Orange, VT Local Practice: Serving Small Businesses, Trade Contractors & Non-Profits Across Vermont
(859) 314-6603
LB
Lewis Bookkeeping of Vermont LLC • Orange, VT
Certified QuickBooks ProAdvisor Month-to-Month • Zero Long-Term Lock-In 📍 Orange, VT (Serving All of Vermont)

Audit-Ready Monthly Books Without In-House Payroll Overhead.

Lewis Bookkeeping of Vermont LLC helps local small businesses, trade contractors, and non-profits keep bank and supplier accounts reconciled, protect project margins, and stay ready for tax season or loan underwriting year-round.

Whether your books are current, 3–24+ months behind, or sitting in a glovebox of supply-house receipts—you work directly with Kevin Lewis in Orange, VT with zero judgment, predictable flat-fee packages starting at $250/mo, and a simple 30-day written notice policy.

Book Free 30-Min QBO Diagnostic Estimate Your Monthly Rate Direct Calendly Link →
$250/mo
Core Package Start
100%
Non-Competing w/ CPAs
30-Day
Simple Notice Policy
1-on-1
Direct Local Support
Vermont small business bookkeeping workspace overlooking the Green Mountains
Vermont Small Business & Trade Specialist

Clean Reconciliations, Job-Cost Clarity & Underwriting-Ready Financials

Quick Self-Check: How Can We Help? Click to customize
Why Local Matters

Bookkeeping Built for Real Vermont Business Owners

You didn't start your business to spend Sunday nights balancing bank feeds, untangling supply-house statements, or stressing over tax deadlines.

Direct Access to Kevin

Work directly with Kevin Lewis, Owner & Certified QuickBooks ProAdvisor in Orange, VT. No out-of-state call centers, revolving account reps, or generic bots.

Field-to-Office Job Costing

Protect project margins before the job wraps up. We map materials, wholesale supply statements, crew labor, and subcontractor bills directly to individual projects.

Commercial Lender Ready

Financing a work truck, excavator, or commercial line of credit? We deliver tied-out P&L, Balance Sheet, and debt schedules that Vermont lenders require.

Predictable Flat-Fee Scoping

Zero hourly billing surprises. Every monthly package is a fixed flat fee scoped to your actual account and transaction volume on a flexible month-to-month agreement.

Who We Proudly Serve

Tailored Workflows for Every Corner of Vermont Commerce

Filter by your organization type below to see how we customize QuickBooks Online, reconciliations, and reporting for your operations.

🔨 Best Fit: Growth / Plus

Trade Contractors & Custom Builders

Plumbing, HVAC, electrical, excavation, framing, and general contractors. We track project job-costing, wholesale supply-house statements, subcontractor 1099s, and progress draws.

Project Job-Costing Supply-House A/P 1099-NEC Compliance
🏪 Best Fit: Core / Growth

Main Street Retail, Makers & Hospitality

Country stores, jewelry & artisan studios, bakeries, and local boutiques. We reconcile Square/Clover/Shopify POS batches, merchant fees, inventory purchases, and Vermont myVTax filings.

Square & POS Matching VT Sales & Rooms Tax Inventory COGS
🤝 Best Fit: Plus Package

Non-Profit Organizations & Community Boards

Housing organizations, community associations, conservation groups, and arts non-profits. We manage restricted vs. unrestricted fund accounting, grant compliance, and board financial packets.

Restricted Fund Tracking Grant Compliance Board-Ready Reports
🌿 Best Fit: Core / Growth

Health, Wellness & Personal Care Studios

Salons, massage & physical therapy practices, chiropractors, and fitness studios. We track booth rentals, retail product margins, practitioner payouts, and recurring memberships.

Booth & Chair Rentals Tip & Payroll Entry Retail Product Split
💼 Best Fit: Core / Growth

Professional Services, Agencies & Creatives

Designers, consultants, legal & architectural practices, and independent specialists. We organize client retainers, project billables, software subscriptions, and clear quarterly P&Ls.

Retainer Invoicing Quarterly Tax Prep A/R Aging Follow-Up
🚀 Best Fit: Core ($250/mo)

Solopreneurs & New Vermont LLCs

Just registered with the Vermont Secretary of State or ready to separate personal and business finances? We configure your QuickBooks Online Chart of Accounts cleanly from day one.

QBO Cloud Setup Owner Draws vs. Expense 2 Accounts / 75 Tx
Trade Contractor & Builder Spotlight

Stop Guessing Which Jobs Actually Made Money.

When supply-house statements, lumber yard charges, subcontractor draws, and equipment payments all hit your checking account at once, a basic bank balance won't tell you if a project is profitable.

Supply-House Statement Matching

We reconcile monthly wholesale statements line-by-line against job purchase orders so no material cost goes unbilled.

