Clean Up Your QuickBooks. Get Accurate Numbers You Can Actually Use.
I help service-based business owners fix messy or behind QuickBooks and get everything done right the first time—so their numbers are reliable for taxes, loans, and running their business year-round.
This isn’t a quick fix. It’s a full correction so your books are accurate, complete, and something you can finally trust.
I Hear You.
You may be saying, “I don’t trust my numbers at all.”
You feel like you are flying blind.
I hear you saying, “Every year I’m rushing to get everything together for taxes — and I know it’s not right.”
You have that sense of urgency, feel embarrassed, and fear your books are full of mistakes.
I hear you saying, “My QuickBooks are a mess and I don’t even know where to start to fix it.”
You feel stuck, you try to avoid it, and it is creating a mental overload.
I hear you saying, “I’ve already paid someone and it still isn’t right.”
You feel skeptical, your trust is broken, you are cautious… but you want it done right and you are willing to pay to fix it… if someone will FIX it.
You may be saying, “I know this is costing me money. I just don’t know how much.”
You can feel the leak… but can’t see it and you don’t know how to fix it.
I can help.
WHY ACCURATE BOOKS MATTER
When bookkeeping errors go unnoticed, they can create serious problems.
Inaccurate books can lead to:
• Overstated or understated income
• Missing deductible expenses
• Incorrect financial reports
• Delayed tax filings
• Poor financial decision-making
Correcting your books ensures that both you and your CPA can rely on your financial information with confidence.
EXPERIENCE YOU CAN TRUST
Over 23 Years of Business Tax and Accounting Experience
My background includes more than two decades preparing business tax returns and working with a wide range of entity types.
Because I understand both bookkeeping and tax preparation, I know how financial records must be structured so that CPAs can prepare accurate returns.
This experience allows me to identify issues that may affect tax reporting, including entity-specific requirements such as S-Corporation shareholder payroll and other compliance matters.
COMMON SIGNS YOUR BOOKS MAY NEED CLEANUP
• Your QuickBooks balance doesn’t match your bank statement
• Your financial reports don’t make sense
• Your CPA has asked for corrected books
• Your income appears higher than expected
• Your expenses appear lower than expected
• You are unsure whether the books are accurate
If any of these sound familiar, your QuickBooks file may need a professional review.
WORKING WITH YOUR CPA
I regularly collaborate with CPA firms to ensure financial records support accurate tax preparation. In fact, many of the clients I have worked with this year were referred to me by their CPA!
When cleanup work is complete, your CPA receives organized, reconciled financial reports so they can prepare returns efficiently and confidently.
Life-Work Balance
Are you overwhelmed with managing your finances? Do you wish you had more time for what truly matters?
Need reliable bookkeeping services in Marshfield or Springfield, MO? Get organized QuickBooks, monthly accounting, and tax-ready reports tailored to your small business.
Hiring a professional accountant can be a game-changer for your business and personal life. An expert handles your taxes, financial planning, and day-to-day bookkeeping, giving you the freedom to focus on growing your business and enjoying your personal time.
The Benefits for You:
- Better life-work balance
- Increased productivity
- Peace of mind knowing your finances are in expert hands
- More time to spend with family, friends, or on personal passions
Take the first step towards a healthier, more balanced life today. Contact us to learn how we can help your business thrive—while you enjoy the life you deserve.
How I Got Here
I grew up in the heart of Southwest Missouri in the smalll town of Bolivar. I met my husband in the 5th grade. We got married in 1984 and started a family two years later when we had our son, Chris. Three years later we added a daughter, Kensey. They are both grown and have blessed us with two granddaughters along with five bonus-granddaughters. When I’m not deep in the world of numbers, you can find me watching one of the granddaughters cheer, or play soccer, volleyball, basketball, or softball.
I attended college at Missouri State University (Go Bears!) after being out of high school for more than 14 years. I earned my Bachelor of Science Degree in Accounting and then a Master of Accountancy Degree, paving the way for a career in public accounting. I became a licensed Certified Public Accountant in September of 2003.
I took my first job in public accounting in 2002. I worked at some very reputable CPA firms in Springfield, MO and brought that experience with me. I learned from each CPA firm and brought the best of what I learned with me to form my own business. I have a passion for helping small businesses in Southwest Missouri and I would like to work remotely with businesses outside my immediate area as well. I feel fortunate to have worked with some of the best people in this area and I love what I do! I have truly learned from the very best.
What we Do
Bookkeeping, Accounting, Client Advisory Services, Payroll Tax, and Individual and Business Tax Returns
I Will Clean Up Your QuickBooks
My favorite service to provide to small to mid-size businesses is comprehensive account reconciliation and financial books clean-up services. I specialize in QuickBooks software. I am a QuickBooks ProAdvisor and I have used QuickBooks Desktop and/or QuickBooks Online since I started working in public accounting in 2002. Many clients are often surprised by the transformation in their financial records once this process is complete. I meticulously reconcile all your bank and credit card accounts, ensuring accuracy and clarity. Additionally, I refine your chart of accounts, demystify the “undeposited funds” account, clean up your accounts receivables and payables, and meticulously match each balance sheet account with the corresponding source documents. This thorough approach allows me to identify and eliminate any duplications, and record any unrecorded expenses, resulting in a clean and organized financial picture for your business. And you won’t have to pay taxes on income that was erroneously recorded twice!
Bookkeeping, Accounting & Client Advisory Services
As a dedicated partner in your financial journey, I offer comprehensive bookkeeping, accounting, and client advisory services that include preparing tax-ready reports for your CPA or tax preparer. I will work with you and with your CPA to make sure your CPA has everything they need when they need it. Let’s connect for a personalized consultation to explore your requirements and tailor a solution that fits you perfectly.
Business and Individual Income Taxes
If you’re considering a transition or simply need tax assistance, I specialize in filing tax returns for S Corporations, C Corporations, Partnerships, and Single-Member LLCs on Schedule C. Additionally, I am here to assist you with your personal tax return, ensuring a smooth and efficient process tailored to your needs.
Resources & Calculators
Useful Resources for Financial Management & Forecasting
Contact Us
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