There’s a particular kind of dread that comes with messy books. You know the feeling. Tax season is approaching. Your accountant is asking questions you can’t answer. And somewhere in QuickBooks, three months of transactions sit untouched. You’ve been meaning to get to it. You just haven’t.
That’s not a discipline problem. It’s a capacity problem — and it’s exactly what I fix.
I’m Niki, a certified QuickBooks ProAdvisor and bookkeeping virtual assistant with over 20 years of experience. I help small businesses and nonprofits get their finances organized, current, and finally making sense. So you can run your business with a clear picture of where your money actually goes.
What QuickBooks ProAdvisor Certification Actually Means
QuickBooks ProAdvisor is a tested, annually renewed certification from Intuit — the company behind QuickBooks. Earning it requires formal training and it matters more than most people realize, because QuickBooks holds more than 62% of the small business accounting software market — meaning the tool running your finances is probably QuickBooks. How well your bookkeeper knows it has real consequences.
Here’s what those consequences look like in practice: only about 26% of business owners describe themselves as “very knowledgeable” about accounting, which means most are making costly mistakes without knowing it. And business owners who manage their own books typically spend 5–10 hours a month on tasks a ProAdvisor handles in 2–3 hours. That’s up to 84 hours a year that could go toward actually running your business.
In practice, that means I set up QuickBooks correctly from day one. I catch categorization errors before they turn into tax problems. And I pull the reports your CPA actually needs — formatted correctly, reconciled completely, and delivered on time. You’re not getting someone who’s comfortable in QuickBooks. You’re getting someone who knows it cold.
Bookkeeping Services for Small Businesses & Nonprofits
Here’s what I handle on your behalf:
Monthly Bookkeeping & Reconciliation
Each month, I download and categorize your transactions. I also reconcile your bank and credit card statements and keep your books current. Because nothing builds up, you’ll never face a frantic catch-up session before tax time.
- Monthly transaction download and categorization
- Bank and credit card statement reconciliation
- Accounts payable and accounts receivable tracking
- Business expense and cash receipt input
Financial Reporting
At the end of each month, I send you clear, accurate financial reports. These tell you exactly how your business is performing — no spreadsheet archaeology required.
- Monthly income statements (profit & loss)
- Balance sheet preparation
- Cash flow statements
- Custom reports as needed for grants, board reporting, or lending
QuickBooks Setup & Cleanup
Starting fresh? I set up QuickBooks Online from scratch — the right way. