SERVICES
Every engagement starts in QuickBooks Online and ends with reports you can actually use — whatever shape your books are in today.
For books that have fallen behind
✓ Full review of past transactions
✓ Bank & credit card reconciliation, month by month
✓ QuickBooks Online chart of accounts cleanup
✓ Books brought current and tax-ready
MOST POPULAR
For businesses ready for a steady rhythm
✓ Ongoing transaction categorization
✓ Monthly bank & credit card reconciliation
✓ Monthly financial reports: profit & loss and balance sheet
✓ Direct access to me for questions
For new businesses starting with confidence
✓ Complete Quickbooks Online account setup
✓ 30% off QBO subscription with my CBG affiliation
✓ Customized Chart of Accounts for your business
✓ Connect bank and credit card accounts
✓ Ready for accurate bookkeeping from day one
Stay compliant without the year-end stress
✓ Track vendor payments throughout the year
✓ Organize contractor information (W-9 collection)
✓ Prepare and file 1099s accurately and on time
✓ Ongoing support for 1099 questions
WHY IT'S DIFFERENT
| What you get | DIY spreadsheets | QuickBooks alone | HW Bookkeeping |
|---|---|---|---|
| Hours saved each month | None | Some | Hours back |
| Monthly bank reconciliation | Manual, error-prone | Automated, unchecked | Reviewed by a human |
| Tax-ready reports | Rarely | Only if categorized correctly | Always |
| A real person to ask | Just you | A help chatbot | Me, directly |
QUESTIONS
No. If you’re using spreadsheets, a different platform, or nothing at all, I’ll help you get set up in QuickBooks Online as part of your cleanup.
However far behind is fine. Cleanup & catchup work is exactly for businesses that are months — or years — behind on reconciliation.
We’ll talk through your business, your current bookkeeping setup, and where you want your finances to be. You’ll leave with a clear next step and a proposal sent to you within 24 hours, no pressure.
Yes! While I’m based in Springfield, MO, all bookkeeping work happens securely online, so I can support small businesses anywhere.