QuickBooks Bookkeeping & Cleanup – Orderly Bookkeeping
Overwhelmed by QuickBooks?
I’ll handle it, so you can focus on growing or spending time with your family.
Schedule a call to get started, and you won’t have to worry about QuickBooks again.
Messy Financials → Stress & Losing $$
Tax Problems
Are you missing deductions and overpaying taxes? Or are you writing off too much (i.e. loan repayments) and risking a major IRS problem?
Can’t Sell The Biz
Potential buyers will know if your books are a mess within 5 seconds of looking at your Balance Sheet. They don’t trust messy, inaccurate financials.
Losing Sleep
You need to focus on selling & finishing jobs. Financial uncertainty holds you back, stresses you out, and impacts your personal life. Your family sees it.
I’m ready to bring order to your financials
About Your Bookkeeper:
3 Step Process
#1 Schedule A call
In 15 minutes you’ll know if Orderly Bookkeeping’s Diagnostic Review is right for you. You’ll also get to ask any questions you’d like upfront.
#2 Paid Diagnostic Review
I’ll dig into QuickBooks to see what’s going well, what’s not, and what you need moving forward. It’s a 50-step process, and we’ll go through the plan I put together for you. (Startup Review is similar.)
#3 Never Worry About QuickBooks Again
If you need QuickBooks cleaned up, I’ll start there. Each month you’ll get reports that actually help you improve your business. Expenses, income, & transfers will be coded properly. Accounts will be reconciled. You’ll have peace of mind and a partner watching your back.
Pricing
Starter
Best for new businesses & solopreneuers
Starting at $300/mo
Standard
Best for small businesses
Starting at $500/mo
Pro
Best for established businesses
Starting at $750/mo
Benefits of orderly bookkeeping
Tax Efficient
When your financials are accurate, your tax preparer can minimize your taxes. If you’re audited, things will go more smoothly with monthly bookkeeping.
bankable
Want to qualify for a loan or line of credit? Want to sell your business eventually? Bankers & investors trust orderly financials that are kept monthly.
sleep better
When you’re confident in your financials, you can focus on selling & finishing jobs rather than looking backwards and stressing over your numbers.
Questions? Reach out below:
FAQ’s
What type of companies do you help?
Our ideal clients are $500k-$5M revenue service businesses in either home services or professional services. We do not work with restaurants, bars, or brick-and-mortar retail stores with extensive inventory.
What QuickBooks Problems Do You Fix?
Some of the top issues I help fix: undeposited funds, uncategorized income, uncategorized expenses, double counted revenue, chart of Accounts, loan/asset issues, 3rd party app integration, personal expenses in QuickBooks, Schedule L doesn’t match QuickBooks, etc.
Why Do New Clients Hire You?
Some of the top reasons are: setting up QuickBooks, cleaning up QuickBooks issues, current bookkeeper isn’t responsive, tax time is stressful due to messy financials, confused by current CPA/accountant, don’t understand financial reports, something doesn’t feel right (i.e. numbers or accountant), bookkeeper doesn’t know the industry, etc.
What else affects pricing? The packages say “starting at.”
The complexity of your finances affect pricing based on numerous factors, including accrual vs cash basis, # of monthly transactions, # of fixed assets, # of employees, # of business loans, job costing, class tracking, KPI tracking, invoicing method, payment methods, tax entity type, etc. Whether your books require cleanup or being brought up-to-date also affects the pricing. You’ll know the pricing upfront before we begin any work.
Which pricing package should I choose?
The pricing packages on our website are for monthly bookkeeping services. Before we recommend which package suits you best, we perform a paid 50-step Diagnostic Review to better understand your bookkeeping needs. Oftentimes, clients need help catching up on bookkeeping from previous months or a detailed cleanup to correct issues first. Both of these affect pricing, but you will know pricing upfront before we begin any work.
Will you work with my CPA or tax preparer?
Yes! We prefer to speak with your CPA/tax preparer when you sign up with us and also keep them in the loop – if you wish. It’s helpful for us to know things like how they want equipment/vehicles depreciated. It’s ok if we get that information at the end of the year as well.
Do you pay bills, send invoices, etc. for clients?
We do not pay bills or send invoices on behalf of our clients. If you prefer a bookkeeping service that does, please consider additional accounting controls and oversight. In other words, it is risky to hire a bookkeeping company that is also able to spend money or collect payments on your behalf. Make sure there are checks and balances to prevent unauthorized activities.
What do I need to send you each month?
We prefer having view-only access to bank and credit card accounts so that we can pull monthly statements ourselves. You can also upload statements to our secure Client Portal instead. Loan statements and other documents may need to be uploaded to our secure Client Portal periodically.
How long does it take to hear back from you?
We reply within one business day 95% of the time. Complex questions may require additional time or a call to discuss further. Oftentimes, we’ll send a short video walk through or step-by-step instructions so you can get what you need faster.
What Areas Do You Serve?
We serve US companies throughout the country and provide our services virtually. While we’re based in Houston, our mailing address is 539 W Commerce St #8058, Dallas, TX 75208.