See where your business stands and know what comes next.
I clean up behind or unreliable records for service businesses.
Meanwhile, the business keeps moving. Another month closes, more activity is added, and the records you already question become harder to untangle.
When the books can’t reliably show what happened, they can’t answer the questions you need them to answer. You’re left wondering what can stay, what needs to be corrected, and where to begin.
The way forward starts with understanding where your books stand—and what they need next.
Tona Gilmore
Owner & Bookkeeper
I understand how bookkeeping gets pushed aside while the work of the business is happening in real time. A receipt gets tucked away, mileage is scribbled on a note, and an invoice waits until the urgent work is finished. Other times, the information was entered—but the reports still don’t reflect what happened. None of it seems disastrous in the moment, but the questions keep collecting.
Eventually, you’re trying to reconstruct months of business activity while wondering what was missed or recorded incorrectly. The business kept moving, but the bookkeeping system couldn’t keep pace with the way the work actually happened.
I’m a trained bookkeeper and certified QuickBooks Online ProAdvisor, and I continue building that expertise through ongoing mentorship with experienced bookkeepers and CPA coaches. I know how to trace what happened, identify what needs attention, and put the work in a sensible order—while explaining the parts that matter in plain language.
Bookkeeping is a learned system, not something every business owner should already know. Good bookkeeping should make the business easier to see—and the next decision easier to make.
Get Your Books Back in Order
I’ll work through the backlog and correct the problems in your existing QuickBooks Online records, so the old months are no longer an open question and you can move forward with numbers you trust.
Keep Your Books Current
After a cleanup—or if your books are already in order—I’ll handle the ongoing bookkeeping so reliable numbers are ready when you need to answer a question, make a decision, or work with your tax professional.
I’ll keep your accounts reconciled and your records accurate, so your reports reflect what happened and you can answer business questions with numbers you trust.
I’ll explain what your reports are showing in plain language and connect the numbers to what is happening in your business, so you can see what needs attention, recognize what’s working, and decide what to do next.
I’ll keep you updated as the work moves forward and explain the issues that matter, so you always know what’s happening and never have to chase down answers.
We’ll talk through where your books stand and what you need help with—so you know where to start and what comes next.
I’ll work through the backlog, correct the problems, and reconcile your accounts—so your records are accurate, current, and ready to use.
You finish with reliable records and useful reports—so you can answer business questions, prepare for taxes, and decide what comes next.
You know what needs attention and what comes next, with a plan based on what your file actually needs.
Old errors stop following your books forward because the transactions and setup behind them are corrected.
Your current books have a reliable starting point when the backlog has been completed in order.
You aren’t left choosing which balance to believe because QuickBooks and your statements are brought into agreement.
Keeping your books current is easier after cleanup because your file is organized for ongoing use.
You can see where the business stands and what comes next, with corrected reports and clear explanations of the important changes.
Yes. Some books are primarily behind, some contain errors that need to be corrected, and many have a combination of both.
You don’t need to determine what kind of help you need before contacting me. I’ll review your QuickBooks file, identify what needs attention, and provide a quote for bringing the agreed period back into order.
In many cases, correcting the current file gives the business a stronger and more complete record moving forward. Starting over can remove useful financial history without resolving all of the questions in the existing books. However, there are situations where beginning with a new file is the better choice.
I’ll review what you already have and recommend the path that gives you reliable books without discarding information unnecessarily.
No. Your books don’t need to be organized before you contact me.
Once I understand what the project involves, I’ll give you a clear list of any access, statements, or other information I need and explain why I’m requesting it. You may need to answer questions about particular transactions or how your business operates, but I’ll take care of the bookkeeping work involved in the cleanup.
As a general planning estimate, cleaning up a 12-month period often takes about four to six weeks.
Your project may take more or less time depending on the number of accounts involved, the condition of the books, and how quickly any requested information is available. After reviewing your QuickBooks file, I’ll include a project-specific time range with your quote.
If you’re working toward a particular deadline, let me know during your exploratory call so I can tell you whether it can reasonably be accommodated.
Cleanup is quoted as a fixed project price because the cost depends on how far back the work goes, the number and activity of your accounts, and the corrections your books require.
After our exploratory call, I’ll review your QuickBooks file and prepare a proposal outlining the work included, deliverables, timeline, and price. You’ll be able to review everything before deciding whether to move forward.
If I later uncover something that would materially change the agreed scope, I’ll explain what I found and get your approval before adding any work or cost.
Your books will be corrected through the date included in our agreement. You’ll also know what was addressed, whether anything still requires attention, and what the next step should be.
From there, you’ll have a reliable starting point you can maintain, hand off, or use for monthly bookkeeping going forward.
The DIY Bookkeeping Fix for Busy Business Owners
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