Patrick D.

We specialize in QuickBooks Online cleanups and consultations. Cleanups require a higher level of skill than typical bookkeeping - this is strategic work, not clerical data entry — and our rates reflect that. Cleanups have a defined scope, timeline, and completion point, and they progress smoothly when communication is prompt. During the cleanup, we can also help you establish workflows to keep your books clean moving forward. We’re a good fit if you: - Want accurate bookkeeping - Can provide timely statements/documentation, and can respond promptly to our questions - Understand bookkeeping as a strategic function - Are committed to growth and better accounting processes - Have patience while we learn your business and build the right foundation We’re not a good fit if you: - Don’t prioritize accurate books - Can’t provide timely access to bank, credit card, or loan statements - Resist improving or updating workflows - Don’t value experienced bookkeeping expertise Who We Serve Small US businesses using QuickBooks Online, primarily service‑based companies. We do not work with non-US businesses. I hold a Bachelor’s degree in Accounting and am a QuickBooks Online Certified ProAdvisor. We do not provide payroll services, we recommend platforms like Gusto or ADP. We also do not provide tax preparation or filing services of any kind. Our clients have their own accountants who handle tax-related matters.