Logo with the letters 'B' and 'L' intertwined, and text that reads 'BATES Bookkeeping & Consulting'.
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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 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 everything she does, ensuring that every detail adds up and every report reflects a true financial picture. Between Connor’s big picture financial strategy and Emily’s sharp eye for detail, our clients get a well-rounded partnership that covers all the bases.

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.

Our Specialties

Healthcare / Therapy Practices

  • Four years of specialized experience in healthcare finance, focused on clinical environments.

  • Services include CPT code profitability analysis, claims and write-off analysis, and tailored financial reporting.

  • Familiar with MGMA benchmarking standards across revenue, productivity, and compensation.

  • Connor holds a Financial Management Certificate from the Medical Group Management Association.

  • Proven ability to translate complex financial data into clear, actionable insights for clinicians and practice leadership.

Nonprofit

  • Extensive experience in nonprofit fund accounting, serving both as a consultant and as a member of finance teams and boards of directors.

  • Expertise in cash management, financial presentation, and budgeting.

  • Practical knowledge of nonprofit reporting needs and compliance considerations.

Small Businesses

  • Experience working with small businesses as both consultants and hands-on bookkeeping partners.

  • Understanding of the unique financial challenges small business owners face.

  • Committed to providing clear, accurate financial records and strategic guidance to support informed decision-making and sustainable growth.

How we help

  • Tailored reporting that speaks the language of your industry — clinical metrics for healthcare, fund-specific reports for nonprofits, and straightforward cash-flow and profit reporting for small businesses.

  • Actionable recommendations that map financial results to operational decisions.

  • Collaborative approach: we work with practice leadership, executive teams, and boards to ensure financial clarity and confidence.

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.

  • $500/month

    For established businesses with complex financial needs seeking a comprehensive, hands-on financial partnership.

    • Unlimited bank and credit card accounts reconciled monthly.

    • Full transaction categorization and monthly reconciliation.

    • Advanced AP and AR management.

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

    • Monthly CPA consulting and strategic financial guidance.

    • Quarterly in-depth financial analysis and planning sessions.

    • Priority email and phone support.

    • Year-end reports prepared for tax filing.

    • CFO-level advisory support as needed.

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