QUICKBOOKS ONLINE - SETUP, TRAINING, CONSULTING
Whether you're starting a new business or you have an existing business,
I'm here to help with your bookkeeping and accounting services.
We design a plan to meet your specific needs and your long-term goals.
20 years experience in business to business sells and management and has owned and operated 6 businesses. My experience has given me real-world strategies to be able to help you do it right the first time.
I don't just work with numbers and reports.
I partner with my clients to help them succeed.
No hidden fees.
No surprises.
Plans lay out exactly what services are included.
If you need further assistance, a written quote will be given.
The Process
Step 1
Discovery Call:
Call us at 417-660-3076, or book your call using the CALENDAR LINK below. We’ll reach out to you to learn more about your bookkeeping and accounting needs.
Step 2
Assess and Estimate:
We’ll review all your current accounts in depth, determine a timeline, and prepare an estimate.
Step 3
Implementation:
Reduce stress, be prepared for tax season, and save money by knowing your numbers.
Bookkeeping and Accounting Services
QuickBooks Online
Set up
Training
Consulting
Payroll
Budgeting
Clean-up projects
Tax return preparation (quoted).
Your Paragraph text goes Lorem ipsu
FAQS
We use a flat rate fee per month. We can talk about your specific business needs and figure out how we can best serve you.
We are a QuickBooks Online ProAdvisor. We work remotely, or we can set up in person meetings to help you better understand your bookkeeping. We utilize cloud based software for easy and secure document uploads and transfers.
We analyze and record all of your business transactions through QuickBooks Online to compile monthly financial statements such as P&L and Balance Sheet.
What if I need a more frequent schedule than monthly?
We are here to serve you. We can meet more often to meet your specific business needs . We can even provide weekly cash meetings to help you optimize your cash flow.
We need your bank statements every month. We are able to setup your bank statements to automatically synch with QuickBooks Online. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.
Our goal is to provide you with your monthly financial reports by the 10th of the month.
We can provide clean up services to catch up or correct your records. We will be glad to discuss the details for your specific situation.
We have several resource partners to prepare your tax return.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
Copyright 2025. Carthage, Mo. All Rights Reserved.
Facebook
Instagram
LinkedIn
Youtube