Diane provides excellent timely service. She is a great communicator. I recommended her to several business associates.
Set up your free call
Thirty minutes over Zoom or on the phone, from anywhere in the United States. I look at your file and tell you honestly what shape it’s in, and you get an estimated price range on that call. The written proposal comes after, and we go through it together.
Send me three to six months of recent bank and credit card statements before we talk. That's what a price range gets built from. Nothing fancy.
Diane C. Jones, Diane’s Bookkeeping Services, LLC. Ash Grove, Missouri.
Call me and we’ll start right there
Most people just call. We talk for a few minutes about your business and where the books stand, and if it makes sense to go further, I start the process on that call. No phone tag, no email back and forth.
Can’t talk right now? Leave your number above and I’ll call you. I'll call you back within 15 to 20 minutes during the day.
When we do work together, I ask for read-only access to every bank and credit card account and accountant access to your bookkeeping file. I can see the statements. You keep control of the money. If you carry inventory or run the business on other software, I’ll want to see that too. The pricing page explains what goes into a flat monthly fee and a fixed project quote.
Reviews
5 out of 5 stars
5 out of 5 stars
From a Google review
I’ve had the pleasure of working with Diane Jones for over 15 years during her time as Accounting Manager at our Company. She has consistently been one of the most reliable and detail-driven professionals I’ve worked with. Her expertise in accounting and bookkeeping is exceptional, and her integrity, accuracy, and commitment to getting things right set her apart. Plus, it cannot be overstated how her promptness to address my needs are fantastic. Anyone that needs the services she offers will not be disappointed.
How this goes, start to finish
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We set a time
If you called, we keep going right then, or pick a time that suits you. If you left your number, I’ll call you back and we’ll set one.
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You send me statements first
Three to six months of recent bank and credit card statements, every account, not just the busy ones. I can’t put a number on a file I haven’t looked at, and that’s what the statements are for. If you carry inventory or run the business on other software, tell me that too.
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The free 30-minute review
On Zoom or on the phone, whichever suits you. I go through what you sent, ask about payroll, sales tax, inventory, and what software you’re on, and then I give you an estimated price range right there on the call.
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The proposal, and we go through it together
If the range works for you, I write the proposal up. Then we go through it 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. After that it comes to you by email, and you reply approving the price.
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Engagement letter, access, and I start
A formal engagement letter goes out for signature, and the first invoice with it. You give me accountant access to your bookkeeping file and read-only access to every bank and credit card account, and we set up the Google Drive folder we’ll share. Then I get to work.
What I’ll ask on the call
The questions on the form cover the start. On the call I’ll also ask about the rest of this list, which comes off my intake sheet. Rough answers are fine. Some of these are add-on services rather than part of the monthly fee, and I’ll say which as we go.
- How the business is set up. Sole proprietor, LLC, S corp, partnership, or nonprofit.
- When taxes were last filed. And whether your CPA is waiting on the books.
- Your accounts. Bank accounts, credit cards, PayPal or other payment apps, loans, and leases.
- How invoices go out and get paid. Through your bookkeeping software, another system, or by hand.
- How bills get paid. Bill pay, checks, cards, or autopay.
- Payroll. Who runs it, how many people are on it, and how often.
- Inventory. If you carry any, and how you track it.
- What software you run. QuickBooks Online or Desktop, another bookkeeping platform, a point of sale, a property system, or spreadsheets.
- Sales tax. Whether you collect it and how often you file.
- What prompted the change. The thing that made you look for a bookkeeper now.
Still reading? Just call.
Most people do. We talk for a few minutes and if it makes sense to go further, I start the process on that call.
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.
I'll call you back within 15 to 20 minutes during the day.