Logo with the letters 'B' and 'L' intertwined, and text that reads 'BATES Bookkeeping & Consulting'.
Snow-capped mountain with green farms and trees in foreground under blue sky.

More Time for Business.

Less Time on Books.

About us

A smiling man with glasses and a beard is giving a piggyback ride to a woman with glasses, dark hair, and a hair tie, outside near a window with a blurred autumn background.

We’re Connor and Emily Bates - the husband-and-wife team behind Bates Bookkeeping & Consulting, based in Happy Valley, Oregon. Together, we bring a balance of professional expertise and personal dedication to every client relationship.

Connor Bates, CPA, has more than 15 years’ combined experience in both public accounting and private industry. He helps small business owners understand their numbers, improve cash flow, and make confident financial decisions. Connor enjoys consulting with clients and solving financial puzzles. Emily is a Certified Quickbooks ProAdvisor who brings precision and organization to the team for clean, accurate books. She ensures that every detail adds up and every report reflects a true financial picture.

Outside of work, we enjoy time with our two boys — cheering them on at soccer and baseball games or watching them perform their latest “ninja” moves. As a family-run business, we take pride in treating our clients’ books with the same care and attention we’d give our own.

Learn about our services

Whether you need a one-time clean-up to get your books back on track, or regular upkeep with monthly reports and easy-to-understand analysis, we’ve got you covered.

One-Time Book Clean-Up

  • $250

    • Up to 3 months of bookkeeping catch-up.

    • 1-2 accounts reconciled.

    • Corrections of minor errors and miscalculations.

  • $500

    • 4-12 months of bookkeeping catch-up.

    • Up to 10 accounts reconciled.

    • Full review of transactions and reports.

  • $1,000

    • 12+ months of historical bookkeeping.

    • Unlimited account reconciliations.

    • Review and fixes for complex issues and errors.

Monthly Bookkeeping Packages

  • $150/month

    Freelancers and very small businesses with straightforward finances.

    • Up to 2 bank or credit card accounts reconciled monthly.

    • Monthly transaction categorization and financial reporting.

    • Secure document sharing and storage.

    • Email support within 24 business hours.

    • Year-end financial summary for your CPA.

  • $300/month

    Small businesses with moderate transaction volume and multiple accounts.

    • Multiple bank or credit card accounts reconciled monthly.

    • Full transaction categorization and monthly reconciliation.

    • AP and AR support.

    • Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow).

    • Monthly CPA consulting.

    • Quarterly financial check-ins and review.

    • Priority email and phone support.

    • Year-end reports prepared for tax filing.

Each monthly plan includes reconciliations, timely communication, and year-end reports ready for your CPA or tax preparer.

Contact us

emily@batesbooks.com
(503) 512-0812