Jessica M.

QuickBooks Online Expert | Financial Professional

I help businesses and individuals achieve clarity and control over their finances through expert-level QuickBooks Online architecture and financial management. With over 15 years of experience, I specialize in account setup, historical cleanup, forensic-level analysis, system integrations, and long-term financial oversight. Whether you’re building from the ground up, integrating operational software with QuickBooks, or untangling years of messy books, I bring both precision and practicality to every engagement. In addition to traditional bookkeeping support, I frequently help organizations design the structure behind their financial systems, ensuring that accounting data flows cleanly from operational tools into accurate, meaningful financial reporting. My expertise includes: • Full-cycle bookkeeping (A/P, A/R, job costing, commission tracking) • QuickBooks Online system architecture and reporting design • Financial data migrations and historical cleanup • API-ready QuickBooks setups for software integrations • Cleanups, reconciliations, and customized financial reporting • Journal entries, budgets, payroll setup (W-2, 1099), and trust accounting • Integration with Amazon, PayPal, Stripe, Shopify, Square, and Gusto • Workflow optimization and customized QBO training for teams or solo users I’ve supported clients across a diverse spectrum of industries, including but not limited to: • Tech startups managing growth, recurring revenue, and investor reporting • Nonprofit organizations with complex grant, fund, and donor structures • Law firms requiring trust account compliance and audit-ready financials • Medical and healthcare technology companies I take pride in long-term relationships built on accuracy, responsiveness, and trust. My goal is not only to keep the books clean, but to help clients build financial systems that make their numbers easier to understand and act on. If you’re looking for a strategic financial partner who can bring order to the chaos and provide ongoing financial clarity, I’d love to connect.