About Woodlake Bookkeeping
The Bookkeeping Company That Treats Your Business Like Its Own
You didn’t start your business to become a bookkeeper. We did.
Woodlake Bookkeeping Services is a small business bookkeeping company based in Richmond, VA, serving clients across Central Virginia and beyond. We’re a remote bookkeeping company with a real office, a real team, and real relationships—not just a login and a help center. Our clients range from construction companies and contractors to landscapers, law firms, mental health practices, nonprofits, churches, and other small businesses. If you’ve ever searched for “bookkeeping companies near me” or wondered which bookkeeping companies you can actually trust, you’re exactly who we’re here for.
Our Story: From One Client to 50+ and Growing
“You can rest easy knowing your business is my business.”
That’s how our owner, Terri Kapton, thinks about every client.
Terri’s bookkeeping experience goes back more than a decade:
She oversaw the business operations of a large church in the Chicago area, handling:
- Building maintenance
- Accounts payable & receivable
- Bank & credit card reconciliation
- Payroll
- Event organization
She worked for an HVAC company, managing:
- AP/AR
- Payroll
- 401(k) administration
- Health care administration
- Inventory control
Before that, she spent 10 years in the auto industry as a finance manager—living in the world of numbers, details, and deals.
In 2016, Terri and her husband moved from the Chicago suburbs to Virginia. It was the perfect moment to turn what she loved and was gifted at—small company bookkeeping—into her own business.
She started Woodlake Bookkeeping with one client.
Today, Woodlake serves 50+ clients across Virginia and out of state, with a growing team behind the scenes. That mix of experience and personal ownership is what makes Woodlake feel less like yet another book keeping company and more like an extension of your business.
What Woodlake Does
We’re a bookkeeping company first and foremost. This is all we do—and we do it well.
For small and mid-sized businesses, we handle:
- Monthly reconciliation & financial reporting
- Accounts payable & accounts receivable
- Payroll & benefits administration
- Inventory-related bookkeeping (where needed)
- 1099s, W-2s, and year-end reporting
We don’t file your taxes, but we make sure your books are perfect for your CPA. We also have referral partnerships with trusted CPAs and are happy to work with your existing CPA if you already have one. Think of us as one of the best bookkeeping companies you’ll work with—small enough to know you, experienced enough to keep up with you.
A Note from Terri
“I started Woodlake Bookkeeping because I genuinely enjoy the work most business owners dread.
My organizational skills, attention to detail, and communication style help clients feel calm and in control of their numbers. I look forward to working with you to free you from the ‘books’ and make you available to simply run your business.”
— Terri Kapton, Owner, Woodlake Bookkeeping Services
Why Business Owners Choose Woodlake
1. As Much or As Little as You Want to Hand Off
We’re not a rigid, “take it or leave it” firm. We’re one of those bookkeeping outsourcing companies that actually listens first. Some clients want us to handle everything—outsourced bookkeeping that covers bookkeeping, payroll, and year-end support. Others want to keep a few tasks in-house and hand off the rest.
Either way, we tailor our work to you. That’s what makes us different from most one-size-fits-all virtual bookkeeping companies.
2. Real People, Real Relationships
You’re not just a file in a system.
- You know who’s working on your books.
- You can pick up the phone and talk to us.
- You can meet us in our Richmond office if you want.
We may be a remote bookkeeping company, but we operate like a local partner. That’s why so many clients who search for “bookkeeping companies near me” end up staying with us long-term—even when they move or grow.
3. CPA-Ready Books – All Year, Not Just at Tax Time
We work closely with CPAs and understand what they need.
- Clean, accurate books
- Clear reports
- Year-end numbers they don’t have to re-do
If you’ve ever wished outsourced bookkeeping companies would think a step ahead—especially around tax time—you’ll feel the difference with Woodlake.
4. Industry Experience That Actually Matters
We’re not just “generalists.” We have hands-on experience with:
- Bookkeeping for construction companies and contractors
- Landscaping and lawn care businesses
- Law firms and attorneys
- Mental health practices and agencies
- Nonprofits, charities, and churches
That’s one of the reasons many of our clients think of us as one of the top bookkeeping companies for small, service-based organizations that need more than basic data entry.
5. Easy to Work With, Easy to Trust
Clients describe us as:
- Organized
- Approachable
- Straightforward
- Easy to talk to
We keep things simple and transparent so you always know:
- What’s happening with your books
- What we’re handling
- What decisions you need to make
You’re never left guessing.
- Organized
Life Outside the Numbers
Terri is more than a ledger and a login:
- She loves kayaking, fishing, and exploring the beauty of Virginia.
- She has two adult daughters (one in California, one in Virginia), both happily married and thriving.
- She’s a proud grandma of three.
- At home, four dogs—three spirited Jack Russells (Maverick, Charlie, and Goose) and Max the chocolate lab—keep everyone on their toes.
That same mix of energy, steadiness, and care shows up in how she runs Woodlake and supports every client.
Is Woodlake the Right Bookkeeping Company for You?
If you’re looking at small business bookkeeping companies, comparing bookkeeping outsourcing companies, or trying to choose among “the top bookkeeping companies” in your area, here’s the simple question:
Do you want a bookkeeping partner who treats your business like it’s their own?
If the answer is yes, Woodlake is likely a fit.
We’re:
- A small company bookkeeping team with big-firm discipline
- A trustworthy bookkeeping company that grows with you
- One of the virtual bookkeeping companies that still believes in real relationships
Ready to Hand Off the Books?
You don’t have to do this alone—and you don’t have to figure out who to trust on your own, either.
Head over to our
Contact page, tell us a bit about your business, and we’ll follow up to see if Woodlake is the right long-term partner for you.
Because at the end of the day, your books should give you peace of mind, not headaches. And that’s what we’re here for.