Run your business.
Let Dana run the books.

We use a flat monthly rate. We'll talk about your specific business needs and figure out how we can best serve you.

We specialize in QuickBooks and are QuickBooks Online Certified ProAdvisors. We work remotely or can set up in-person meetings to help you better understand your bookkeeping. We use secure cloud-based software for easy document uploads and transfers.

We analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as a Profit & Loss (P&L) and Balance Sheet.

We'll need your bank and/or credit card statements every month. We can set statements to sync automatically with QuickBooks so you can focus on your business while we handle the books — or you can send documents yourself. We use secure cloud-based software and email for delivery.

We turn your reports around as quickly as your books allow — usually early in the month, once everything is reconciled. How fast depends partly on receiving your statements and any answers we need, so the smoother that hand-off, the sooner you will have your numbers.

Don't worry about it. We can clean up messy transactions or inaccurate records from your past. We'll discuss the details for your specific situation.

Let's talk about it. We love innovation and constantly try new concepts — let's work together to optimize your business.

Dana focuses solely on your books — not taxes — and she believes that is exactly how it should be. It keeps her sharp for you, especially at tax time, and it preserves real checks and balances. Thanks to her background and education, she has built a trusted referral network across the country, and she is glad to point you to a CPA she would trust with her own taxes.