Accurate. Conscientious, honest and punctual, definitely takes great pride in her work.
Call (417) 323-2629 or have me call you.
Industries · Service Businesses & TradesBookkeeping for service businesses and trades
I keep books for HVAC and plumbing shops, electricians, lawn care crews, cleaning companies, salons, auto shops, and photographers. It’s all in QuickBooks Online, and you get your reports by mid-month. If I can’t pick up when you call, leave a message or send the form, and I’ll call you back within 15 to 20 minutes during the day. I work with shops and trades anywhere in the United States over Zoom and the phone, and in person if you’re around Springfield.
Invoices, deposits, and merchant fees
Most shops get paid four or five ways in the same week: a card at the counter, an online invoice, a check in the mail, and a Square reader in the truck. Every processor deposits on its own schedule and takes its fee first, so the bank feed never quite matches the sales report.
I reconcile Square, Stripe, and field service app deposits gross against net. The full sale goes in as income, the fee goes in as an expense, and the deposit matches both. Your income gets counted once, at the right amount.
Techs, subs, and 1099s
If you pay techs or crews as subcontractors, the 1099 work starts long before January. I get the W-9 in the file before the first check goes out, track what each sub was paid through the year, and prepare and e-file the 1099-NECs when January comes, which is an add-on service billed per form. For employees, your payroll provider runs payroll, whether that’s QuickBooks Payroll or another service. I record every run in your books and reconcile it, so wages, taxes, and the payroll draft all tie out.
Reports by service line
With classes set up by service line, your P&L shows installs apart from service calls. A salon sees color apart from cuts. A lawn crew sees mowing apart from landscaping. Plenty of owners find out that one side of the business has been carrying the other. That’s worth knowing before you buy the next truck or hire another tech.
That’s what monthly bookkeeping gets you: a financial package built for your business every month, in a shared Google Drive folder by the 15th. It’s a flat monthly fee, and after our free call I’ll put the number in writing before I touch anything.
Reviews
5 out of 5 stars
5 out of 5 stars
What people say about working with me
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.
Questions
Questions I hear a lot
My deposits never match my sales. Is that fixable?
Yes, and it’s almost always merchant fees and deposit timing. Square and Stripe deposit the net after fees, often a day or two behind the sale, so the bank feed and the sales report drift apart. Reconciling every month sorts it out and keeps it sorted.
Do I need fancy software?
No. QuickBooks Online plus the exports from your point-of-sale or field service software is plenty for most shops. I’m certified in QuickBooks Online, so we’ll get full use out of the tool you already have.
Do you run payroll for my techs?
Your payroll provider runs payroll, whether that’s QuickBooks Payroll or another service. I record and reconcile every payroll transaction in your books, so wages, taxes, and the payroll draft tie out to the bank each month. Your CPA files the tax return from a reconciled file, and I’ll send it to them directly if you’d rather I did. If you don’t have a CPA, I work alongside several firms and I’ll introduce you.
Can you give me a ballpark for a shop like mine?
Yes, in writing, after a free review of your file. Monthly bookkeeping is a flat monthly fee. A few things move it: how many transactions run through an average month, how many bank and card accounts you run, and payroll. Running your invoices and bills through the books is an add-on service, priced separately. Send me three to six months of statements and you’ll get a range on the call. The pricing page explains how I build the quote.
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
Your reports will show which side of your shop is really paying.
Your card and app deposits get reconciled every month, fees and all, so your sales and the bank agree. The first call is free, and you’ll see the price in writing before I do any work.
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.