SIMPLIFY YOUR FINANCES WITH QUICKBOOKS ONLINE
QuickBooks Online — Powerful and Great for Businesses With Expanding Needs
QuickBooks Online is a wonderful choice for businesses that want a reliable, easy way to stay organized as they grow. It offers clear financial tools that help you understand your numbers, keep everything up-to-date, and support your day-to-day bookkeeping in a simple, manageable way.
If you need a system that can grow with your business, QuickBooks Online is a strong option. And if you’re not sure whether QuickBooks or Wave Accounting is the best fit, don’t worry — I’ll guide you to the right choice based on your business, your style, and what feels easiest for you.
Choose Your Path
Whether you enjoy learning the basics or prefer to have your bookkeeping fully supported, you can choose the path that feels best for you and your business.
Do It Yourself With Support & Training
If you like to be hands-on, I’ll guide you step-by-step so you feel confident using QuickBooks Online. You’ll learn what matters most, stay organized, and always have support when you need it.
Done-For-You Ongoing Bookkeeping Support
If you’d rather not think about bookkeeping at all, I can take it off your plate completely. I can also help with invoicing or small tasks as needed, and you’ll receive clear updates so you always know where things stand.
Powerful bookkeeping designed to support your growing business
QuickBooks Online gives you the tools to stay organized, work efficiently, and confidently manage your finances as your business grows.
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QuickBooks Online allows you to auto-import all your bank and business credit card transactions, making monthly reconciliation quick and seamless. No more manual entry—everything you need is only a few clicks away.
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With QuickBooks Online, categorizing your transactions is a breeze. Keep your expenses and income organized, and enjoy up-to-date financial insights like daily Profit and Loss Statements so you always know where your business stands.
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Creating and sending invoices has never been easier. With QuickBooks Online, you can quickly invoice your customers for both products and services. QBO even takes care of sending reminders for overdue payments, saving you time and energy.
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Want to ensure your clients stay up to date? QuickBooks Online allows you to send customer statements and set up recurring invoices, so you can focus on growing your business while keeping everything running smoothly.
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Tracking sales tax is simple with QuickBooks Online. Whether for products or services, QBO keeps it all organized so you’re prepared when tax season comes around.
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Collecting payments is a breeze. Whether it’s via QuickBooks Payments, PayPal, Square, or other platforms, QBO helps you track and record all payments, ensuring your records are accurate and complete.
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Tax time doesn’t have to be stressful—when your receipts are organized and your bookkeeping is up to date, it’s really just another month closed. I recommend keeping your receipts in a simple, organized folder system outside of QuickBooks, and I can help you set up an easy structure in Google Drive, Dropbox, or wherever you prefer to store your files. With everything organized year-round, tax time becomes calm, smooth, and surprisingly easy.
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Track everything your business needs, from loans to assets, to ensure your financials are always up to date and accurate.
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QuickBooks Online provides a full suite of financial reports, including Profit & Loss, Balance Sheet, Cash Flow, and more, to help you make informed decisions for your business.
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With QuickBooks Online, you can personalize your invoices and statements by adding your logo and branding. Present your business professionally while keeping your finances in check.
Your Training Plan
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We’ll start by building a clean, accurate, and fully customized foundation for your bookkeeping. In this phase, we’ll:
Review your income streams and expenses
Create (or refine) your Chart of Accounts, so every transaction lands in the right place and your reports make sense
Connect your bank, credit card, and loan accounts inside QuickBooks Online
Import your transactions and clean up duplicates or errors
Teach you how to reconcile your bank, credit card, and loan accounts with confidence
Make sure your QuickBooks Online file is accurate, streamlined, and ready for ongoing use
By the end of Phase 1, your books will be correctly structured — and you’ll understand how everything fits together.
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Next, we’ll customize QuickBooks Online for the daily financial tasks that keep your business running smoothly. You’ll learn how to:
Set up your customers, products, and services
Create clear invoicing policies (payment terms, reminders, and expectations)
Set up and use recurring invoices
Send customer statements so clients stay up to date
Enter your vendors so you get detailed purchase and spending reports
Organize your receipts with a simple, reliable system that makes tax time a breeze
This phase builds the day-to-day workflows that make your bookkeeping fast and stress-free.
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In this phase, you’ll learn the monthly routines that keep your books complete, accurate, and tax-ready all year long. We’ll work through how to:
Capture all business expenses — including those paid with personal accounts
Review and prepare your Profit & Loss, Balance Sheet, and cash flow insights
Follow your Personalized Bookkeeping Task Checklist
Use your Custom Finance Calendar so nothing is ever missed
By the end, you’ll feel organized, supported, and confident managing your books month after month.
LET’S CHAT
I’m here to support you every step of the way — with clear guidance, calm organization, and a simple system that finally makes your finances feel manageable.
Let’s talk through what you need and find the best path forward together.
I’m passionate about helping entrepreneurs succeed, and I do that through three core areas: clean, simple bookkeeping; beautiful, functional websites; and digital task organization using tools like Notion, Asana, Trello, and Things 3. With years of experience as a Controller and Online Business Manager, I love making things feel calm, clear, and manageable so you can focus on the work you enjoy most.
I understand the unique challenges business owners face, and I love empowering entrepreneurs to focus on what they do best—growing their business—while I handle the details behind the scenes. Whether it’s learning a new bookkeeping platform or finding smarter ways to save money, I’m here to make the process as painless and straightforward as possible.
I’ve been using QuickBooks and Wave Accounting for over 20 years, and work regularly with other bookkeeping tools as well, so you’re supported no matter which system fits your business best.
If you’d like to talk through what you need, let’s connect for a free 20-minute Zoom chat. You deserve the time and freedom to focus on what matters most—let me take care of the rest!
HELLO. I’M ANGELA.
