Looking for a QuickBooks® ProAdvisor bookkeeper? Why settle there.
The same team that reconciles your accounts also files your returns and reads the numbers with you like a CFO. Start with a free review of the QuickBooks Online file you already have.
If this is why you searched…
You went looking for somebody who knows the software. What has been missing is somebody who owns the whole number, from the bank feed to the filed return.
The last one knew the software
They clicked the right buttons and still left you a file nobody could close a year with.
The books and the taxes never meet
Your file is finished in one place, your return is prepared in another, and the gap between them becomes your problem in April.
Nobody reads the numbers with you
Reports arrive. What you wanted was a person who says what they mean and what to do before December.
Start with a free look at the file
Before anybody talks about a monthly fee, somebody who does this every day opens your QuickBooks Online company and tells you the truth about it.
What is actually wrong
Every account tested against the real statements and every balance nobody can explain written down, before a single line is recoded.
What it takes to fix
The open months in order, the documents still missing, and a fixed fee to bring the file current.
What it looks like after
A before and after summary, a short monthly close note, and a tax plan built on the numbers we just cleaned.
If the review can’t show you exactly what’s wrong and what it costs to fix, it costs you nothing. No obligation either way.
What a QuickBooks® ProAdvisor badge tells you, and what it leaves out
It tells you something real. A QuickBooks® ProAdvisor has worked through Intuit’s training on the software and passed its certification, so the person on the other end of your email knows where the reconciliation screen lives and will not learn the product on your file. That is worth having, and it is a fair reason to type the phrase into a search bar.
Here is what the badge is quiet about. It is a software credential, so it speaks to the software. Whether your finished books get tied to the tax return that is filed from them is a separate question. So is whether anyone looks at your year in October, while there is still time to change how it lands, rather than in April when the only thing left to do is arithmetic. So is whether a person ever sits with the numbers and says what they mean for the next hire, the next truck, the next slow quarter.
Those answers come from the level of the practice behind the login, not from the badge on it. Your books are being kept, your returns are being prepared, and your year is being planned whether or not anybody is coordinating the three. When one team holds all three, the cleanup already knows what the return will need, and the plan gets built on numbers somebody actually reconciled.
Who does the work
Your file is handled by a tax and financial operations practice, not a data entry desk. The same people who reconcile your accounts prepare business and personal returns and do the fractional CFO work: cash forecasting, owner pay, entity questions, the conversations that decide what next year’s numbers will say instead of just describing what last year’s already said.
Steven Palmieri runs it, out of Dallas, remote for clients anywhere. That shows up in ordinary ways. When your QuickBooks bookkeeper finds a loan payment sitting in an expense account, there is no email chain to the tax preparer, because the tax preparer already knows what it is. When the return needs a basis figure, nobody asks you to go find it. When you ask whether you can afford something, the answer comes out of the file that was closed last month.
We work in QuickBooks Online every day, which is where most owners already are and where we would move you if you are not. Nothing about the way we work asks you to learn a new system, export your history, or explain your business twice.
How the work runs once you say go
You give us accountant access to your QuickBooks Online company, which you can revoke in two clicks at any time. Bank and card feeds arrive on their own after the first connection, so the categorizing stops depending on you remembering to send anything. Statements, loan papers, and anything with a signature come through a secure upload link instead of an attachment.
Then the rhythm repeats. Accounts get reconciled against the real statements. Open questions get chased while they are still fresh enough for somebody to remember the answer. The month closes and you get a short written note: what changed, what looked unusual, what needs a decision from you. It is a page you can read between appointments, not a data dump.
During the year, and again before it ends, those same numbers get looked at for tax: what the profit is honestly going to be, what is still available to do about it, what to set aside and when. Nothing gets sprung on you in the spring out of a file nobody had opened since summer.
The form on this page starts the free review. Send what you have, unsorted.
Get your free file review
Tell us a little about the business. We reply within one business day.
Common questions
Do I need a certified ProAdvisor?
You need somebody who works in QuickBooks Online every day, closes your months, reconciles every account, and can show you the file before and after. Ask us that on the call, and ask it of anyone else you talk to.
What do I send if the books are behind?
The statements for every month that was never closed, access to the QuickBooks company or a backup, and one sentence naming the last month anyone reviewed. Do not sort the transactions first. Sorting first hides the breaks.
Does anything change in my file during the review?
No. The first pass reads the registers, the reconciliations, and the statements together and reports back with the open months in order and the papers still missing. Recoding starts only after you accept that sequence and the fee.
Do you file the tax return too?
Yes. Business and personal returns are prepared from the same books we keep, and the planning happens while the year is still open instead of after it closes.
How far behind is too far behind?
We have rebuilt books from bank statements alone going back multiple years. There is no file too messy to start, and nobody here is going to judge the state of it.
What happens once the file is clean?
Monthly bookkeeping with a short written close note, and a tax plan revisited during the year. Keep the monthly work in house instead if you would rather. No lock-in.