managing 2. They cleaned up my books from Jan - May. Now provide monthly bookkeeping services. I miscommunicated my needs on an intake form for one of the companies. Which resulted in a cost that was more than what I had budgeted for. Jordan extended me some grace and I didn't have to suffer the full consequence of my mistake. Hema, who manages my account each month is both patient and kind. My books are now orderly enough to pursue the next phase of my business; government contracting. Looking at the reports that they provide is a reality check. I'm too busy managing too many things. Which is completely unsustainable...I know. But with Merritt I can at least not worry about my books each month. Highly recommend. read more

Merritt is a standout professional Bookeeping service that truly saved my butt. Getting a small business started right before COVID hit, going through a separation after 30 years, being a two person operation that trains working dogs and pets- finances basically stopped for me. Everything in my QB was a mess as it was never set up properly. Jordan Merritt and his amazing team got everything in order so I could file taxes and get on track. I can't say enough about their professionalism, lack of judgment, fees, depth of knowledge and efficiency! They've given me the peace of mind to jump back into dog training with a clear mind and focus. I highly recommend Merritt!! read more

So grateful I found Jordan and his Team! They are so on top of my bookkeeping, always making sure my business is covered. The communication is *chefs kiss*. Their process is so easy, and the reports they send are so helpful. Very affordable, and worth every penny. Highly recommend this company to anyone looking for the perfect bookkeeper! read more

Very satisfied with the service we have received. Merritt Bookkeeping continues to improve and provides a high level of service. Monthly updates arrive within the first 7 days of the month or earlier. Very knowledgeable on Quickbooks. I highly recommend them. read more

The thought of keeping my books absolutely makes my pancreas quiver. That's a big nope, from me! The team at Merritt Bookkeeping has shifted this daunting task from my plate to theirs, allowing me focus my finite energy on the most crucial tasks for my business: designing, marketing and sales. I have found the tools we use to communicate to be simple, streamlined and successful. But here's the 6th star thing: they're also really a pleasure to work with. They are patient, thoughtful and kind. (Perhaps this is over-disclosure, but instead of routinely feeling guilty or like I am in trouble for neglecting an open question or lagging on something here or there, there is nothing but helpfulness and friendliness on the other side. That makes a difference in a stressful world.) IMHO, this firm is World Class. Worth. Every. Penny. read more

Incredible resource for our small business. Their attention to detail and outstanding customer service make them worth every penny of the reasonably priced service. I get email responses to my questions so quickly. They have made our lives so much easier by taking care of the minutia of keeping our books, and you cannot believe the end result with organized spreadsheets, graphs and more. We were apprehensive about choosing a "virtual" service, but very quickly saw we made the right decision and now have so much piece of mind. You cannot go wrong with Merritt Bookkeeping! read more

I have been very happy with Merritt Bookkeeping. They are very thoughtful, professional and have a good system. I was looking to get away from my previous bookkeeping service because I was paying quarterly and the amount due was always a surprise. And not in a good way. With Merritt, I pay monthly. And with a fixed cost, I can better manage and anticipate my expenses. Plus, there was the added bonus that once Merritt took over with their own Quickbooks, I was able to save a little by canceling my monthly payment with Quickbooks online. Thank you Merritt! read more

Signing on with Jordan and his team at Merritt Bookkeeping Services was A GREAT decision. Not only are the prices the best in the space, they are extremely fast to respond to any and all questions and do an amazing job keeping our books organized. I also get to communicate with the same person month over month, so the small business feel is real! Thank you to Merritt for doing such an amazing job for us! I can't recommend you enough. read more

Merritt book keeping has been a life savior for my business. Running a business keeps us busy enough, and having Merritt book keeping keep track of our finances is a load off my shoulders. The process was so easy to get started. The price is incredible compared to my local book keeping services. They do everything I need in a timely manner and answer every question satisfactory! I highly recommend this company to anyone in any line of business. read more

The Merritt Bookkeeping team has been terrific to the non profit I work for. My fellow staff and I are so grateful for the service. We were on a steep learning curve in the beginning, so it took us a while to get in sync with their system, and their team was unbelievably patient with us. The training video is excellent and the monthly reports are thorough, professional looking, and timely. We are very satisfied customers, and being a nonprofit cat rescue organization, really appreciate that we are as high a priority for Merritt as their business clients. Thank you Merritt team! We highly recommend your services! read more

These guys are awesome. As a small startup, you'd think that money in/money out would be a straight forward thing. You'd be wrong. It's a rather time consuming endeavor. I now have the time to actually focus on my business, instead of messing with QuickBooks. Pros: - Friendly - Knowledgeable - Detail oriented Cons: - Too awesome read more

I've been working with Perry and Jordan for several years now. They helped me figure out my business financials and keep me in line for taxes. They are easy to work with, responsive, and really know their stuff. Glad I have Merritt Bookkeeping on my team! read more

As a business owner for about 4 years now one of the things I couldn't stand doing was bookkeeping. It took up most of my time and I needed a reliable company who was going to be there for me. Merritt Bookkeeping does just that, they are reliable, efficient and have outstanding customer service. Their prices are also affordable! I can't imagine going with any other company to handle my books. My business succeeds more thanks to them! Thanks Merritt Bookkeeping! read more

