About Upkeep LLC

Tricia Dahlstrom

Bookkeeping Professional and Proactive Guide

Accounting & Bookkeeping has been apart of my life for as long as I can remember.  I grew up in the family tax, bookkeeping and accounting software business and was cleaning up clients' books before I was even finished with college. Having obtained a business degree, with additional accounting courses, I went on to successfully manage teams of financial counselors, a US Post Office, and other various offices.  My bookkeeping experience always was a part of what I did and I often was freelancing for other companies with such skills.  

Then, the realization that I could took my success in managment and incorporate the missing piece in most business bookkeeping to create a proactive bookkeeping service, Upkeep LLC.  My passion is to take your financial information and help you do much more than just pay taxes!  My goal is to analyze your strengths & weaknesses; compare your position to industry benchmarks; and help you make decisions that will move you towards your goals while improving your confidence in your direction.

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My Philosophy

Most business owners didn't get into business to be tied to their desk chair working on financial data or just to pay taxes.  Bookkeeping should be more than data entry for the purpose of paying taxes, but not time-consuming for the business owner.  I intentionally provide a service that allows flexibility, reduces time investment by the business owner, but makes them feel even more in control than if they were doing it themselves.  I am always looking for ways to save you money, grow your business, and potentially costly errors by banks, vendors, employees, and more.  I also intentionally work with you to look for various accounting controls to help you catch theft before it becomes a very expensive problem. In addition, I work to provide you opportunities for better pricing and increasing your profitability through optimizations like job costing, or cost analysis. 

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I am the coach in your corner that a champion like you is needing, even if you didn't realize it.

I believe in being  available and flexible for my clients.  You need someone to be responsive and available for questions, problems and know where you stand at all times.  I pride myself on the promptest response in the industry, generally much faster but no more than 24 business hours.  Flexibility is key to work with the business owner's needs because I know you can't always work with me on a 9-5 schedule.  You will find I can generally accommodate most needs so you are taken care of when it works best for you!

You will know you are in good hands every step of the way and see the care I take to provide the most excellent level of service for your business.  I will always invest more in you than you ever feel you invest in me.

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