About UptoDate Bookkeeping
Offering Expert Payroll and Bookkeeping Services
UptoDate Bookkeeping was founded in 2000, and we offer more than six combined decades of bookkeeping, payroll, and job costing experience. Our team is committed to providing convenient and personalized service to save you time and maximize your profits.
We believe that every business is a puzzle that needs to have a clear, full picture, and we believe that we can fill the bookkeeping “puzzle piece” to complete that picture and ensure your success!
At UptoDate Bookkeeping, our services are always tailored to your individual needs. We take the time to discuss your financial statements and goals and create a bookkeeping or payroll plan that serves you. We’re also flexible! We’ll meet with you at our professional office or we’ll come to you!
At UptoDate Bookkeeping, we are passionate about providing proactive business consulting and bookkeeping services to make your life easier. Schedule your Profit First Assessment today!
Experienced and Certified Bookkeepers
At UptoDate Bookkeeping, we are proud to use the Profit First method of cash management. Our team is trained and certified by the Profit First Professionals organization to guide business owners and entrepreneurs in maximizing their profits.
We are also a certified Intuit® QuickBooks® Pro Advisor, ProCore Certified, and T-Sheets Certified, so we’re qualified to take on even the most disorganized books.
We belong to the American Institute of Professional Bookkeepers (AIPB) and to the Forest Lake Area Chamber of Commerce, so you can be sure that you’re getting top-quality bookkeeping, payroll, and business consulting services.
Offering Comprehensive or À La Carte Bookkeeping Services Across Industries
No matter which industry or field you’re in, we can help. We work with small to mid-sized business to streamline your bookkeeping and save you time, frustration and money!
Here are just a few of the many industries we serve:
- B2C Services
- B2B Services
- IT Services
- Retail Stores
- Professional Services
- Union Construction
- General Contracting
- Automotive Repair
- Auto Body
- Product Distribution
- Chiropractic Care
- Real Estate
Meet Our Team of Expert Bookkeepers and Payroll Professionals
Our UptoDate Bookkeeping team is passionate about helping your business grow and succeed. Learn about us here!
President and Founder
Vicky Savage started UptoDate Bookkeeping because she loves helping business owners grow. She is committed to helping small to mid-sized companies succeed in their passion by focusing on her passion – bookkeeping. This commitment has made UptoDate Bookkeeping a popular choice for business owners across the Twin Cities Metro Area.
When not working, Vicky loves spending time with her husband, children, and grandchildren. She enjoys road trips and traveling with her family.
Gary Zauner specializes in payroll and has never worked with one that was too unique to handle. He loves the diversity of industries that choose UptoDate Bookkeeping; working with a variety of businesses keeps work interesting!
Gary enjoys getting an early start to the day for exercise/errands/household chores so that evenings can be free for family and friends. He also enjoys smoking the occasional cigar and growing a beard.
Brian Thompson joined our team in 2015 and works closely with clients on their bookkeeping and payroll services. Born and raised in Forest Lake, Brian remains involved in the community and appreciates the way that UptoDate Bookkeeping positively impacts the area.
In his spare time, Brian likes to take road trips around the country and explore State and National Parks. He also does the occasional DIY project and plays mini golf.
Brian has been with UptoDate Bookkeeping since moving to Minnesota in 2015 and enjoys the unique challenge that every client brings. His critical thinking, adaptability, and problem solving skills allow him to help each client with their individual needs. He appreciates the camaraderie of the UptoDate Bookkeeping team and the teaching environment that keeps him learning and makes it possible to help clients succeed.
When not at work, Brian enjoys traveling, camping, hiking with his family and dog, finding new adventures, and chasing around a kid who doesn’t know how to sit still!
As the newest member of UptoDate Bookkeeping, Dawn brings over 20 years of a wide variety of small business bookkeeping experience to the team. Her high degree of ethics, strong attention to detail, and easy-going personality makes her an obvious match for any bookkeeping project.
Dawn is an animal lover who loves spending time with her awesome granddaughter. And yes – she bleeds purple. Skol!!!
Elizabeth joined our Team in December of 2018. Her extensive knowledge, years of accounting background, attention to detail and interest in diversity will not only make her a valued member to our team, but to our clients teams as will.
When not at work, Elizabeth loves spending time with her family, enjoying the outdoors and making all different kinds of crafts.
Human Resource Consultant and Executive Advisor
Arlene is a trusted HR consultant and strategist for small and medium-size organizations, bringing over 35 years of hands-on experience to her 500+ clients since starting HRx, Inc. in 1992. She partners with leaders to develop and implement do-able strategies and process to address the short-term challenges and long-term success of your business. Arlene provides HR tools such as handbooks, job descriptions, and appraisals, as well as can assist with employee relations issues and streamlined HR processes. For a more complete understanding of her services, Arlene can be reached at 952.996.0975, Arlene@HRxInc.com or www.ArleneVernon.com.
Advisor and Lead Profit First Strategist
Mike Michalowicz is the entrepreneur behind three multi-million dollar companies and is the author of Profit First, The Pumpkin Plan, and what BusinessWeek calls the entrepreneurs cult classic, The Toilet Paper Entrepreneur. He is a former small business columnist for The Wall Street Journal, international speaker, and the creator of the Profit First method. Mike is an active adviser on Profit First to UptoDate Bookkeeping.