Subcontractor 1099 Readiness

We collect W-9s before payments go out and track 1099-NEC totals all year so January compliance is effortless.

Vermont trade contractor reviewing project job costing on a tablet
Option B • Hybrid Base-Allowance Overview

Monthly Service Packages & Historical Cleanup Rates

No hourly billing surprises. Every monthly package is a fixed flat fee scoped to your actual account and transaction volume—billed on the 1st of the month via ACH or card with a simple 30-day written notice policy.

Solo & Small Shops Up to 2 Accts / 75 Tx

Lewis Bookkeeping Core

Starting at $250 / mo

Best Fit: Solo operators, independent trades & service shops (up to 2 accounts & 75 monthly transactions).

  • ✓ Monthly transaction categorization & general ledger maintenance
  • ✓ Bank & credit card reconciliations (up to 2 accounts included)
  • ✓ Monthly Profit & Loss (P&L) and Balance Sheet reports
  • ✓ Year-end CPA-ready financial workpaper package
Most Popular for Trades
Active Contractors Job-Costing + A/P & A/R

Lewis Bookkeeping Growth

Typically $450–$950 / mo

Best Fit: Active trade contractors (plumbing, HVAC, electrical, excavation, builders) & growing teams.

  • ✓ Everything in Core, plus multi-account & loan reconciliations
  • ✓ Project & Job-Cost Tracking across labor, subs & materials
  • ✓ Wholesale supply-house statement reconciliations
  • ✓ Tailored support for Accounts Payable (A/P) & Receivable (A/R)
  • ✓ Monthly workflow check-ins with Kevin
Multi-Crew & Non-Profits High-Touch

Lewis Bookkeeping Plus

Custom $950–$2,800 / mo

Best Fit: Multi-crew contractors, multi-entity businesses & non-profits needing fund accounting.

  • ✓ Everything in Growth, scaled for higher transaction complexity
  • ✓ Custom management & KPI reporting (margins, cash flow, budget vs. actual)
  • ✓ Restricted fund & grant compliance tracking for non-profits
  • ✓ Higher-touch coordination with leadership, boards, or commercial lenders
3–24+ Months Behind 50% / 50% Split

Cleanup & Catch-Up

Custom Flat-Fee Quote

Best Fit: Businesses 3–24+ months behind or preparing for tax filing or commercial loan underwriting.

  • ✓ Full historical bank, credit card, and loan account reconciliation
  • ✓ Untangling owner draws, commingled feeds & uncategorized expenses
  • ✓ Delivering tied-out year-end workpapers ready for your CPA or lender
  • ✓ Quoted as a fixed flat fee after a free file review (50% due at start, 50% upon completion)

Predictable Scoping & Optional Add-On Services

As your business grows or adds seasonal crew activity, your tier adjusts transparently with zero hidden fees.

Add-On Service 01

1099 Vendor Tracking & Filing

Year-end subcontractor W-9 collection, EIN verification, and 1099-NEC preparation & e-filing—priced transparently per form filed so contractor compliance is effortless in January.

Add-On Service 02

Payroll Support Coordination

Accurate mapping of gross wages, tax withholdings, and payroll liabilities into QuickBooks Online and seamless coordination with QuickBooks Payroll or your third-party payroll provider.

Add-On Service 03

Vermont myVTax Support

Timely monthly or quarterly calculation and reconciliation for Vermont Sales & Use tax and Meals & Rooms tax so your state filings always match your general ledger.

Interactive Rate & Scope Calculator

Estimate Your Monthly Package or Historical Cleanup Quote

Built on our Option B Hybrid Base-Allowance model—adjust the sliders below to see how your account count, monthly transactions, and workflow options map to your predictable flat fee.

1. Monthly Volume & Account Scope

Core base allowance includes up to 2 accounts & 75 monthly transactions ($250/mo).

75 transactions
25 / mo 75 (Core Allowance) 200 (Growth) 450+ / mo
2 accounts
1 account 2 accounts (Included in Core) 5 accounts 10 accounts
0 loans
None (Standard)
None (Standard)
Option B Hybrid Estimate Recommended: Core Package
$250 / month flat fee

Fits within Lewis Bookkeeping Core (Starting at $250/mo for up to 2 accounts & 75 monthly transactions).

Base Allowance (2 Accts / 75 Tx): $250.00
Additional Volume / Accounts: Included
Loan & Equipment Schedules: $0.00
A/P Supply Bills & A/R Invoicing: $0.00
Job-Costing / Fund Accounting: $0.00
Payroll & 1099 Coordination: $0.00
Estimated Owner Time Saved
~6–8 hours every month
30-Day Notice

Billed on the 1st of the month via ACH or card • Zero long-term lock-in.

