Closing Your Books, LLC, Newberg OR

As a Non-Profit, it's always a challenge to find someone who understands our unique needs when it comes to bookkeeping and compliance. Closing Your Books has helped us to streamline our financial processes, and Lozelle herself is so incredible when it comes to helping us to build our internal capacity. Highly recommend!

As the founder of a small branding agency, I’m no stranger to wearing a lot of hats; unfortunately, that "bookkeeper" one has never been a particularly great fit for me. While I have no trouble understanding the high-level principles, the steep learning curve of our highly nuanced accounting software was endlessly daunting. Not surprisingly, I couldn’t wait to hand off that aspect of my role and, in mid-2020, the opportunity finally presented itself.

From the very first phone consultation to the latest reporting, Closing Your Books has been phenomenal to work with and has provided outstanding service at every turn. Having super-clean books makes tax time a breeze, and I can confidently pull numbers at the drop of a hat, which has opened us up to small-business loans and grants we might have otherwise missed out on.

Lozelle brings a wealth of expertise in accounting and bookkeeping, and her collaborative, educational approach sets her far apart from the competition. I absolutely love that I learn something new during every check-in, and it’s rare to find someone who empowers you to keep up with them.

Lozelle is also one of the kindest, most supportive people you’ll ever meet. I’m deeply grateful for the way she’s made mentorship a fundamental part of what she does. She’s not only helped me navigate a variety of challenges and uncertainties – pandemic-related and otherwise – she’s also strengthened my operational skills and strategic-planning abilities.

Deciding to hire Closing Your Books continues to be one of the best business decisions I’ve ever made. And, thanks to Lozelle, I rest easy knowing that we’ll continue to make smart, financially strategic choices as we pivot, evolve, and grow.

We heartily recommend her to colleagues and clients every time!

Below is an excerpt from a recent email while working with Lozelle Mathai. If you need your books accurate and the process streamlined then you owe it to yourself to reach out to her. Excerpt below:

I also want to take a moment to say that I am grateful to be working with you. I've experienced many bookkeepers and none of them have given me the confidence of deep understanding as you have. I also appreciate your clear delineation of responsibility between bookkeeping and accounting. I finally understand why they are different and why it's typically done by different people as there is so much to know for each discipline that a single person doing both would likely have to compromise depth of knowledge in exchange for broad coverage.
Anyway, I just want to say thank you.

I've been working with Lozelle at Closing Your Books, LLC for about a year and I can't say enough great things about her! Lozelle is a great teacher as well as an absolute delight to work with! I feel like with Lozelle, I have a deeper understanding of the steps involved in keeping my business finances in order. Lozelle doesn't just teach you what to do, she teaches why each step is important. After each session Lozelle puts together really great notes with screenshots of each step so that you have them for reference. Lozelle is able to tailor her teaching to meet your individual needs. I highly recommend working with Closing Your Books, LLC!

I am so happy I found Lozelle at Closing Your Books! She has simplified the bookkeeping process and explained everything to me in an easy to understand manner. I love the detailed summary she sends after each session. I feel empowered and confident in my abilities to handle the day-to-day finances of our small business. It's reassuring to know she is only a phone call/email away if I have any questions. Who knew keeping the books could be so much fun!