About

I’m Diane Jones, and I keep the books.

I’ve kept books for more than 30 years, over 20 of them as the accounting manager for one company. Now I do that same work for all types and sizes of businesses, around Springfield and southwest Missouri and, over Zoom, anywhere in the United States. Most of it runs in QuickBooks Online, some in other platforms.

Call (417) 323-2629 or have me call you.

Diane Jones, owner of Diane's Bookkeeping Services

At a glance

Credential
Certified QuickBooks ProAdvisor, with the QuickBooks Online Certification Level 2 (formerly Advanced) and the QuickBooks Workforce Certification (formerly Payroll)
Experience
30+ years, over 20 as an accounting manager
Member of
BNI and Business By Referral
Based in
Ash Grove, Missouri, 30 minutes from Springfield
Clients
Across the United States, on Zoom and the phone
Google reviews
Rated 5.0, read them
Intuit payroll certification badge

I’m a Certified QuickBooks ProAdvisor, and I hold Intuit’s QuickBooks Online Certification Level 2, the one it used to call the Advanced certification. That comes from passing the certification exams and doing the work behind them, not from paying for a badge. I hold the QuickBooks Workforce Certification too (it used to be the payroll certification), so the payroll your provider runs lands in your books the right way. I also work alongside several CPA firms around Springfield. If you need a CPA, I’ll introduce you. If you are one, here’s how I work with firms.

How I work

Where the work happens

Most of it runs in QuickBooks Online, some in other platforms, and we mostly talk on Zoom or the phone. Every transaction entered and classified, every account reconciled against the statements, every payroll transaction recorded and reconciled, and your financial package in a shared Google Drive folder by the 15th.

Your CPA and your payroll provider

Your CPA files the return, and what they need is a reconciled, tax-ready file. That’s the part I do. The year-end package comes to you, and I’ll send it to your CPA directly if that’s what you want. Your payroll provider runs payroll, QuickBooks Payroll or another service, and I record and reconcile every payroll transaction in your books. I prepare and e-file your 1099s too, for an added fee billed per form.

Guidance, not judgment

Plenty of people call me embarrassed that they’re two or three years behind, and every one of them expects a scolding. Nobody gets one. You get a plan to get current and a price in writing before I start. Software sorts transactions fast, but it can’t tell you whether a charge is reasonable for your business. That takes somebody who knows your books.

How I got here

As an accounting manager I oversee a finance team. My job is making sure accounts payable, accounts receivable, payroll entries, inventory, costing by location, property, and job type, and bank reconciliations all get recorded properly in the financial statements. Then I read the financials and check that the percentages in every account look reasonable. I couldn’t do any of that without the full-charge bookkeeping I did earlier in my career, where the whole set of books was mine: the entries, the reconciliations, and the statements the owner reads at the end of the month.

I started Diane’s Bookkeeping Services because I enjoy working with business owners more than I enjoy overseeing a finance team. I’d rather sit with the person who owns the business, hear what’s worrying them, and hand back books they can actually use, without making them feel bad about how far behind they got.

Before computers and software, we kept books in a green ten or twelve column ledger book. Every journal entry was written by hand, and the financial statement and the balance sheet were built by hand from those entries. Once financial software arrived, the ledger books went in a drawer. What didn’t go away is knowing what sits behind every entry. Anyone who kept books the old way knows which entries get booked and where they map. Software posts a lot of them on the back end, and you never see them unless you know where to look. I know where to look, and that’s what separates me from a bookkeeper who only ever learned the software.

Read my Google reviews

Around town

Home is Ash Grove, a small town about half an hour northwest of Springfield, and I like working where I live. Some of my clients are businesses I drive past: property managers, contractors, shops, and rental owners across Greene County and southwest Missouri. The Springfield Daily Citizen wrote a story about the practice. They got the details right, including the part where it’s just me on every file.

I work with clients across the United States, and the work is the same in every state: your bookkeeping file, Zoom, and the phone. If you’re near Springfield and would rather sit down in person, that’s easy to arrange.

My home base, half an hour from Springfield Open in Google Maps
Questions

Questions I hear a lot

Are you taking new clients?
Yes. I keep the list small enough to do careful work. If I’m ever full, I’ll say so up front instead of letting the work slip. The easiest way to start is to set up a free call.
Do you work with businesses outside Missouri?
Yes, anywhere in the United States. I work in QuickBooks Online and other platforms, and I see most of my clients on Zoom or the phone, so your state doesn’t change the work. If you’re around Springfield or southwest Missouri and would rather meet in person, that’s easy to set up.
Are you the Diane’s Bookkeeping on Kingsley Street in Springfield?
No. That’s Diane’s Bookkeeping & Tax Service, a separate business. I’m Diane Jones of Diane’s Bookkeeping Services, LLC. I work from Ash Grove, I don’t prepare tax returns, and my number is (417) 323-2629.
Do you do taxes or payroll?
Your CPA files the return. I get your books reconciled and tax-ready, and the year-end package comes to you. If you’d rather I send it to your CPA directly, that’s the arrangement we’ll make, and if you don’t have a CPA, I work alongside several firms and I’ll introduce you. Your payroll provider runs payroll (QuickBooks Payroll or another service), and I record and reconcile every payroll transaction in your books. I prepare and e-file 1099s too, for an added fee billed per form.

Sound like the kind of help your books need?

When I call you back, you can ask me anything you’d want to know before you trust someone with your books. If someone else would suit your business better, I’ll tell you that on the call.

I call you myself. You don’t need to find anything first.

I’ll call you back within 15 to 20 minutes during the day. No obligation. Or call me now at (417) 323-2629.

I’ve worked in accounting and bookkeeping for 30+ years, and I’m a Certified QuickBooks ProAdvisor. You can read my Google reviews.

Want a second set of eyes on your books?

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.