Financial Clarity for Small Businesses That Want to Grow
We go beyond bookkeeping - giving you accurate reports, strategic insights, and the peace of mind to run your business with confidence.
Financial Clarity for Small Businesses That Want to Grow
We go beyond bookkeeping - giving you accurate reports, strategic insights, and the peace of mind to run your business with confidence.
You built a business to thrive, not drown in numbers
Stop stressing over messy books, payroll, and tax deadlines. Our team brings insight and strategy to help your small business stay profitable and positioned for long-term success. Backed by a dedicated team with experience at every level, we deliver accurate, timely reports that give you the clarity and confidence to grow
You built a business to thrive, not drown in numbers
Stop stressing over messy books, payroll, and tax deadlines. Our team brings insight and strategy to help your small business stay profitable and positioned for long-term success. Backed by a dedicated team with experience at every level, we deliver accurate, timely reports that give you the clarity and confidence to grow
What services I provide you
General Bookkeeping
Stay organized with accurate tracking of income, expenses, and daily transactions
Bookkeeping Cleanups
Catch up and correct months or years of backlogged records.(Retainer Required)
Financial Statement Analysis
Get clear insights into your profit, cash flow, and financial health.
Consultation
Personalized financial guidance tailored to your business needs
Start-Up (EIN, LLC)
Set up your business structure the right way from day one
Clean Books Review
A detailed checkup to spot errors and keep your books in order.
1099s
Preparation and filing of contractor tax forms to meet IRS requirements
General Liability & WC Insurance Audits
Support with required audits to verify coverage and accuracy.
Payroll
Simplified employee payroll and compliance, integrated with QuickBooks. (with paid QBO subscription)
What services I provide you
General Bookkeeping
Stay organized with accurate tracking of income, expenses, and daily transactions
Bookkeeping Cleanups
Catch up and correct months or years of backlogged records.(Retainer Required)
Financial Statement Analysis
Get clear insights into your profit, cash flow, and financial health.
Consultation
Personalized financial guidance tailored to your business needs
Start-Up (EIN, LLC)
Set up your business structure the right way from day one
Clean Books Review
A detailed checkup to spot errors and keep your books in order.
1099s
Preparation and filing of contractor tax forms to meet IRS requirements
General Liability & WC Insurance Audits
Support with required audits to verify coverage and accuracy.
Payroll
Simplified employee payroll and compliance, integrated with QuickBooks. (with paid QBO subscription)
About Dee
Started as a “girl friday” in construction in California after receiving my associates degree in Business and Accounting. I went on to become the office manager 3 years later moved to Arizona where I continued in the construction industry for almost 25 years. Beginning with an entry level position and ending with CFO assistant; Office Manager; Staff Accountant.
After meeting my husband in 2006 we decided that I would branch out on my own and help the small contractor that can do the physical work of the trade but didn’t know the business side of running and having a small business.
Since then, I have increased my knowledge, experience and client base to over 60 clients strictly by word of mouth, networking, referrals and personal relationships.
I work exclusively with Quickbooks - both online and desktop. I am a certified Quickbooks Pro Advisor and my team are also pro advisors.
Although I do not do tax returns, I have resources at my disposal for questions about taxes that I am unable to answer. If I don’t know the answer - I’ll get it for you.
About Dee
Started as a “girl friday” in construction in California after receiving my associates degree in Business and Accounting. I went on to become the office manager 3 years later moved to Arizona where I continued in the construction industry for almost 25 years. Beginning with an entry level position and ending with CFO assistant; Office Manager; Staff Accountant.
After meeting my husband in 2006 we decided that I would branch out on my own and help the small contractor that can do the physical work of the trade but didn’t know the business side of running and having a small business.
Since then, I have increased my knowledge, experience and client base to over 60 clients strictly by word of mouth, networking, referrals and personal relationships.
I work exclusively with Quickbooks - both online and desktop. I am a certified Quickbooks Pro Advisor and my team are also pro advisors.
Although I do not do tax returns, I have resources at my disposal for questions about taxes that I am unable to answer. If I don’t know the answer - I’ll get it for you.
Frequently Asked Questions
- What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on recording daily financial transactions, while accounting interprets, analyzes, and reports financial data for decision-making.
- Do I really need a bookkeeper if I already have accounting software?
Yes. Software records numbers, but a bookkeeper ensures accuracy, categorization, and compliance—preventing costly mistakes.
- When should a business hire a bookkeeper or accountant?
You should consider hiring one as soon as money starts moving in and out regularly, especially if tracking it feels overwhelming. A bookkeeper helps you stay organized, save time, and be prepared for growth and tax season.
- How often should bookkeeping be done?
Ideally, monthly to keep cash flow, expenses, and profit insights up to date.
- What exactly will you handle for my business?
Examples: recording transactions, reconciling accounts, tracking expenses, invoicing, payroll, financial reports, and tax preparation.
Frequently Asked Questions
- What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on recording daily financial transactions, while accounting interprets, analyzes, and reports financial data for decision-making.
- Do I really need a bookkeeper if I already have accounting software?
Yes. Software records numbers, but a bookkeeper ensures accuracy, categorization, and compliance—preventing costly mistakes.
- When should a business hire a bookkeeper or accountant?
You should consider hiring one as soon as money starts moving in and out regularly, especially if tracking it feels overwhelming. A bookkeeper helps you stay organized, save time, and be prepared for growth and tax season.
- How often should bookkeeping be done?
Ideally weekly or monthly to keep cash flow, expenses, and profit insights up to date.
- What exactly will you handle for my business?
Examples: recording transactions, reconciling accounts, tracking expenses, invoicing, payroll, financial reports, and tax preparation.
Clients Feedback
"Working with Dee has been an incredible asset to our company. Not only has she helped us understand QuickBooks with clarity and confidence, but she’s also been an incredible teacher along the way. Her patience, expertise, and ability to explain accounting in a way that makes sense has been instrumental in helping us grow. Dee’s knowledge and guidance have directly contributed to the success of our business, and we are so grateful to have her in our corner. She’s more than just an accountant; she’s a trusted partner in helping our business thrive. "
SD Electrical
CEO
"30 years’ experience helping businesses thrive, survive, and making people happy. 60-clients strong and still making people laugh every day. Her honesty helps her break bad news when you do stupid things like co-mingle your funds. Her expertise gives you peace of mind. No one will work harder for you and your business. If you are one of her lucky clients, you are in no better hands! "
Local Insurance Agent
CEO
Clients Feedback
"Working with Dee has been an incredible asset to our company. Not only has she helped us understand QuickBooks with clarity and confidence, but she’s also been an incredible teacher along the way. Her patience, expertise, and ability to explain accounting in a way that makes sense has been instrumental in helping us grow. Dee’s knowledge and guidance have directly contributed to the success of our business, and we are so grateful to have her in our corner. She’s more than just an accountant; she’s a trusted partner in helping our business thrive. "
SD Electrical
CEO
"30 years’ experience helping businesses thrive, survive, and making people happy. 60-clients strong and still making people laugh every day. Her honesty helps her break bad news when you do stupid things like co-mingle your funds. Her expertise gives you peace of mind. No one will work harder for you and your business. If you are one of her lucky clients, you are in no better hands! "
Local Insurance Agent
CEO