Dianna O.

Are you looking for compliant, GAAP aligned bookkeeping, accounting software setups, multi year cleanups, or long term financial structure for your U.S. small business? If so, you’ve reached the right profile. Hi, I’m Dianna Orrels. I’m not your typical bookkeeper — I’m a Compliance Forward Senior Bookkeeper and Cleanup/Reconstruction Specialist. I own Floating Magnolia Bookkeeping Services LLC, a mature and non dramatic, woman owned, single member practice focused on clean books, accurate reporting, and practical systems that actually work in day to day operations. I build structured, functional bookkeeping environments that owners can understand, maintain, and rely on month after month — the kind of structure that helps you make real decisions and keep your business on top. What I Do Best I specialize in multi year cleanups, historical reconstruction, internal controls, books review, and full system rebuilds — especially for businesses dealing with complex platforms, multi platform environments, or years of disorganized records. My goal is simple: get your books up to date, accurate, transparent, and ready for a smooth handoff to your CPA. Why Clients Hire Me Most of my clients come to me after dealing with messy books, inconsistent bookkeeping, or years of disorganized records. They want someone calm, structured, and focused on compliance — not drama. I’m known for being direct, reliable, and able to rebuild a bookkeeping system from the ground up so owners can finally understand their numbers. My Certifications & Credentials • Advanced Certified QuickBooks ProAdvisor® • QuickBooks Payroll Certified ProAdvisor® • Digits Certified – Level III (Partner Program) • Certified Bookkeeping Professional (CBP) • Client Advisory Services (CAS) Foundations Certification • Intuit Bookkeeping Certification • IRS verified EFIN & PTIN (Authorized e file Provider · Registered Tax Preparer) Infrastructure & Security Note: I am currently studying forensic accounting and internal auditing. My home office runs on a direct, hard wired internet connection (never Wi Fi) and maintains business insurance, cyber insurance, and a full WISP. Who I Work Best With Startups and small U.S. businesses that value structure, accuracy, and compliant workflows — especially owners who want clean books, clear monthly financials, and a smooth year end handoff to their CPA. What You Can Expect Working With Me Most clients come to me when their books are messy, inconsistent, or several years behind. I fix situations like: • Books untouched for months (or years) • Chart of Accounts that no longer makes sense • Multi platform chaos (QBO + POS + payroll + bank feeds) • Prior bookkeepers who didn’t follow GAAP • Missing documentation or unreconciled accounts • Owners needing clean books before tax season or CPA review When we work together, you can expect: • Straightforward communication • Clear timelines and expectations • Calm, structured, non dramatic support • A bookkeeping environment that finally makes sense • Monthly reviews that support real decision making • Compliance focused workflows and long term stability I’m not a fit for businesses looking for rushed work, shortcuts, or non compliant bookkeeping. I focus on accuracy, structure, and long term reliability — not quick fixes that create more problems later. SERVICES OFFERED Monthly & Ongoing Support • Monthly reconciliations and documentation management • Regular meetings to review financials and open issues • Internal controls, compliant workflows, and SOP implementation • Software training One Time Services • Multi year cleanups and catchups • Statement based historical reconstruction • Book reviews, process evaluations, and diagnostic assessments • Accounting software setup and Chart of Accounts rebuilds Tax & Entity Support • Schedule C preparation and filing via Intuit ProConnect Tax • Tax scenario running and entity level structure guidance Platforms QuickBooks Online and Digits are my primary specialties, but I also work with Patriot, Patriot Payroll, FreshBooks, Xero, Zoho Books, Wave, and Gusto. My Approach I deliberately work with a limited number of clients so I can provide personalized, accurate, timely, high quality support. Whether you need a full cleanup, historical reconstruction, internal controls review, or ongoing monthly support, my focus stays the same: clean books, compliant workflows, and financial structure that supports real world operations. Additional Note While hourly support is available, flat rate project work is also considered and often preferred — especially for cleanups, reconstruction, and other one time services. Flat rate projects allow me to focus on delivering complete, structured results without breaking momentum for hourly tracking. If you need compliant, reliable books or long term structure, I’m usually available to begin immediately or within a few days.