Helping SMBs bridge the gap between POS systems & QuickBooks with 20+ years of expertise. 🛠️ Level 2 ProAdvisor & Software Manager specializing in clean workflows and 100% accuracy. Modern solutions for today’s business
I provide scalable accounting solutions for everyone from independent contractors to growing small-to-medium businesses across the United States. While my official bookkeeping pra
ctice has launched within the last two years, I bring nearly two decades of deep-dive experience to the table, having mastered QuickBooks and various Point of Sale (POS) systems across multiple industries since 2006. I support all USA-based businesses remotely with high-efficiency digital workflows and am willing to travel to clients as needed for hands-on support. My specialty lies in the 'messy middle' of business operations—ensuring your POS system and QuickBooks Online work in perfect harmony. Whether you use Square, Shopify, or a niche industry platform, I have the technical agility to troubleshoot your systems, streamline your workflows, and ensure every transaction is captured accurately. Accounting Services:
Startup:
Initial setup, bank feed connections, and custom Chart of Accounts design. Diagnostic & Cleanup Services Historical "Catch-up":
Sorting, reconciling, and correcting historical data for tax-readiness. Monthly compliance & bookkeeping:
Categorization of income/expenses and monthly Bank Reconciliation plus Monthly Profit & Loss and Balance Sheet reporting. Software Solutions and Integrations:
Connecting and mapping one standard third-party application (e.g., Stripe, Square, or Payroll)
Specialized integration for industry-specific management software involving inventory, labor tracking, or multi-platform syncing. Training and Technical Support:
On-call support for software glitches, "broken" syncs, or specific "how-to" navigation