Bookkeeping By Design
What we could verify
- Registered business?
- Registration found: Oregon Secretary of State, status Active, formed 2022
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, QuickBooks Desktop, Sage
Who they say they serve: restaurants, real estate, manufacturing, healthcare, hospitality (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Bookkeeping By Design | home page | |
| Website | https://bookkeepingbydesignbend.com/ | home page | |
| Office locality | Bend, OR | /contact | |
| Service area | United States (stated by the firm) | /contact | |
| Phone | +15305708422 | /contact | |
| Offers bookkeeping | Documented: Bookkeeping Services in Bend, Oregon | Bookkeeping by Design Skip to content Peace in Financial... | home page | |
| Monthly bookkeeping | Documented: ...and LLCs stay on top of their financial record keeping with clear, consistent monthly bookkeeping services. Whether you need ongoing QuickBooks Online support or hands-on... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...behind you are and the complexity of your transactions. Bookkeeping by Design offers catch-up services as a separate project before transitioning to ongoing monthly maintenance.... | /faqs | 5 pts (max 5) |
| AP / AR | Documented: ...balance sheet and cash flow, keeping track of the flow of goods & services through your accounts receivable & payable. Account Management Deepen your understanding of your... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...receipts for business expenses, invoices sent to clients, bills from vendors, payroll records, and information about large purchases, loans or financing. Typically these can... | /faqs | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...stay organized and save time. Financial Reports Our team helps you take control of your balance sheet and cash flow, keeping track of the flow of goods & services through your... | home page | 6 pts (max 6) |
| Industries served (documented) | restaurants, real estate, manufacturing, healthcare, hospitality | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, QuickBooks Desktop, Sage | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /faqs | 3 pts (max 3) |
| What is included / excluded | Documented: ...that keep your financial records accurate, organized, and up to date. Our services also include: Small business bookkeeping Financial record keeping QuickBooks Online setup and... | /our-services | 5 pts (max 5) |
| Entity found in the state business registry | Business registration found: BOOKKEEPING BY DESIGN LLC · OR registry no. 198535495 · Oregon Secretary of State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2022-08-02 (registry date of an Oregon-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not verified. Searched Oregon Board of Accountancy licensee lookup export for CPA firm records named 'Bookkeeping By Design', 'BOOKKEEPING BY DESIGN LLC' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3).
Check it yourself on the state's own records: Oregon Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Oregon Secretary of State active businesses (data.oregon.gov tckn-sxa6) lists BOOKKEEPING BY DESIGN LLC (OR registry no. 198535495), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2022-08-02 as the registry date of an Oregon-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 24 evidenced items come from Bookkeeping By Design's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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