How We Work Together

Most clients begin with a QuickBooks® Online CheckUp. From there, we decide together what to do next to get your books on track and keep them that way.

1

Bookkeeping CheckUp

2-hour remote working session

During your QuickBooks® Online CheckUp, we review your books together so I can understand what’s happening, answer your questions, and identify what needs attention—so you know exactly what to do next.

What we do:

  • Review your QuickBooks® Online books together in real time
  • Walk through areas that feel confusing or uncertain
  • Identify issues, workflow gaps, and priorities
  • Answer your questions and explain what we're seeing
  • Fix small issues on the spot when appropriate
  • Note larger items that may require deeper cleanup

You receive:

  • A 2-hour live remote working session
  • A recording of the session
  • A next-steps summary email with options for moving forward
  • Two weeks of brief post-session support
Start With a CheckUp →
Step 1
2

Bookkeeping Reset

Typical project timeline: about 6 weeks to a few months

If needed, I carefully review and revise your QuickBooks® Online books for you, reconciling accounts and correcting past transactions so your reports can be trusted moving forward.

What we do:

  • Review and revise historical transactions where needed
  • Reconcile bank and credit card accounts
  • Resolve inconsistencies affecting your reports
  • Identify workflow issues that contributed to the problems
  • Communicate progress as the work is completed

You receive:

  • Books carefully reviewed and revised for you
  • Reconciled bank and credit card accounts
  • Reports you can trust
  • A stable foundation moving forward
Step 2
3

Bookkeeping Routine Building

Three months of structured guidance

If you choose this step, you manage day-to-day transactions while I complete monthly bank reconciliations, review your books, and guide you in building consistent bookkeeping routines that help prevent past issues from recurring.

What we do:

  • Complete monthly bank and credit card reconciliations
  • Review your books on a regular schedule
  • Provide feedback on how transactions are being handled
  • Answer questions as you manage transactions
  • Help you build clear, repeatable bookkeeping routines

You receive:

  • Bank and credit card reconciliations completed for you
  • Monthly review of your books
  • One-on-one check-in meetings and training
  • Ongoing feedback and guidance
  • Growing confidence managing your books
Step 3
4

Ongoing Bookkeeping Support

Optional monthly engagement

Some clients choose to continue with monthly support so their books stay accurate and they always have an expert reviewing things along the way.

What we do:

  • Review your books each month
  • Reconcile bank and credit card accounts
  • Identify potential issues early
  • Answer bookkeeping questions as they arise
  • Provide guidance as your business evolves

You receive:

  • Monthly expert review of your books
  • Bank and credit card reconciliations
  • Ongoing bookkeeping guidance
  • Confidence your books stay on track throughout the year
Step 4

Typical Timeline

Month 1

Bookkeeping CheckUp

Review books together. Ask questions. Get clear next steps.

Months 2–3

Bookkeeping Reset

Books revised for you. Reports you trust.

Month 4

Bookkeeping Routine Building

Strengthen bookkeeping routines. Grow confidence.

Month 5+

Ongoing Bookkeeping Support

Stay on track with expert support.

Where Most Clients Start

The first step is a QuickBooks® Online CheckUp, where we review your books together and identify what needs attention.

Ready to get clarity?

Start With a CheckUp →

Prefer to talk things through first?

Schedule an Intro Call →