OUR SERVICES

I work primarily with service-based businesses — think medical professionals, insurance agents, franchise owners, contractors, and similar — from startups up to about $10M in annual revenue. If that sounds like you, there’s a good chance I can help.

Yes, and you’re far from the first. Whether you’re a few months behind or several years, the QuickBooks Online (QBO) Diagnostic and Clean-up service starts with a full review of where things stand, followed by a customized plan to get you caught up and current — no judgment, just a clear path forward.

Pricing depends on a few things — the volume of your business, the condition of your books, and which service is the right fit for where you’re at. That’s why the first step is always a conversation, followed by a diagnostic review if you have an existing QuickBooks Online file. Once I have a clear picture of your books and your business, I’ll give you a straightforward, customized quote before any work begins — no surprises, and no guessing on either side.

It starts with a conversation about where your bookkeeping currently stands — what’s working, what’s not, and where you need help. From there, you’ll complete a short onboarding questionnaire and I’ll send over an engagement letter so we’re both clear on what’s ahead. If you have an existing QuickBooks Online file, I’ll run a diagnostic review and walk you through the findings together. Then we decide together on the right next step — whether that’s a clean-up project, a new QBO file, consulting services, or ongoing bookkeeping — and get you fully onboarded from there.

Both. I’m based in both Austin and the Dallas Metroplex and work with clients hybrid — some in person, most remotely. Wherever you’re located, we can work together effectively through QuickBooks Online, Zoom, and secure document sharing.

No — and that’s intentional. I focus on bookkeeping and consulting, not tax preparation. When tax matters come up, I work directly alongside your CPA or tax preparer (with your permission) to make sure your books are accurate and ready to hand off, so tax season is as smooth as possible.

Confidentiality is non-negotiable. I maintain strict privacy and discretion with all client information and never share it with anyone outside of what’s needed to deliver my services — and always with your explicit permission first. If you’d feel more comfortable with a formal Non-Disclosure Agreement (NDA) in place, I’m happy to sign one — I’ve done so with many of my clients.