About Us

Corporate Finance Leader with 20+ Years of Proven Expertise

Specializing in Strategic Planning, Acquisition Initiatives, and Streamlined Financial Operations Using Cutting-Edge Technology

Driven to meet the financial business needs of your business whether large or small

At Beyond the Books we focus on creating innovative solutions to support you and your team.  Owner and principal, Linda Gee has over 20 years of experience in senior leadership positions. Linda has a proven track record in streamlining financial operations leveraging cutting-edge technology to improve processes, and strategic planning to support your goals.  

Her corporate tenure was filled with multiple acquisitions on both the buy and sell side, large-scale systems integration, and extensive financial planning & analysis reporting to include budget to actual reporting and forecasting. With over a decade of handling the books for a family business, she also has unique experience and perspective to see things through the eyes of a business owner.  Always looking at situations through that lens, she appreciates the small business perspective. This passion for small and large businesses drove her to start her own financial consulting and bookkeeping firm. Linda has a unique ability to quickly analyze a situation and scale up or down depending on the scope. She is passionate about helping small business owners navigate change and grow their business by creating strategies to increase efficiency and effectiveness through system utilization, and financial planning & analysis allowing you to focus on your passion.

Linda’s passion is to help small business owners pursue theirs. Beyond the Books focuses on: 

•  Strategic Financial Planning & Bookkeeping
•  System Integration Support
•  Customized Training to improve efficiency and system utilization

Expert skills in financial software: QuickBooks and Microsoft Dynamics 

Advanced skills in the use of market-leading technology solutions:  Salesforce, Datagate, Service Fusion, Sitetracker and Microsoft Office products among others.

Let us help you maximize your business, we specialize in financial planning & analysis, process improvement, integration planning and support to support business initiatives, as well as bookkeeping services.