I provide bookkeeping and accounting in Bolivar, MO and across Polk County for owner operated businesses that need their QuickBooks cleaned up and kept accurate. I am a CPA with 23 years of experience, an hour up the road in Marshfield.
The bookkeeping is usually the part nobody warned you about. Quarterly estimates, what is actually deductible, whether you should be an S-Corporation yet. Those are the questions I get most from people in your position, and they are all easier to answer when the books are right.
If you are a contractor or a trade, your books have to answer questions a storefront never asks. Which jobs made money, what is billed against what has been spent, and whether the reporting will survive a bonding review.
Every engagement covers reconciled accounts, correctly categorised transactions, clean financial reports, and books that are ready for tax filing. Cleanup work comes first if your file needs it.
Bank, credit card and loan accounts matched and balanced, so the numbers in QuickBooks are the numbers in real life.
The single most common reason a profit and loss report does not make sense.
Duplicate deposits recorded as income will inflate what you owe. They get found and removed.
Expenses that never made it in are money you paid tax on for no reason.
So the file stays clean after I hand it back, not just on the day I finish.
A chart of accounts structured around how you actually operate, not a generic template.
The result is clean, organised books and financial reports that do more than check a box.
No. I am in Marshfield, about 51 miles from Bolivar, and I work with Polk County businesses both in person and remotely. The work happens inside your QuickBooks Online file, so where I sit matters far less than who is looking at it.
If you would rather sit down in person, we can arrange that. If you would rather never drive anywhere again, that works too. Plenty of my work is done without either of us leaving our desks.
Most bookkeepers are not CPAs, and most CPAs do not do bookkeeping. I do both, which means the person entering your transactions is the same person who understands how they land on your tax return. That includes catching the things that quietly become expensive later: sales tax obligations, S-Corporation shareholder payroll, and other entity specific compliance matters that a bookkeeper working alone would have no reason to look for.
You schedule a diagnostic review. There is a $175 charge for it. I review your books before we meet, tell you exactly what needs fixing, and give you a written proposal. Nothing starts before you have seen that number.
A $175 diagnostic review of your QuickBooks Online file. This is a real piece of work, not a sales call, and you keep the findings whether or not you hire me.
You invite me to look at your file as an accountant. I do the reviewing before our appointment, on my time, not yours.
I walk you through exactly what is wrong, what caused it, and what it will take to fix.
Scope and price in writing. You decide from there.
A free look is a sales call. For $175 I actually go through the file, and you end up knowing the real state of your books even if you walk away.
Yes. Bolivar is about 51 miles from my office and I work with Polk County businesses both in person and remotely.
Owner operated businesses of most kinds, with particular experience in contractors and service businesses. Polk County has 2,676 businesses with no payroll, and that sole proprietor and single member LLC situation is the one I see most.
Usually sooner than people expect. The first year sets up your chart of accounts, your entity treatment and your estimated payments, and fixing those later costs more than doing them right.
There is no point at which it is too late. I handle catch up work and historical cleanup, including files that have not been touched in years.
$175. I review your QuickBooks Online file before we meet, identify exactly what needs to be fixed, walk you through the findings, and give you a written proposal.
Yes. I am a CPA, so the books and the return are done by the same person.
I provide bookkeeping and accounting in Bolivar, MO for owners who would rather be running their business than reconciling it. Call me to talk through your situation and work out the best way to get your books back on track.
