Rolaine S.

I enjoy solving the accounting and tax puzzles that other people give up on. Behind on your bookkeeping? Need tax-ready financial statements? Is your QuickBooks creating more problems than it solves? That's where I can help. I'm a CPA licensed in Tennessee and Utah, a New York Registered Tax Preparer, and a Certified QuickBooks ProAdvisor with 29 years of accounting, bookkeeping, and tax experience. I previously served as a Senior Expert Bookkeeper on Intuit's QuickBooks Live Bookkeeping Cleanup Team, where I specialized in fixing complex bookkeeping problems and restoring clients' books to accurate, tax-ready condition. I currently prepare small business tax returns for a national tax software company. Most of my clients have one thing in common: a bookkeeping problem has turned into a tax problem. Their QuickBooks file may be months or years behind. Accounts don't reconcile. Payroll doesn't match. Reports don't make sense. They need accurate books before they can file tax returns, apply for financing, or make good business decisions. I Don't Just Clean Up QuickBooks—I Make It Work Better Good bookkeeping should save you time, reduce stress, and help you make better business decisions—not just satisfy the IRS and your state government. Small changes in how transactions are entered can save hours every month, reduce future errors, and make tax time much easier. You'll also get cleaner reports that help you understand what is really happening in your business. I've worked with businesses in many different industries, so I can quickly recognize what looks normal, spot problems sooner, and recommend bookkeeping workflows that fit your business. To speed up larger cleanup projects, I use Microsoft Copilot, Excel, summary journal entries, statements from your bank, and carefully selected QuickBooks apps. Every AI-assisted result is personally reviewed and verified by me before it becomes part of your accounting records. Services: • QuickBooks Online setup, cleanup, catch-up, and rebuilds • QuickBooks cleanup and tax-ready financials for businesses behind on bookkeeping • Cash flow improvement advisement • Xero cleanup and migration • Assistance with other regulatory reports such as prevailing wage payroll or pesticide applications • IRS and state tax transcript retrieval • Account reconciliations & bookkeeping corrections • Payroll troubleshooting & third-party app integrations • Construction job costing & specialty industry bookkeeping • Internal controls to reduce future bookkeeping mistakes * Compile buildings & equip. maint. history + calendar How I Work: Every cleanup project is different, so I work in milestones. We begin with a one-hour screen-sharing session to identify your biggest problems and priorities. Next, I'll complete an agreed-upon block of work, usually about five hours. Then we'll review the progress together and decide on any next steps. This approach keeps costs predictable while making sure your books are corrected the right way. If you're looking for someone to simply "make the numbers work," I'm probably not the right fit. I believe in honest, accurate bookkeeping that gives you confidence in your financial records. If that's what you're looking for, I'd love to discuss your project. Professional Standards: As a CPA, I provide objective bookkeeping, tax, payroll, compliance reporting, and cash flow improvement consulting services. I prepare reports such as prevailing wage payroll reports, certified payroll reports, pesticide application reports, and other documentation based on the records you provide. I assist clients and their legal counsel by organizing, researching, and preparing financial documentation and supporting evidence for tax controversies, fraud investigations, regulatory matters, and litigation. I also serve as an expert witness when retained to provide independent professional opinions based on my education, experience, and analysis. I perform extensive statutory, regulatory, and case law research when necessary to ensure my work is accurate, well-supported, and consistent with applicable legal and professional standards. I do NOT practice law or provide legal representation. I do NOT perform audits, reviews, compilations, or other attest services, nor do I issue opinions on financial statements. Beyond the Numbers: One of the accomplishments I'm most proud of was helping my husband grow his specialty pressure washing business that cleaned commercial restaurant exhaust systems. By improving bookkeeping, business systems, scheduling, equipment use, and workplace safety, we were able to flourish on less than half the working cash our competitors needed. That experience taught me that bookkeeping is only one part of a successful business. Better systems and better planning create better cash flow, fewer mistakes, and better decisions. I enjoy sharing practical ideas that help business owners build stronger businesses—not just cleaner books.