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.
Call (417) 323-2629 or have me call you.
Industries · Self-Employed & 1099Bookkeeping when the business is just you
When the business is just you, you do the work, send the invoices, answer the phone, and then somewhere after supper you sit down and try to make sense of the bank feed. The books are usually the part that slides. That’s the part I can take. I work in QuickBooks Online with one-person businesses anywhere in the United States, over Zoom and the phone, and in person around Springfield when that helps.
Separating business from personal
The most common solo mess I see is one account doing everything. Groceries, then fuel, then a client payment. One card for the shop and the school run both. Untangling that in March costs your CPA hours, and you pay for those hours.
The fix is a business checking account, a business card, and a short chart of accounts in QuickBooks Online named in words you’d actually use. After that it mostly stays separated on its own.
Reports that make quarterly estimates easy
Quarterly estimates are guesswork when your profit number is six months old. I close your books every month, so your profit is current and your CPA can figure estimates from actual numbers instead of last year plus a guess. Your CPA handles the tax side and files the return. What I hand them is a clean, current file. If you don’t have a CPA yet, I work alongside several firms and I’ll introduce you.
A right-sized plan for a one-person business
One checking account, one card, an average month of transactions: that’s the simplest file I keep, and the monthly fee reflects it. I enter and categorize every transaction, reconcile the accounts, and put your financial package in a shared Google Drive folder by the 15th. You get the exact number in writing after the call, before I touch anything, and the pricing page explains how I build it.
When you outgrow doing it yourself
Plenty of solo owners keep their own books for years, and some do it well. What usually tips it over is a bank feed three months behind, or a Sunday afternoon gone to receipts. If you’re not sure you’re there yet, I wrote up the signs your business needs a bookkeeper, including the ones that mean you don’t need me yet.
Reviews
5 out of 5 stars
5 out of 5 stars
What people say about working with me
Accurate. Conscientious, honest and punctual, definitely takes great pride in her work.
Questions
Questions I hear a lot
What does a solo plan cost?
A flat monthly fee, quoted in writing after a free review of your file. Solo files are the simplest ones I keep, and the price reflects that. Send me three to six months of statements and I’ll size it off an average month. If your volume runs heavier than it looks, I’ll say so on the call and put the real number in writing before we start.
I use spreadsheets. Do I have to move to QuickBooks?
Not necessarily. I work in QuickBooks Online and other bookkeeping platforms, so tell me what you’re on. Spreadsheets are the one thing I’d move you off, because they can’t reconcile to the bank, and I’ve moved plenty of people off them. I set it up, connect your accounts, bring in your history, and show you the two things you’ll actually touch: sending an invoice, and answering a question from me now and then. The rest is my job.
Can you just do year-end instead of monthly?
That’s a file that is behind, and I do plenty of it. I rebuild the year period by period and hand your CPA a tax-ready file. Most people switch to monthly after that, because staying current costs less than catching up every spring.
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.
Talk to me
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.
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.