Your time back
We take the books off your plate, so you can spend that time on your business and with your family.
Small business & nonprofit bookkeeping
A former CFO keeping your books,
and making sure you understand them.
Get your time back, keep more money in your business, and finally understand your numbers.
Penny brings more than 45 years in finance, including 21 years as a CFO, and a simple starting point: listening to what matters to you.
Home base: Sun City, Arizona. Working virtually with businesses across the U.S.
45+years in finance
21 years as a CFO
21 years as a CFO
Experienced CFO perspective
Clear explanations
Support for your goals
What every business owner wants
Almost every owner we talk to wants the same three things. Our work is built around them.
More money in your business
We clean up your bills so you stop paying late fees, and bring your receivables current so you get paid on time. That means healthier cash flow.
A business that grows
We help you budget, manage cash flow, and plan ahead, so your decisions are based on numbers you trust.
Support for where you are now
Let's get your books working for you.
Whether you need to catch up, stay current, or plan ahead, start with the help that fits your organization.
Keep moving forward
Monthly bookkeeping
Keep your records current without spending your evenings chasing transactions.
- Bank & credit card reconciliations
- Accounts payable & receivable
- Monthly financial statements
Get a fresh start
Catch-up & cleanup
Behind on the books? Get organized and build a reliable starting point.
- Missing or incorrect transactions
- Unreconciled accounts
- Personal & business expense separation
Stay focused on your mission
Nonprofit bookkeeping
Understand how your funds support your mission, with clear records for boards and donors.
- Fund accounting
- Grant & restricted donation tracking
- Financial reporting for your organization
A terrific deal
CFO level advice and dashboards
Budgeting, cash flow planning, and dashboards that make your numbers easy to see. Included with our bookkeeping.
- Cash Flow Management
- Profitability Analysis
- Monthly Financial Reviews
Need a little more support?
Build on a solid bookkeeping foundation.
No spreadsheets in a drawer
Many bookkeepers hand you a stack of spreadsheets. If you can't make sense of them, they end up in a drawer. Or you take them to a board meeting, try to explain them, and it doesn't go well.
We do it differently. You get a dashboard that shows your numbers at a glance, and Penny walks you through what your reports are actually saying. You'll understand your business, and you'll be able to explain it to your board with confidence.
CFO-level advice and dashboards are included with our bookkeeping.
Many firms charge extra for this kind of guidance. We include it, because we believe every small business and nonprofit deserves it.
Why Streamlined Books LLC exists
Because there are people behind every set of books.
Penny started Streamlined Books LLC because she cares about the people behind each business and nonprofit. She wants to make the financial side more manageable, so you have more time and attention for the people who depend on you.
Her approach begins with listening: understanding what you do, what feels difficult, and where you need a hand. She brings more than 45 years in finance, including 21 years as a CFO, along with an MBA from Indiana Wesleyan University, to help you find a practical way forward. You can also find her on LinkedIn.
Penny VisserFounder, Streamlined Books LLC
Careful attention
Thoughtful review and reconciliations help keep your books accurate, organized, and dependable.
Answers that make sense
Understand where your money goes, what your reports show, and which questions to ask next.
Support wherever you work
Collaborate virtually through QuickBooks Online, with a partner in Sun City, Arizona who understands your goals.
Experience supported by professional training
Client feedback
Relationships built on trust.
What people say about working with Penny, before she founded Streamlined Books LLC.
Penny was instrumental in helping me get Cactus Flower set up from the beginning. She handled the bookkeeping for the business and helped make sure everything was organized and recorded properly as we got the business up and running. She also provided bookkeeping support for Mecca Plaza. Having Penny handle the bookkeeping gave me confidence that our financial records were…
Karen Jones Burk
Owner/Manager
Cactus Flower
Worked with Penny before Streamlined Books LLC was founded.
I had the privilege of working with Penny Visser for several years while she served as CFO of her organization. During that time, I came to rely on Penny not only for her extensive financial knowledge and expertise, but also for her sound judgment, professionalism, and integrity. Penny had a tremendous understanding of the financial side of her organization and…
Matthew Beaty
President/Owner
New Hope of Arizona
Worked with Penny before Streamlined Books LLC was founded.
A clear first step
Better books start with a conversation.
Tell Penny where you are today and what you would like to change.
- 01
Tell us about your needs
Answer a few questions about your business or nonprofit, your bookkeeping, and where you could use a hand.
- 02
Talk through your goals
Penny will follow up to discuss your challenges, questions, and the support you need.
- 03
Find the right next step
Discuss the scope of work and decide what makes sense for your business or nonprofit.
Start the Conversation
Prefer to talk first? Call (480) 640-2568
Who do you work with?
Streamlined Books LLC works with small businesses and nonprofit organizations headquartered in the United States. From her home base in Sun City, Arizona, Penny provides virtual support through QuickBooks Online.
What happens when I start the conversation?
The introduction questionnaire helps Penny get to know you, your organization, and the support you are looking for. She will use your answers to follow up and start a conversation. There is no charge to complete it, and it does not automatically book an appointment.
How do I get started with Streamlined Books?
Start with an assessment of your bookkeeping and financial needs. We will talk about your current system, what is working, what is not, and what you would like your financial information to do for you. From there, we can recommend the services that make sense for your business.
Does my business really need a professional bookkeeper?
If bookkeeping is taking time away from running your business, your accounts are not being reconciled regularly, or you are unsure whether your financial reports are accurate, professional bookkeeping can provide both time and clarity. Good bookkeeping also gives your CPA, lender, or financial advisor better information to work with.
Let's talk
You don't have to figure it all out alone.
Have a question about your books or our services? Send Penny a message.
- Phone / Text
- (480) 640-2568
- Home base: Sun City, Arizona
- Serving the West Valley (Sun City, Sun City West, Surprise, Peoria, Glendale, El Mirage, Youngtown) and U.S. businesses & nonprofits virtually