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PORTLAND BOOKKEEPING SERVICES FOR GROWING BUSINESSES

Plug-in Bookkeeping Solutions for Scaling CEOs and Savvy Business Owners

LET’S TALK ABOUT YOUR BUSINESS

Accurate bookkeeping gives you the financial foundation to run your business with confidence. When your records are behind, transactions are difficult to track, or financial reports don't tell the full story, making informed decisions becomes harder.

Aerial Core provides Portland bookkeeping services that help businesses maintain organized financial records, understand their financial position, and build consistent processes as they grow. Our team takes the burden of day-to-day financial management off your plate so you can focus on your

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WE OFFER COMPREHENSIVE BOOKKEEPING SERVICES FOR PORTLAND BUSINESSES

Every business has different bookkeeping requirements. Aerial works with you to determine the level of support needed to maintain accurate records and keep your financial operations running smoothly.

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  • Maintain organized financial records through consistent, recurring bookkeeping support.

    • Monthly transaction recording and categorization

    • General ledger maintenance

    • Bank account reconciliation

    • Credit card reconciliation

    • Review of financial transactions

    • Expense categorization

    • Financial record organization

    • Monthly bookkeeping review

    • Month-end close support

  • Track business expenses and upcoming financial obligations with organized accounts payable processes.

    • Vendor bill tracking and organization

    • Accounts payable record maintenance

    • Expense documentation

    • Monitoring of outstanding payables

    • Payment obligation visibility

    • Support for accounts payable workflows

    • Coordination of expense approval processes

  • Maintain visibility into money owed to your business and improve your ability to track outstanding customer balances.

    • Profit and loss statements

    • Balance sheets

    • Cash flow reports

    • Monthly financial reporting

    • Expense and revenue summaries

    • Budget-to-actual reporting support

    • Financial trend identification

    • Management reporting support

  • Make your bookkeeping records more useful with clear financial reports that help you understand your business's financial position.

    • Profit and loss statements

    • Balance sheets

    • Cash flow reports

    • Monthly financial reporting

    • Expense and revenue summaries

    • Budget-to-actual reporting support

    • Financial trend identification

    • Management reporting support

  • If your books have fallen behind or your records need attention, improving the underlying information can help restore confidence in your financial reporting.

    • Review of existing bookkeeping records

    • Identification of unreconciled accounts

    • Review of uncategorized transactions

    • Organization of missing or inconsistent records

    • Historical transaction reconciliation

    • Cleanup of bookkeeping discrepancies

    • Preparation for ongoing monthly bookkeeping

  • Build repeatable processes that make financial recordkeeping more consistent as your business evolves.

    • Bookkeeping workflow review

    • Chart of accounts review

    • Financial systems organization

    • Transaction categorization processes

    • Financial documentation procedures

    • Month-end close process improvement

    • Coordination with your internal team and external CPA

  • Bookkeeping provides the foundation for understanding how money moves through your business. Aerial can help connect your ongoing records with broader financial reporting and planning needs.

    • Cash inflow and outflow tracking

    • Review of outstanding receivables and payables

    • Cash flow reporting

    • Identification of recurring expense trends

    • Financial data preparation for forecasting

    • Coordination with fractional controller or CFO services

HOW OUR PRICING WORKS FOR PORTLAND BUSINESSES

Every business is different.

Here's how we figure out what you need.

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BENEFITS OF OUTSOURCING THE BOOKKEEPING FOR YOUR PORTLAND BUSINESS

Managing your own books may work when your business is small, but growing operations can quickly make bookkeeping more demanding. Outsourcing gives you access to dedicated support without requiring you to manage every recurring financial task internally.

  • Spend less time sorting transactions, chasing documentation, and organizing financial records. Outsourced bookkeeping helps you focus on customers, employees, and business priorities.

  • Recurring bookkeeping support helps keep your records organized and establishes routines for reconciliation, reporting, and month-end close.

  • Understand how much your business earns and spends, identify changes in financial performance, and make better-informed operational decisions.

  • Give your existing employees more capacity to focus on their primary responsibilities instead of adding bookkeeping tasks to their workload.

  • Your bookkeeping needs may change as you add employees, expand operations, or manage more complex financial activity. Outsourced support can adapt to those changes.

