Diane’s Bookkeeping Services, LLC
(417) 323-2629 Book a Free Call
Services

Three ways I help

Cleanup Services

This is the one people ask me for most. It might be a duplicate deposit, balances that don’t match anything, a file your CPA sent back, or months that never got entered at all. I fix messy books for a living, and I’m always glad to get a file that’s years behind.

  • Account-by-account review of your whole file
  • Missing months entered and reconciled, in order
  • Duplicates removed, transactions recategorized
  • Balances corrected to match reality
  • Fixed quote in writing after a free review
More about cleanup services

Monthly Bookkeeping

This is the steady month-to-month work, and it’s where most of my cleanup clients end up. You pay a flat monthly fee, quoted in writing, and your books stay current and reconciled all year.

  • Every transaction entered and classified
  • Bank and credit cards reconciled to the statement
  • Payroll transactions recorded and reconciled
  • A financial package built for your business, in a shared Google Drive folder by the 15th
  • Questions answered in plain English
More about monthly bookkeeping

Financial Business Consulting

Financial business consulting is $85 an hour. It’s for owners who want to sit down with someone, hear what the numbers are saying, and decide what to do next. New businesses working out how to set the accounting side up start here too.

  • An hour on your numbers, on Zoom or the phone
  • Reading your reports together, line by line
  • Your bookkeeping software questions answered
  • Deciding what to do next with the numbers in front of us
More about consulting

Also available, priced separately

These aren’t part of the monthly fee. Tell me which ones you need, and I’ll include them in your written quote before I start.

1099 prep and e-filingContractor payments tracked all year and e-filed by the January deadline, billed per form
Accounts payableBills paid through the books, with vendors and bills to keep straight
Accounts receivableInvoices sent through the books, with payments and deposits to match up
State sales tax filingsMonthly or quarterly, with the sales tax accounts right every period
InventoryCounted, valued, and tied to cost of goods sold
Setup and migration to QuickBooks OnlineFrom Desktop, spreadsheets, or the shoebox
Industries

Who I work with

Property ManagementTrust and corporate books, owner statements
Short-Term RentalsAirbnb payouts reconciled, a P&L per listing
Real EstateCommissions for agents, per-property books for investors
Contractors & ConstructionJob costing and sub 1099s for contractors, builders, and developers
NonprofitsBooks by program or fund, board-ready statements
Service Businesses & TradesHVAC, plumbing, lawn care, salons, shops
Self-Employed & 1099Business money kept separate from personal
Pricing

How pricing works

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. Financial business consulting is $85 an hour. For bookkeeping you’ll know the number before I start, in writing, with no long contract. Consulting is the one thing I bill by the hour.

See how pricing works

Questions

Questions I hear a lot

What’s included each month?
Every transaction entered and classified, your bank and credit card accounts reconciled to the statement, every payroll transaction from your payroll provider recorded and reconciled, and a financial package built for your business: the reconciliations, a Profit and Loss, a Balance Sheet, a Cash Flow statement, and a Profit and Loss by job when you need job costing. It lands in a shared Google Drive folder by the 15th, and I answer your questions in plain English too. The monthly bookkeeping page lays it all out.
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’ll introduce you to one I work with. Your payroll provider runs payroll, whether that’s QuickBooks Payroll or another service, and I record and reconcile every payroll transaction in your books. I do prepare and e-file your 1099s each January, and that one carries its own fee, billed per form.
Can you work with my CPA?
Yes, and most of my clients have one. I keep your books reconciled and tax-ready all year, so what your CPA gets at tax time is a clean file. Most owners pass the year-end package along themselves, and I’ll send it to your CPA directly if you’d rather. CPAs like that arrangement either way. It makes their work faster and usually makes your bill for their time smaller. If you’re a CPA, here’s how I work with firms.
What if I’m not on QuickBooks Online?
Tell me what you’re on. Most of my clients are in QuickBooks Online and I work in other bookkeeping platforms too. If you’re on Desktop, spreadsheets, or paper records, I can set up QuickBooks Online and move you over as part of getting started, with your beginning balances checked and corrected before the monthly work starts.

Not sure which one you need?

Plenty of files are messy and behind at the same time, so you don’t have to figure out which service you need. Leave your number and we’ll sort it out when I call you back.

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.

Talk to me

Related

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.

Book a Free Call Call (417) 323-2629

I’ll call you back within 15 to 20 minutes during the day.