QuickBooks Bookkeeper and Tax Expert $40/hr - financial services

I’m a Certified QuickBooks ProAdvisor specializing exclusively in small businesses and self-employed individuals, offering both bookkeeping and tax preparation under one roof.

Whether you need your books set up correctly from day one, help cleaning up past months (or years), or seamless coordination between your bookkeeping and tax filings, I can help.

Does any of this sound familiar?

• You’re falling behind on paperwork, and that box of receipts keeps growing

• You spend evenings and weekends fighting with QuickBooks

• You’re forced to “reconcile” accounts just to make them balance

• Invoices are confusing, delayed, or hard to send

• Clients question or refuse to pay because invoices don’t make sense

• You don’t know who owes you money—or how much

• Your tax preparer won’t file your return due to messy books

• You’re worried about IRS notices, penalties, or a surprise tax bill because no one has been proactively managing your books and taxes

• You want clarity around quarterly estimates, deductions, and year-end tax planning so there are no surprises

• You’re unsure what you owe vendors or whether you’re being overbilled

• QuickBooks feels like a tangled, hopeless mess

• A prior cleanup made things worse instead of better

If any of this sounds familiar, you're exactly who I work with!

Please reach out, and I’ll get back to you promptly.

Thank you,

Steve