Simple, Reliable, Affordable... Merritt Bookkeeping has always been a vital component to my company's financial efforts. Very knowledgeable and efficient, Merritt Bookkeeping gets the job done right, and at a fair price. I no longer worry about the "books" and am able to fully focus on my core strengths of running my company and moving towards my goals. I highly recommend Merritt Bookkeeping! read more

The price is unbeatable. The guarantee basically takes the risk out of starting to work with them. And then there's that added bonus of feeling super awesome about yourself for having your life together!! I was referred to Merritt Bookkeeping by another satisfied customer and am very glad to have found them. They are a dynamic and responsive team of people. The owner, Jordan Merritt, possesses the highly unusually paired talents of both a left & right brain thinker. He's made a bookkeeping company for a your REAL business that is running 100mph with little allocated time for accounting. His monthly reports take the data (generated by your incoming and outgoing money) and turn it into information you can make decisions with. I've enjoyed all my interactions with Merritt Bookkeeping and would recommend them. An example of how accounting helps in real world situations is that we need a new vehicle and could tell from our accounting reports where an easy cutback would free up money for that truck payment! read more

We've been a client of Merritt Bookkeeping for over a year and their service is fantastic. They are always prompt at returning phone calls (rare after you get setup) and their service allows me to spend less time "in my books" and more time "on my business". They are top notch! read more

I cannot recommend them highly enough! After dealing with a bookkeeping nightmare for my business, I switched to Merritt and am so happy I found them. They are seriously on top of their game. They had my entire 2017 year cleaned up and accurate within a few days, and thankfully charged a lower rate to bring everything up-to-date, which I really appreciated. Their monthly rate is competitive, and entirely worth it. They are responsive, quick, and the reporting and data is easy to read and download. If you are looking for top-notch bookkeeping, look no further. I will never leave them! Thank you, Jordan! read more

I've just been with Merritt for a short while, but already couldn't be more impressed with their service. It's a tremendous value, and they really treat you like a valuable part of their business. I would recommend Merritt to any small business wanting to take control of their finances, and take a bit of work of their own plates at the same time. It's a win-win. read more

We are a small bakery with huge ideas. Being with Merritt has given us the ability to concentrate on our customers and our baking, and NOT the books. This has been the greatest gift. The price of Merritt Bookkeeping Services is affordable and worth every single cent. I cannot tell you how happy we are to have found Merritt. We now feel like they are a partner in our success. The Rolling Pin Bakeshop - Denver, CO read more

Your review helps others learn about great local businesses. Please don't review this business if you received a freebie for writing this review, or if you'reI'm a business owner who kept his own books for the first 3 years of running my shop. I thought I was saving money by doing it all myself. But now, after working with Merritt Bookkepping for the past 6 months or so, I see how much time, energy, and ultimately money that I am saving by working with them. Jordan has laid out in detail, and charted and graphed all my my cash flow figures. He's always there to explain what I don't quite understand, and make my business run more smoothly. I highly recommend using Merritt to keep your books in order. They are friendly and efficient in their work, and it will make your life easier, and less stressful...At least it did for me. connected in any way to the owner or employees. read more

Trying to stay on top of my old bookkeeper was such a struggle. I always dreaded tax season, since my old bookkeeper was usually behind on the work. Finally, after five years of frustration I switched to Merritt Bookkeeping and it has changed everything. The migration process was unbelievably painless, they had me set up in 15 minutes. Now, my books are automatically updated every month. Professional reports, easy setup, and a low monthly fee are a few of the many reasons I recommend Merritt Bookkeeping to all of the small businesses I work with. From one small business owner to another, do yourself a favor and check them out. UPDATE(!!!!) I'm still working with these great people, and I love everything about it. Can't recommend them enough (actually, I don't stop recommending them!) Get your books in order, get with Merritt and stop worrying about the small stuff. read more

I was becoming increasingly frustrated with quickbooks and found myself spending way too much time on bookkeeping tasks. Cue Merritt Bookkeeping. Jordan, Perry, and the rest of the team made it easy and painless. They tidied my books, provide insightful reports and freed up loads of time. Thanks for all the help! read more

We recently signed on with Merritt and I'm still pinching myself. We are a startup and have used other services. Based on our first month closing our financials, they've exceeded what are big promises from reviews I read and what they promised. Their responsiveness from everyone in their organization has been fantastic. Seriously same day turnaround on emails. Sometimes same hour. I've thrown everything at them and I have not found them to get rattled or throw off their schedule. Their communication style is so straightforward. We know where things stand, when they need help from us and what to expect. Truly have felt like they're part of our team. Utmost professionalism from everyone and personable at the same time. No air to them other than wanting to help and having the knowledge and skills to do so. The tools they've put together to help have also been thoughtful and clearly designed to make everyone's everyday easier. So glad we found you, Jordan and Merritt Bookkeeping! read more