  • Accurate, current bookkeeping records provide the information needed for budgeting, cash flow forecasting, financial analysis, and strategic planning.

WE OFFER OUTSOURCED BOOKKEEPING SERVICES FOR ALL PORTLAND INDUSTRIES

Aerial Core works with businesses that need reliable financial records and processes suited to their operations. We understand that the information one business needs to track may differ significantly from another's.

Manufacturing

Nonprofits

Construction

HOW WE SHOW UP FOR YOUR PORTLAND BUSINESS

We built Aerial on four principles that guide everything we do. This is what you can expect from us as your partner.

  • The check-in you look forward to.

    Building something ambitious requires partners who add energy, not drain it. Comfort means being the team whose presence brings relief. Clients actually look forward to hearing from us because we're genuine partners who bring clarity and ease to their world. It's not about just being nice or playing cheerleader. We believe this is the relationship you should have with your Back office partner: peer-to-peer realness where you can completely relax because we understand your world. You don't have to perform or explain context in every conversation. We see through the stress to what's actually bothering you and handle what needs handling without you having to ask. We exist to be the team that makes you exhale, not hold your breath.

  • Steady ground for bold leaps.

    We care deeply about how we show up. You can count on us to deliver the same high standards, no matter who's running point or what week it is. We cross-train, systematize, and share knowledge so clients never feel the bumps when life happens. The systems we build have to be stronger than any individual. Call it reliability by design. As builders ourselves, we've found the sweet spot between our FAFO energy and our obsession with quality. We test new approaches and innovate on delivery, but the core promise never wavers. The foundations hold so you can move fast.

  • See it, own it, solve it.

    Real partnership means acting like we have skin in the game because we do. We're a company built with builder energy for builder-minded people. We’re wired to see problems as opportunities to create solutions. And we don't wait around for permission to care about the outcomes. When we spot something that could help or hurt your business, we handle it and keep you in the loop. When we see a teammate struggling, we jump in. When we notice a process that's broken, we fix it. We take ownership of our piece so you can focus completely on yours.

  • Development by every hand 

    At Aerial, we believe the real engine of progress is people who know their worth and use it. This isn't feel-good HR speak. When people understand their impact on profitability and growth, they make better decisions, work more strategically, and naturally align with business goals. We live this out by bringing transparency to conversations at every level. We spotlight the magic each person adds to the mix and connect individual strengths directly to business outcomes. We have honest conversations about where people are, where they want to go, and exactly what it takes to get there. We treat contribution like the core asset it is, both for our team and our clients' teams.

The 4 C's

WHY CHOOSE AERIAL CORE FOR OUTSOURCED BOOKKEEPING SERVICES IN PORTLAND?

01

Customized to Your Business

Your bookkeeping processes should reflect how your business operates. We tailor our support to your financial activity, internal workflows, and reporting needs.

02

More Than Transaction Entry

Organized books are the starting point. Aerial can connect bookkeeping with financial reporting, cash flow planning, and higher-level accounting support when your business needs it.

03

A Team-Based Approach

You gain access to a team of finance professionals who work within shared processes and systems. This helps promote consistency and continuity in your financial operations.

04

Reliable Processes as You Grow

We help establish repeatable bookkeeping workflows that can support your business as transaction volume, staffing, and operational complexity increase.

05

Support That Fits Your Needs

Whether you need ongoing bookkeeping or want to improve the financial systems behind your business, we work with you to determine the best level of support.

MEET THE AERIAL CORE TEAM

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  • A woman with long brown hair and glasses smiling at the camera, sitting on a beach with the ocean and a blue sky in the background.
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Our team brings decades of experience from startups to scaling companies. We've been in your shoes, which is why we know what it takes to make the leap and stick the landing.

About us

SERVING PORTLAND AND THE SURROUNDING COMMUNITIES

Aerial Core provides outsourced bookkeeping support to businesses in Portland and throughout the surrounding metropolitan area. Our service model allows us to work with your team remotely, helping you maintain consistent financial processes without adding another commute to your schedule.

We serve businesses in communities including:

  • Portland

  • Beaverton

  • Hillsboro

  • Tigard

  • Lake Oswego

  • Tualatin

  • Wilsonville

  • Milwaukie

  • Oregon City

  • Gresham

  • Happy Valley

  • West Linn

  • Vancouver, WA

If your business is located in the Portland metro area, contact us to discuss your bookkeeping needs.

