Service · QuickBooks Online ProAdvisor
A QuickBooks ProAdvisor
in your corner.
QuickBooks can run a business beautifully — or quietly mislead you for a year. The difference is who set it up and who's watching it. Dana is a QuickBooks Online Advanced Certified ProAdvisor: the top certification tier, applied to your file.
What "Advanced ProAdvisor" actually means
Not every ProAdvisor is created equal.
"ProAdvisor" is QuickBooks' certification program for accounting professionals. Advanced is the highest tier — and it's the one Dana holds.
Earning it means demonstrating deep, tested command of QuickBooks Online: complex transactions, troubleshooting, reporting, and the kind of edge cases that trip up self-taught users. Pair that certification with 18 years of real accounting and a Deloitte audit background, and you get something rare — someone who knows the software and the accounting principles underneath it.
Most QuickBooks problems aren't really software problems. They're accounting decisions made by software that didn't know any better. A ProAdvisor fixes the decision, not just the screen.
How a ProAdvisor helps
Four ways to get QuickBooks working for you.
Whether you're starting fresh or inheriting a tangled file, there's a clear entry point.
Setup, done right
New to QuickBooks Online? Dana builds your chart of accounts, connects bank feeds, sets up products, sales tax, and rules — so the foundation is correct from day one instead of fudged later.
Cleanup & rescue
Inherited a mess of "Uncategorized" and broken reconciliations? She diagnoses what went wrong and rebuilds the file into something accurate and trustworthy again.
Optimization
Already running but clunky? Dana streamlines your workflow, tightens your reporting, automates the repetitive bits, and makes the numbers genuinely useful for decisions.
Payroll setup
As a QuickBooks Payroll–certified ProAdvisor, she gets payroll configured and running cleanly inside the same system your books already live in.
Want to keep the keys?
She'll teach you, not gatekeep you.
Some owners want their books handled. Others want to run QuickBooks themselves and just need it set up properly and explained clearly. Dana does both — and she's happy to train you one-on-one, remotely or in person, until you're genuinely comfortable driving it.
Why a ProAdvisor beats going it alone
- Your chart of accounts is built for your business, not a generic template
- Reconciliations are done correctly, so reports are actually trustworthy
- Mistakes get caught early — before they snowball into a tax-season problem
- You get accounting judgment, not just button-clicking
- Less time fighting software, more time running the business
Keep exploring
Related services & areas.
Monthly Bookkeeping
Let Dana run the QuickBooks file she set up — every month.
Monthly service Behind?Catch-Up & Clean-Up
A broken QuickBooks file is often a catch-up job in disguise.
Get caught up The Woodlands, TXLocal in The Woodlands
In-person QuickBooks training and setup, right on Timberloch.
The WoodlandsMake QuickBooks behave
Set it up once, set it up right.
Bring your QuickBooks questions to a free consultation — whether you want it handled for you or taught to you.
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