I clean up books that are messy or years behind, whether they’re in QuickBooks, a spreadsheet, or a box of receipts, then keep them current every month.
Every bank and credit card account reconciled to the statement, every transaction entered and classified, every payroll transaction recorded and reconciled, and a package built for your business: the reconciliations, your Profit and Loss, Balance Sheet, and Cash Flow, and a Profit and Loss by job when the work is billed job by job. A property manager gets a column per property. A contractor gets one per job. A nonprofit gets one per fund. It all lands in a shared Google Drive folder by the 15th.
Your CPA files the return from a reconciled, tax-ready file. The year-end package goes to you, and I’ll send it to your CPA directly if that’s what you want. Your payroll provider runs payroll, and I record and reconcile every payroll transaction in your books.
Monthly Financial Report
| Maple St 4-plex |
Cherry Duplex |
Lakeside cabin |
Total | |
|---|---|---|---|---|
| Rental income | 4,850 | 2,400 | 3,180 | 10,430 |
| Repairs and maintenance | (1,120) | (285) | (613) | (2,018) |
| Management fees | (485) | (240) | (318) | (1,043) |
| Mortgage interest | (1,642) | (908) | (765) | (3,315) |
| Net income | 1,603 | 967 | 1,484 | 4,054 |
These are sample figures. Your report will have your own numbers.
I can take them off your hands for a flat monthly fee. You answer a few questions each month, and I do the rest: every transaction entered, every account reconciled, and your reports show up without you asking.
Those apps sort transactions fast, but they can’t tell whether a charge makes sense for your business. That takes a real person looking at your books, and that’s what you’d be hiring me for.
Every month you get a Profit and Loss, a Balance Sheet, and a Cash Flow statement, and I’ll answer your questions about them in plain English so you can see where the money went.
I set it up right, clean up what’s already in there, and keep it running month to month. You won’t have to open it.
I’ll clean them up for a fixed price, quoted in writing, and hand you a tax-ready file your CPA can work from.
I rebuild the missing months, period by period, until your CPA has what they need to file. No CPA yet? I’ll introduce you to one I work with.
Duplicate deposits, balances that match nothing, a file your CPA sent back, or months that were never entered at all. I fix messy books for a living, and I like getting the ones that are years behind. After a free call, you’ll get a fixed quote in writing.
About cleanup servicesEvery transaction entered and classified, bank and credit card accounts reconciled, payroll transactions recorded and reconciled, and a financial package built for your business: Profit & Loss, Balance Sheet, Cash Flow, and a P&L per job when you need it. It lands in your shared Google Drive folder by the 15th. You pay one flat monthly fee, and you’ll have it in writing before I start.
About monthly service$85 /hour
We sit down with your numbers for an hour on Zoom or the phone. Just opened a business and not sure what you’re supposed to be doing with the accounting side? This is where we sort it out, and it’s the one service I bill by the hour.
About consulting
Trust and corporate books kept separate, owner statements every month, and a file your CPA can work from at year end.
Airbnb and VRBO payouts reconciled to the penny, a Profit and Loss per listing, and the Branson tourism tax accrued every month.
Commissions tracked for agents, and a set of books per property for investors, so you can see which addresses make money.
Job costing that finally matches the checkbook, 1099s for your subs, and progress billing tracked job by job.
Programs and funds tracked by class, restricted gifts kept separate, and board-ready statements straight out of QuickBooks.
Merchant deposits reconciled to the penny and books that show which work pays, for HVAC, plumbing, lawn care, salons, and shops.
Send me three to six months of recent bank and credit card statements first, then we talk on Zoom or the phone. I tell you straight what shape the books are in and give you an estimated price range on that call.
If the range works for you, I write it up. We go through the proposal on Zoom, or in person if you’re near Springfield. I’d rather look at the number with you than read it to you over the phone.
The proposal comes to you by email and you reply approving the price. Nothing moves until you’ve done that.
A formal engagement letter goes out for signature. You give me accountant access to your bookkeeping file and read-only access to every bank and credit card account, and I start.
Monthly bookkeeping is a flat monthly fee, quoted in writing after a free review of your file. Cleanup projects, including books that are months or years behind, get a fixed project quote in writing before any work starts. See how pricing works.
Diane has been great getting my books all cleaned up and properly set up. She’s very responsive, detailed, and thorough. Thanks for all your help! Highly recommend!
Accurate, detailed and personable; three of many qualities that Diane brings to the table every single day. There is no one I would trust more than Diane with my bookkeeping.
Diane is very competent and dependable. She has been working in the bookkeeping, finance, and records area for many years and does great work. Her services are recommended.
I’ve kept books for more than thirty years, over twenty of them as the accounting manager for one company. I’m a Certified QuickBooks ProAdvisor and a member of BNI and Business By Referral. I work out of Ash Grove, Missouri, about half an hour northwest of Springfield.
Guidance, not judgment.
I work with clients anywhere in the United States. It’s all online, on Zoom and the phone, so a client in another state gets the same thing as one down the road. If an in-person visit helps, that’s easy to set up around Springfield and southwest Missouri, Branson included.
Towns I know well:
You don’t have to have it sorted out before you call. Maybe you’re months behind, or your CPA just sent the file back. Either way, leave your number, and when I call you back I’ll tell you what I’d do about it. You’ll get a plan from me, never a lecture.
A Form 990 on extension is due November 16, 2026. Your CPA needs reconciled, fund-level books to finish it, and that’s the part I do.
Filed an extension for 2025? Those returns are due October 15, 2026. Your CPA needs a reconciled 2025 file before then, and the sooner I see it the more room we both have.
1099s for your subs and vendors are due February 1, 2027, and they’re built from a full year of entered payments. If 2026 is behind, the last weeks of the year are the time to catch it up.
1099s for your subs and vendors are due February 1, 2027, the same day your payroll provider sends W-2s. If the 2026 books aren’t entered yet, that’s the first thing I’d fix.
S corporation and partnership returns are due March 15, 2027. Your CPA needs a reconciled 2026 file to file on time.
Individual returns are due April 15, 2027. A reconciled 2026 file is what your CPA needs to file, or to file the extension with real numbers.
On a free 30-minute call, you’ll hear plainly what shape your books are in and what I’d recommend. You don’t sign or owe anything unless you decide to go ahead.
I’ll call you back within 15 to 20 minutes during the day.