Collaborative & Complementary Bookkeeping
Outsourced Clean-up Bookkeeping for accounting, bookkeeping & tax preparation firms
Solutions
Increase your efficiency
Accelerate client onboarding
Free up your internal processes
Focus on your business growth
Utilize our experience, processes, and competence
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Completion of Project work with your help in gathering the needs & communicating with your client
Written comprehensive summary of Project notes & observations
45-minute Zoom Wrap-Up meeting to discuss the summary
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An ideal choice if you want to present to your client
Thorough scrutiny of the current QBO file for the time period requested
Written assessment with critical findings regarding the condition of the file
Includes a required Needs List to complete the project & a Turn-Key quote
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Assist you in tackling the project
45-minute Zoom Strategy meeting (recorded), includes:
A required Needs List for the project work
A suggested outline of the workflow
A suggested list of questions for the client
End of Project Error Review with feedback
30-minute Zoom Wrap-Up meeting (recorded) for discussion & questions
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Let’s work out a personalized plan to achieve your project outcome
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A carefully designed program to tackle the unique needs of your firm or staff. Contact me to discuss.
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Estimated range of hours needed for Project work
Suggested "retail" price for Project
Suggested "retail" monthly fee for ongoing bookkeeping
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Written review to include errors, inconsistencies, and issues related to the bookkeeping file in QBO
Ready to take action?
Fill out the form below to get started on a free quote
***if you are not an accounting/bookkeeping/tax firm please use the Books Prep link at the top right for a quote***
I am a Certified Digital Bookkeeper, and Master Fixer at CleanUp Consultants, a virtual bookkeeping firm specializing in QBO clean-up project work for bookkeeping, accounting, and tax professionals.
At CleanUp Consultants, I run a unique bookkeeping practice, as our services are focused solely on the untangling and sorting of untidy books. Clients/Colleagues benefit from my proven strengths in strategic thinking and execution and find that I’m skilled at - and energized by - creating custom solutions for each unique situation. I am a natural learner, always striving to find new and more efficient ways of assisting clients, and am driven by achievement, which means I always show up for my clients, going over and above their expectations.
I graduated from the University of Texas with a degree in Business Management, and after over twenty years in the field of residential real estate, I turned my focus to business accounting and advisory services. I’m a Certified Digital Bookkeeper, as well as a Quickbooks Online Advanced ProAdvisor. I am a member of the Digital Bookkeepers Association (DBA), and I receive continuing education throughout the year to stay up to date in the latest industry and cloud accounting technology developments.
In my spare time, I enjoy British television, keeping physically fit, and spending time with my family. I live in Austin, Texas with my spoiled dachshund, Lucy, and am a proud mom to a college-going son, Graham.