Dannielle S.

💥 Are your books or is your business a HOT mess!?! 💥 Are you behind with your bookkeeping? 💥 Or confused about your business finances and where all of the money goes before the end of the month? 🫣 🤯 🙏 I can help with that! 🙏 🇺🇸 I am a US based, certified Quickbooks Proadvisor, MBA and CPA candidate with 15+ years of accounting and financial management experience. I specialize in helping small to medium sized businesses get organized, reduce unnecessary expenses, improve their bottom line, and make tax season a breeze! I promise to take the stress out of Bookkeeping and Accounting so that you can focus on building your business! ➡️ 𝗔𝗠 𝗜 𝗔 𝗚𝗢𝗢𝗗 𝗙𝗜𝗧 𝗙𝗢𝗥 𝗬𝗢𝗨? ⇢ Do you have errors or inaccuracies in your books? ⇢ Are you burnt out from running your business? ⇢ Are your books behind and need a catchup or a cleanup? ⇢ Do you need help keeping QuickBooks up-to-date and ready for tax time? ⇢ Do you have complex processes like payroll, sales tax, inventory management, job costing, etc? ⇢ Have you had a part time bookkeeper quit for a full time position and leave you in the lurch? ⇢ Do you need a Quickbooks expert who can teach you what you need to know, in plain English? ⇢ Are you unsure if you're in the right financial position to grow your business? ⇢ Are you looking for help with one of these industries: 💼 Professional Services, 🏠 Real Estate, 🏗️ Construction, or 🛒 E-Commerce? 🛠️ 𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒 𝐈 𝐎𝐅𝐅𝐄𝐑 🛠️ If you answered yes to the any of the above questions, here’s how I can help you with your business' bookkeeping and accounting needs: 🔵 Setup Quickbooks Online and an industry specific Chart of Accounts 🔵 Advise on and Integrate the RIGHT Apps with your QBO System 🔵 Clean up, Catch Up, and Keep Up your Quickbooks Online Bookkeeping 🔵 Provide 1-on-1 Quickbooks Training to Teach you what you Need to Know and Nothing you Don't 🔵 Manage Complex Accounting Processes like Customer Invoicing, Bill Pay, Payroll, Sales Tax, Inventory, etc 🔵 Setup a budget and monitor company performance against the budget 🔵 Forecast your cashflow and prepare for upcoming cash needs 🔵 Streamline your processes and create a solid foundation for growing your business 🔵 Ensure Compliance with GAAP Best Practices and Safeguard Assets with Fraud Prevention Measures ➡️ 𝐌𝐘 𝐏𝐑𝐎𝐂𝐄𝐒𝐒 𝐈𝐟 𝐲𝐨𝐮'𝐫𝐞 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐞𝐝 𝐢𝐧 𝐦𝐨𝐯𝐢𝐧𝐠 𝐟𝐨𝐫𝐰𝐚𝐫𝐝.... 🎯 𝐁𝐨𝐨𝐤 𝐚 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐂𝐚𝐥𝐥: Book a 20 min, no obligation Zoom call to discuss your specific project requirements by replying to my proposal or sending a direct message. 🎯 𝐑𝐞𝐯𝐢𝐞𝐰 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬: During this call let’s review your Quickbooks or financials together via screen share. 🎯 𝐃𝐢𝐚𝐠𝐧𝐨𝐬𝐭𝐢𝐜 𝐑𝐞𝐯𝐢𝐞𝐰: After the call, I’ll dive deeper into your accounts and business processes. Then I'll provide specific recommendations and an Action Plan on how to proceed. 🎯 𝐀𝐜𝐭𝐢𝐨𝐧 𝐏𝐥𝐚𝐧 𝐌𝐞𝐞𝐭𝐢𝐧𝐠: We meet to review the Action Plan specifically tailored to your business needs. We'll review any errors found in your books, the scope of work and pricing, if you decide to move forward, as well as my process improvement suggestions or software upgrade suggestons, if necessary. ✨ 𝐆𝐄𝐓𝐓𝐈𝐍𝐆 𝐒𝐓𝐀𝐑𝐓𝐄𝐃✨ 𝗜𝗳 𝘆𝗼𝘂 𝗵𝗶𝗿𝗲 𝗺𝗲 𝘆𝗼𝘂'𝗹𝗹 𝗻𝗲𝗲𝗱 𝘁𝗼... 1️⃣ Grant QuickBooks Accountant access (only Accountant users can undo account reconciliations and batch recategorize transactions). 2️⃣ Signup for my secure client portal for exchanging sensitive financial documents (I’ll send you an invite). 3️⃣ Fill out our client intake form to document all of your accounting processes. 4️⃣ Upload bank and credit statements for all unreconciled months through the client portal for added security. 👣 𝐍𝐄𝐗𝐓 𝐒𝐓𝐄𝐏𝐒 👣 𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝗜 𝘄𝗮𝗻𝘁 𝘆𝗼𝘂 𝘁𝗼 𝗱𝗼 𝗻𝗲𝘅𝘁: 📩 Send me a message so we can start a conversation about your specific situation. 🙅🏻‍♀️ Don't worry - ❌ This is a judgement free zone ❌ - No set of books is too messy!! And everything is usually fixable. Worst case scenario, you'll get my input on your business and some suggestions on how to fix it. 💕 𝗖𝗟𝗜𝗘𝗡𝗧 𝐋𝐎𝐕𝐄 💕 ⭐⭐⭐⭐⭐ "Extremely great to work with. Very knowledgeable, professional, and communicates well. Dannielle also gave me great advice for my business, she’s awesome! I will definitely hire her for future jobs!" ⭐⭐⭐⭐⭐ "Dannielle, is very personable. She completed the work very efficiently! She kept me abreast of all matters within the project and her work, which I greatly appreciated. I look forward to working with her again." ⭐⭐⭐⭐⭐ "Dannielle has been a pleasure to work with. She has been responsive, on schedule, and communicative. She helped us with a little clean-up from prior bookkeepers and was helpful when finding times to review our books."