Frequently Asked Questions

My firm offers Small Business Accounting, Quickbooks Online Set Ups, Clean Ups, Monthly Reconciliation Services, Training and Troubleshooting, Accounts Receivable, Payroll Support, Financial Report Preparation, Personal Budgeting, and other services as needed by our Clients.

We have recently launched a new service for business owners that are not ready to fully outsource bookkeeping and prefer to do their own bookkeeping called “Guided Business Solutions.”

This subscription service provides review of your bookkeeping processes on a monthly basis in order to alert you to workflow problems and prevent costly issues in the future. A video overview is provided each month to explain any findings. This service can be paused or canceled at any time. Read more here.

We also offer bookkeeping support to Accounting Firms and Tax Professionals.

QBO Cleanups, LLC bills services on a flat fee basis, no hourly charging prevents unwelcome “surprises” for the Client. Your Monthly Fee is based on the services you request. Please contact me in order to obtain your Customized Quote. You always know what your service fee will be each month!

We specialize in Service Based Businesses and I have worked with a diverse list of clients including: Golf Course/Recreation/Membership Clubs, Dental Practices, HVAC/ Renovation/Home Repair/Landscaping, Wedding Professionals, Fed-Ex Route Owners, Real Estate Investors, and many more.

Your transactions will be regularly reviewed to keep your books up to date and your reports meaningful. The frequency depends on your transaction volume and your business's individual needs. You will receive Monthly Financial Reports that include Profit and Loss and Balance Sheet as well as any other custom reports that you find useful and request from us.

QBO Cleanups, LLC does not prepare or file either Personal or Business Tax returns; however, we make your tax filings more efficient, accurate, and timely due to the attention paid to your account. Keeping your Income and Expenses reconciled maximizes your tax deductions, avoiding the possibility of missing any savings you are entitled to. When you have clean books, your tax preparer is able to cut preparation times and many times their fees.

My firm provides a secure Client Portal called Financial Cents that utilizes OpenSSL to provide AES-256 and AES-128 encryption. This Client Portal is used to share sensitive documents, to share information via Client Chat, answer questions, clarify transactions, and more. Watch this Quick Video to find out more about how easy my Client Portal is to use.

Many Clients choose to provide us with View Only Bank Access so that we may obtain bank/credit card statements and view check images for the purpose of assigning Payees and Categories to the transactions. With this type of Access to your account, we are able only to view transactions and download statements.

At this time we currently provide support for users of Quickbooks Online, with the possibility of adding support for users of Accounting Suite in the future. Accounting Suite has a dashboard very similar to Quickbooks Desktop but is cloud-based. Learn more about Accounting Suite.

Although our list changes frequently in order to provide the best services to our Clients, some of the apps we currently use are: AR Collect for Accounts Receivable services, Rewind for QBO file backup, Loom video software for creating Client Tutorials, and Zoom for Client Meetings, all of which fully integrate with Quickbooks Online.

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For Personal Budgeting, we use and recommend You Need A Budget software.

Absolutely! You can find my Google Reviews here and my Quickbooks Online ProAdvisor profile here.

We strive to provide the best service possible with the quickest response possible which is within the same business day, however, if there is an “emergency” we always try our best to respond quickly if it is a time sensitive matter. QBO Cleanups, LLC does not provide services on Saturdays, Sundays, or major holidays.

My firm truly cares about the success of our clients, as well as providing meaningful and useful services that help our clients to understand their books and make clear decisions based on accurate information.