Jess Warren
Take It Easy Bookkeeping
Bookkeeper and Advisor
Portland, Oregon | In Person & Remote
About Jess
Jess Warren is the bookkeeper and advisor behind Take It Easy Bookkeeping, providing personalized bookkeeping support for service-based businesses, creatives, consultants, coaches, designers, wellness professionals, and other small business owners.
Jess believes bookkeeping should be about more than categorizing transactions and reconciling accounts. She takes the time to understand where her clients want their businesses to go, then helps them keep their finances organized, understand what their numbers are actually telling them, and use that information to make confident decisions.
Best Fit
Jess especially loves partnering with women-owned, service-based businesses and the people who have built something they’re proud of and are ready to grow it.
Her ideal clients bring the passion and vision for their business and want a financial partner who will help them make sense of the numbers behind it. They’re curious about their finances, open to conversations about what the numbers are telling them, and interested in understanding their books rather than simply handing them off to someone else.
Whether someone is ready to completely outsource their bookkeeping or just needs the tools and education to confidently manage it themselves, Jess meets them where they are.
Services
Monthly Bookkeeping
Quarterly Bookkeeping
Financial Reporting
Bookkeeping Cleanups
Xero Setup
QuickBooks Online Setup
DIY Bookkeeping Solutions
Bookkeeping Education & Support
Signature Services
DIY Bookkeeping Solutions & Software Setup
For business owners who aren’t ready to outsource their bookkeeping, Jess offers DIY solutions and helps set up Xero or QuickBooks Online correctly from the start. Clients leave with the tools, resources, and education they need to confidently manage their own books.
Monthly or Quarterly Bookkeeping
Ongoing bookkeeping support that keeps financials organized, accurate, and up to date so business owners understand where their business stands and can head into tax time feeling prepared rather than stressed.
Bookkeeping Cleanup
For the books that have fallen behind or gotten a little messy. Jess helps get everything back on track so business owners can move forward with clear, reliable numbers.
What Makes Jess Different?
Jess brings together two sides of her professional background: accounting and operations.
She started in an accounting office, where she learned the importance of accurate financials and proper accounting principles, before spending years managing global operations teams, building systems, improving processes, and finding ways to make work more efficient.
Now she brings both perspectives to small business owners. The goal isn’t only to keep the books accurate, but to help clients understand their numbers and create simple, effective systems that make running the business easier and its goals more achievable.
Most importantly, Jess wants her clients to feel like they have someone in their corner. Someone they can trust with their numbers, ask questions without feeling silly, and count on to keep things organized and moving forward.
Experience & Background
5+ years of experience working in an accounting office
10+ years managing global operations teams
Xero Certified Partner
QuickBooks Online ProAdvisor
Founded Take It Easy Bookkeeping in 2026
Colleague Perspective
“She is a brilliant problem-solver with an analytic mind but remains extremely empathetic. Her willingness to listen to any issue, triage problems and build out solutions creates an open environment that runs efficiently and is always improving.”
“Jess is bright, optimistic, engaged and hard-working. She is a keen problem-solver, with a particularly good eye for developing automation with the human touch.”
Favorite Advice
It’s okay. Start where you are.
If you’ve been putting off looking at your numbers, or you’ve been using the balance in your bank account to determine whether your business is profitable, you’re not alone.
Jess believes there’s no shame in where you’re starting. She works with what’s happening in the business right now, then helps create a plan to organize the books, understand what the numbers are saying, and move forward with confidence instead of fear.
A Few Fun Things
Favorite small businesses: Local ones. Jess loves neighborhood shops, restaurants, and cafés where supporting the business means supporting someone’s dream.
Coffee or tea? Coffee in the morning and tea in the evening.
Comfort rewatch: Clueless
Favorite book: Unbound by Steph Jagger
Something you might not know: Jess loves ’90s action movies, even if she admits they’re not exactly on brand.
Dream client: A passionate business owner who truly loves what they do, communicates openly, and wants to understand their numbers rather than simply have someone else manage them.