WHAT OUR CLIENTS HAVE TO SAY ABOUT OUR OUTSOURCED BOOKKEEPING SERVICES

  • “[Aerial’s] level of support has made us feel like they are genuinely invested in our success, not just there to complete tasks.”

    Justine Arnold, Controller, special projects, Alpha Inc.

  • “We've worked with Aerial Core since 2023, and their team has become an important part of our business. When we first considered a remote accounting team, we weren't sure how it would work for us. It didn't take long for them to put those doubts to rest.

    They handle our bookkeeping as integrated members of our team, and what I appreciate most is that they go well beyond simply completing the work. They're responsive, knowledgeable, and invested in our success. I always feel like we have a team that understands our business and is there to help us think through questions and make sound financial decisions.

    I'd recommend Aerial Core to any business owner looking for a dependable bookkeeping partner.”

    — Jenne Whittington, Director of Operations, Cobalt Builders Inc.

  • “They bring a professional controller level of skill. It’s not what I normally see with bookkeepers or bookkeeper companies. They do things, quite frankly, better than I've seen big not-for-profits that have nice professional staff on board do themselves. We know that if we grow and the work grows, [Aerial] can apply more hours or people … it’s adaptable.”

    — Walter Hammon, Interim CFO, Bradley Angle (Portland-based Non-profit)

  • “[They have] a level of skill that’s sort of an exhale. The Aerial team is great at catching unusual transactions and asking the right questions when something doesn’t make sense. And, perhaps most importantly, Aerial helps preserve finance continuity within the organization even during transition periods. Aerial founder, Nicole Rose Yen, was a huge support during the shift from one CFO to the next. She was a huge, comforting support, drawing on her experience to help the Bradley Angle team understand what to expect and how to transition smoothly.”

     — Karley Smith, Finance Manager, Bradley Angle (Portland-based Non-profit)

FREQUENTLY ASKED QUESTIONS ABOUT PORTLAND BOOKKEEPING SERVICES

  • Bookkeeping services typically include recording transactions, categorizing expenses, reconciling bank and credit card accounts, maintaining financial records, and preparing reports. Additional services may include accounts payable and receivable support, catch-up bookkeeping, and month-end close assistance.

  • Most businesses benefit from maintaining their books monthly at a minimum. Depending on transaction volume and reporting needs, more frequent reviews may be useful. Consistent updates help you maintain an accurate picture of your financial position.

  • Aerial can discuss catch-up bookkeeping and record cleanup as part of a customized engagement. The first step is understanding how far behind your records are, which accounts need attention, and what is required to establish a consistent process going forward.

  • Bookkeeping focuses on recording and organizing financial transactions. Accounting builds on those records through reconciliation, financial statement preparation, analysis, and interpretation. Aerial offers broader finance capabilities that can connect these functions based on your needs.

  • Yes. Organized bookkeeping records can help your CPA or tax preparer work more efficiently. Aerial can coordinate with your existing external tax professional to support year-end reporting and provide requested financial documentation.

  • The cost depends on your transaction volume, business complexity, reporting requirements, and the level of support you need. Aerial creates customized proposals based on your business rather than assuming every company needs the same service package.

  • No. Aerial's outsourced service model supports remote collaboration. Businesses in Portland and surrounding communities can work with the team without requiring routine in-person meetings.

  • Aerial focuses on business bookkeeping, accounting, reporting, and financial management rather than tax preparation and filing. We can coordinate with your CPA or tax preparer to help keep financial records organized.

  • Contact Aerial Core to discuss your current bookkeeping processes, reporting needs, and business goals. We'll learn about your requirements and determine what type of support may be appropriate.

ADDITIONAL SERVICES WE OFFER IN PORTLAND, OR

Portland Accounting Services

Portland HR Outsourcing Services

Portland Part-Time CFO Services

Portland Controller Services

CONNECT WITH AERIAL CORE

Looking for bookkeeping support for your Portland-area business? Connect with Aerial Core to learn more about our outsourced bookkeeping services.

We're here when you're ready.

Tell us what you need. Let’s see if we’re a fit.

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