Predictable First 30 Days

Our Signature 30-Day Onboarding Roadmap

Click any milestone below to see how we transition your books from day-one diagnostic to effortless monthly close in 30 days.

Days 1–5 • Phase 1 of 5

Discovery & Diagnostic Audit

We start with your free 30-minute QuickBooks diagnostic call, inspect your existing bank feeds, prior tax returns, and open balances, and confirm your exact flat-fee package with zero surprises.

✓ Free 30-Min QBO File Review ✓ Prior Reconciliation Check ✓ Written Month-to-Month Agreement
Your Time Commitment
30 Minutes (Discovery Call)

Outcome: Clear written scope, fixed monthly rate, and zero guesswork on how we'll organize your books.

Start Days 1–5 With a Free Call →
Collaborative B2B Referral Partner

Dedicated Referral Resource for Vermont CPAs & Commercial Lenders

We partner closely with regional tax preparers, CPAs, commercial loan officers, and business advisors across Central Vermont and New England.

✓ 100% Non-Competing Guarantee

For CPA & Tax Firms: Clean Trial Balances Without Burning Billable Hours

We do not prepare income tax returns and never compete for tax clients. When a business client arrives with unreconciled QuickBooks feeds, commingled owner draws, or unallocated expenses, we clean up the file and deliver a tied-out Trial Balance, P&L, and Balance Sheet so your team can file without burning high-value tax season hours.

  • ✓ Reconciled bank, credit card, and loan balances tied to statements
  • ✓ Cleared "Ask My Accountant" & uncategorized expense accounts
  • ✓ Direct mutual client referrals back to your firm for tax prep
✓ Fast-Track Loan Underwriting • $0 Cost to Lender

For Commercial Lenders & Business Advisors: Turn Stalled Packages into Approved Loans

When a borrower's equipment loan, vehicle financing, or commercial line of credit package stalls due to outdated or incomplete financials, we partner directly with the business owner to bring their QuickBooks records current and underwriting-ready—fast-tracking loan approval at zero cost to the lender.

  • ✓ Verified YTD Profit & Loss, Balance Sheet, and A/R & A/P aging
  • ✓ Accurate debt schedules and equipment lease reconciliations
  • ✓ Ongoing monthly reporting to keep borrowers compliant post-close
Call Direct: (859) 314-6603
Central Vermont community nestled in the Green Mountains
KL

Kevin Lewis

Owner & Certified QuickBooks ProAdvisor • Orange, VT

29 Reservoir Rd, Orange, VT 05641 VT Secretary of State Registered LLC
Meet Your Local Bookkeeper

Your Neighbor in Central Vermont for Dependable Financial Clarity

I started Lewis Bookkeeping of Vermont LLC in Orange, Vermont to give local small business owners, trade contractors, and community non-profits the peace of mind that comes with accurate, audit-ready numbers—without the cost of hiring in-house accounting staff.

With deep experience in public service administration, multi-account financial reconciliation, and operational management here in Central Vermont, I know firsthand how hard independent business owners and community leaders work.

"My commitment to you is simple: complete confidentiality, zero judgment, predictable flat-fee pricing, and books so clean that your CPA or commercial lender can act on them immediately."
Certified ProAdvisor
QuickBooks Online & Cloud Workflows
Central VT Rooted
In-person or virtual across VT & NH
Zero Lock-In
Month-to-month w/ 30-day written notice
Schedule Your Free 30-Min Diagnostic
Easy Scheduling • Zero Pressure

Book Your Free 30-Minute QuickBooks Diagnostic

Pick a convenient time window using our interactive intake wizard, or book directly on Kevin's live Calendly calendar.

Option 1 • Instant Calendar Live Availability

Book Directly on Calendly (30-Min Slot)

Prefer to pick an exact calendar time right now? Open our official Calendly scheduling page in a new tab.

Open calendly.com/lewis-bookkeepingvt/30min ↗
1

30-Minute Diagnostic & Volume Check

We review your bank/credit card accounts, approximate monthly transactions, and current QuickBooks setup.

2

Tailored Package or Cleanup Fit

Confirm whether Core ($250/mo), Growth ($450–$950/mo), Plus, or a flat-fee Historical Cleanup fits best.

3

Written Fixed-Fee Proposal

Walk away with a clear written rate quote on a flexible month-to-month agreement with zero lock-in.

Prefer to call or text Kevin directly?
Phone / SMS: (859) 314-6603
In-Person: Barre, Montpelier, Orange, Northfield & Central VT
1 Format & Time
2 Business Details
3 Confirmed

Step 1: Choose Diagnostic Format & Preferred Window

How and when would you like to connect with Kevin for your 30-minute review?

Available Monday–Friday (evening & weekend times available for busy contractors).
Common Questions

Frequently Asked Questions

Straightforward answers on how we scope, price, and manage your books.