Request a free consult
Tell me where your books stand and what's prompting you to sort it out. No charge, and no obligation. If you're on QuickBooks Online, the next step is a look at the file itself — I'll send back a written summary of what condition it's in.
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Common questions
A conversation about where your books actually stand — what's behind, what's gone wrong, and what it would take to fix. No charge, and no obligation. If you're on QuickBooks Online, the next step is a look at the file itself: I go through it, usually about an hour, and send you a written summary of its condition. That's free too, and it's a review rather than a full reconstruction.
That's fine — the consult is just a conversation, so there's nothing you need to have set up first. If you're on spreadsheets, paper, or QuickBooks Desktop, moving you onto QuickBooks Online is a setup project, and I'll quote it before anything starts.
No. I record payroll in your books from your provider's statements and confirm the liabilities clear, which is where the real risk sits. Calculating pay, remitting deposits, and filing returns stay with your payroll provider.
No. I work inside your own QuickBooks file, under access that you grant me and can revoke whenever you like. The file stays in your name. I never have access to your bank accounts or your money.
No, it's the normal starting point and usually the reason people call. Nobody gets judged for it. The free consult exists so you know exactly where things stand before you spend anything.