The Bookkeeping Team Behind Your Numbers
February 13, 2026
The Team Behind Your Numbers
We know how much trust it takes to hand over your books.
Our Team
- At Overview, we build trust by showing up consistently, personably, with honest communication, and treating your business with the care it deserves. That's why we want you to know who's actually behind the numbers.
- We love what we do and being a part of OverView where a culture of joy is created.
Our Credentials
- QuickBooks and QuickBooks Advanced Certifications
- AIPB Certified Bookkeeping
- Dedication to development through team trainings and collaboration to identify and use personal strengths, quarterly peer reviews, and 90 day action plans to promote both personal and team growth
Our Impact
- We’ve helped clients recover from bookkeeping backlogs, prep for taxes, cut unnecessary expenses, increase retirement contributions and gain clarity and control over their finances.
- With clean, accurate records, our clients make smarter business decisions, reduce stress, and gain peace of mind — knowing their numbers are handled and their business is on solid ground. That means more time and mental space to focus on what matters most: their team, their customers, their families, and their growth.
- We don’t just check boxes — we look for patterns, inconsistencies, and opportunities to keep your business financially steady and moving forward.
Reviewing Expenses by Vendor
As part of our monthly review process, OverView analyzes expenses by vendor to understand where your money is going and how those costs change over time. This report helps identify pricing increases, duplicate charges, unused services, and opportunities to streamline spending.
By regularly reviewing vendor activity, we help ensure expenses are accurate, reasonable, and aligned with your business needs — supporting stronger cash flow, better planning, and long-term financial stability.
"I am extremely satisfied with Overview! They have gone through my books and found where I was wasting money and time. They've saved me thousands in waste already. They've given me direction on getting quality work and increasing cash flow and income and the results were immediate. I highly recommend their service."
Tony Suppa
Aqua Duck Plumbing
At Overview, we don’t just help you build a budget and forecast — we help you use them. By pairing budgeting and forecasting with ongoing Budget vs. Actual reviews, we ensure your numbers stay relevant, actionable, and aligned with your goals.
Did you know that for some companies, worker's compensation coverage represents half of their annual insurance spend? OverView approaches worker's compensation from a different perspective to save you money without sacrificing essential coverage.
Do you know on November 1st what your tax liability will be on March 15th? Your tax liability is one of the largest holes in the bottom of your profitability bucket. Proactively reviewing tax liabilities helps identify potential issues and allows for timely adjustments.
Now launching OverView Bookkeeping & Consulting’s Monthly Budget vs. Actual Reporting Service — a smarter way to manage your money. Identify unnecessary expenses, improve profitability, and gain financial clarity with easy-to-understand monthly insights that help your business stay on track.
Winter 2025/26 is just around the corner — and so are rising utility rates.
Now is the time to take control and lock in fixed energy pricing before costs climb higher. And special information for our Rhode Island businesses.
Virtual Business Management isn’t just about covering for you when you're out of office—it’s about making sure your business runs smoothly, consistently, and profitably every single day.
This year marks our 20th anniversary for Overview Bookkeeping and Consulting LLC — and we couldn’t have done it without you! Whether you’ve been with us since the early days or just recently joined our community, we are incredibly grateful for your trust, partnership, and support. Here's a look at how far we’ve come.
Trade Winds provides trades-based businesses $58K+ in support—admin, scheduling, bookkeeping & more for less than a full time worker at minimum wage. Do you own — or know — a trades business ready to expand, increase profits, and strengthen operations with expert business support?
Proactive tax planning is one of the smartest financial strategies a business can invest in. Instead of waiting until tax season for surprises, it means checking your finances throughout the year, finding ways to save, and making smart decisions before it’s too late.
Did you know you can lower your electric bill and hit your sustainability goals — all without lifting a finger or spending a dime? We can walk you through the process and help you save up to 10% on your electric bill.