Jordan Merritt & Merritt Bookkeeping are great. Very attentive & willing to help any time. I run a small property management company and use him for the company operating account. I have been happy with the service he's provided me over the last year or so. read more

As a small business owner having all my books settled gives me peace of mind. When tax season comes Merritt service helps make it less cumbersome and time consuming. Highly recommend having them help keep you finances in order. I will be recommending them to my own clients! read more

Let me preface this review by stating I have used multiple bookkeeping services for my personal training business & all three companies have done the same grade work. But what stands about Merritt is how personable they are. The previous two companies I used didn't make me feel as comfortable as Merritt has. Both previous companies made me feel rushed when talking to them and seemed Rather annoyed when I asked them to explain simple details. With Jordan and Perry; they really cared about the success of my business. I could easily do the work myself (and I was contemplating) but by the sheer fact that they are so personable and enjoyable to work with, makes more than happy to continue using their services. read more

Merritt Bookkeeping is affordable despite the work being high quality. I had estimates to fix my company's books that I could not afford, but Merritt made it happen. They communicate clearly and directly and always quick to respond. They cleared up a few years of transactions in just a few days. If you need book keeping services, you should use Merritt. read more

I hired Merritt in the middle of last year. I'm not a bookkeeper and am not very familiar with QuickBooks and I was going crazy trying to keep up and kept falling behind. They took over all of my accounts, brought them up to date and gave me one of the simplest interactions I've ever had with my accountant in getting my taxes done this year. I highly recommend Merritt. read more

We opened our business a year ago and after a whirlwind of a first year I had gotten behind in my bookkeeping. I realized there was no way I was going to be able to get it all done before the upcoming tax season. I found Merritt Bookkeeping Services and contacted them. Jordan was super quick to respond back to me and we got started right away on my books. Everyone there that I talked to were very helpful and proficient. The process was easy to understand and I was easily able to review all transactions in a clear and organized process before my reports were sent to me. The reports I received were thorough and has giving me a clear image of where our business stands financially. Merritt Bookkeeping Services saved me a lot of time that I just didn't have and took all the stress off of me. I am thankful for them, knowing that my books are in proper order and that I am ready for tax season. I would suggest this company to any business owner who could use bookkeeping services. You won't be disappointed! read more

No surprise these guys have 5 stars. They are lifesavers! Seriously. I'm in the middle of growing a successful private medical practice, conducting Clinical Trials, finishing my Doctorate program and writing my Doctorate thesis. Needless to say, I'm busy. :) Perry and Jordan have taken the little things off my plate that I stress about. They are friendly, helpful, patient and professional. I highly recommend Merritt Bookkeeping! read more

My partners and I run a couple of businesses, and we wanted to focus on what we need to grow the business and not have to worry too much about accounting. Time is so important to us. So we hired Merritt Bookkeeping. Right away we loved how easy it was to get set up. We liked how they were a remote option that offered an automated system which had processes in place (Using Google docs for example). We operate very lean and everything we do is automated or has processes in place. We are highly against working with non tech savvy people/companies. The best things about working with Merritt Bookkeeping are that we barely have to talk to them! For us that is a good thing. We review everything closely but just did not want to hire someone where we had to micro manage. Really takes any pain out of the whole process. We also like having someone more experienced with basic reporting. It takes them much less time than us and that's how we make decisions on bringing on consultants. We would definitely recommend this company if anyone is looking for a bookkeeper for their small business. read more

Initially I was hesitant to hire a bookkeeper due to pricing concerns. But the cost to hire Merritt Bookkeeping has been worth it, as it's saved me the stress of having to update my quickbooks transactions. I would recommend these guys to other small business owners like myself. read more

I've run several small business over the years, and the biggest challenge I have had is keeping all my financial information straight. At tax time I'd always end up spending weeks trying to make sense of everything I'd kept during the year and I'd always end up missing something. It was a Nightmare, and not doing my bottom-line any favors. Then a friend recommended Merritt. Wow. Now everything is documented, organized, and easy to understand. In addition to the time it has saved me (and that is a Lot!) I have also found having this service makes me better at managing my business because I can actually "see" what my expenses are in each different category, track trends over time, and not have to ever worry if I am missing something. Letting go of any part of a small business and trusting others is hard for a lot of owners , but having Merritt do your books will be the best decision you make. It certainly was for me. read more

These guys are absolutely amazing! They helped me catch up on months of book-keeping that I just did not have any time for. As a business owner, we are burdened with so much and there is just not enough time in the day. I felt like my head was underwater. Jordan, Perry and the team helped me get my footing back and for such a GREAT and AFFORDABLE price. A+ to this team read more

As a retired former full charge bookkeeper for a property management company with 25 sets of books, and a current private bookkeeper for many companies in Southern California, I made the decision to retire from my businesses in the San Diego area several months ago. I searched and luckily found Merritt! I delayed my review until now, so that I could get the feed back from my former clients. My former clients are very happy with the professional services they are receiving. They in turn are able to refer additional small businesses that they work with since I was no longer accepting clients or any new business. I can now sleep well, knowing my long time customers are receiving such excellent services!!! read more