Logo for Shere Financial featuring large white dollar sign and letters 'S' and 'F' on a black background with vertical red and green stripes on the left.

Shere Financial Bookkeeping

We are a local, community-focused business specializing in stress-free bookkeeping for solo entrepreneurs and small LLCs, offering monthly support, cleanups, and simple financial clarity. Whether you're just getting started or catching up, we’re here to help you feel confident and in control.

How can we help you?

Monthly Bookkeeping Services

Our monthly bookkeeping service is designed to give solo entrepreneurs and small business owners peace of mind and financial clarity — without the stress. Each month, we’ll take care of the numbers so you can focus on what you do best.

    • Transaction Categorization – We’ll sort and label your income and expenses so everything’s tidy and tax-ready.

    • Bank & Credit Card Reconciliations – We’ll make sure your books match your statements, down to the penny.

    • Monthly Financial Reports – Get easy-to-read reports that show how your business is doing — no jargon, just clarity.

    • Ongoing Support – Have a question? Need a quick check-in? We’re just an email away.

    • Optional Add-ons – Need payroll, invoicing, or budgeting help? We’ve got you covered.

One-time Cleanup

Behind on your books? No worries! We specialize in getting things back on track with calm, judgment-free cleanup support. Whether it’s a few months or a full year of catch-up, we’ll help you feel organized and confident again.

    • Historical Transaction Sorting – We’ll go through past months and categorize everything accurately.

    • Bank & Credit Card Reconciliation – Matching your statements to your books, even if they’ve been neglected.

    • Fixing Chart of Accounts – We’ll clean up messy categories and make sure your financial structure makes sense.

    • Correcting Errors & Duplicates – Spotting and resolving issues that may have slipped through.

    • Ready-for-Tax Reports – Clean, clear financials you (and your tax pro) can trust

New Business Setup - COMING SOON

Just launched your business? We’ll help you start strong with a clean, simple bookkeeping foundation — no stress, no guesswork. This one-time setup is perfect for new LLCs, sole proprietors, or anyone ready to get organized from day one.

    • Chart of Accounts Setup – We’ll build a custom structure that fits your business and makes tax time easier.

    • Software Guidance – Not sure which bookkeeping tool to use? We’ll help you choose and get it set up right.

    • Bank Feed Connections – We’ll link your accounts so transactions flow in automatically.

    • Initial Categorization – We’ll help you label your first month of income and expenses to get you rolling.

    • Quick Training Session – Learn how to keep things tidy going forward — or hand it off to us for monthly support.

Let’s chat!

Are you ready to get your books in order? We’re ready to help!

Our 60-minute consultations are absolutely free. We’ll spend that time getting to know you, your business, and your goals, then determine how we can best help you move forward. Our goal is to lift the weight of managing books off your shoulders so you can focus on running your business, not paperwork. Click the button to book an appointment!

Book a Free Consultation

Not ready to book a consultation and just have a quick question? Call or text us anytime and we’ll get back to you by the next business day.

Phone: ‪(503) 308-1175‬

About us

Hi, we’re Josh and Meg Shere, husband and wife, and owners of Shere Financial here in Saint Helens, Oregon. We care deeply about this community and love being involved in the things that make it special. We support and coach our local youth football program, help out with our local horse 4-H group, and never miss the Columbia County Fair and Rodeo each summer.

Through Shere Financial, we work with solo entrepreneurs and small business owners who want to feel more in control of their finances. We focus on keeping things organized, clear, and easy to understand so you can make confident decisions without the stress. We have spent a combined 19 years in the finance world, and genuinely putting that experience to work for you, turning a pile of uncategorized transactions into something clean and useful.

We bring a calm, steady presence to our work and believe in being helpful, honest, and down-to-earth. If you’re looking for someone local who understands the ups and downs of running a small business and wants to help you succeed, we would love to connect.

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Frequently Asked Questions

  • We offer a range of services, including ongoing monthly bookkeeping services, a one-time cleanup of your books, or help starting your new business. We specialize in small businesses and love to support local.

  • Even if you just want to talk and see if we would be a good fit for your needs, scroll up and schedule a free 60-minute consultation. We’ll discuss your needs, our services, and see if we can help you reach your goals.

  • We are a local, family-oriented business, who, like you, started from the ground up. We understand what it means to be a small business in a small town and will be looking out for you and your family.

  • If you aren’t quite ready to schedule a consultation appointment, feel free to reach out to us at meg@sherefinancial.com. We are always eager to help and answer any questions you may have.

  • We offer competitive, flat-rate pricing. We understand that small businesses can sometimes have thin margins and we aim to provide quality, meaningful service, at a fair price. When you speak with us, we will discuss pricing based on the size of your business, as well as the services you are interested in.

  • Fun! Running a business is stressful, but it’s also an incredible journey. We aim to treat you like a friend, being honest, truthful, and forthcoming about business insights and spending. We are here to make your life easier, and if we can laugh and have some fun while we do it, even better!.