Overflow Bookkeeping for CPA Firms.

I help CPA firms keep overflow bookkeeping moving in QuickBooks Online.

What I take on
Monthly bookkeeping, cleanup, and bank and credit card reconciliations. I organize records and flag items that need your review.

How it works by email
Send a quote request with the work needed and timing. I reply within one business day with questions and a plan. We start after agreeing on scope, access, and records. Routine client questions receive a reply within two business days.

Scope limits
I do not provide tax preparation, tax advice, or legal advice. I document unresolved items for the responsible CPA or other adviser.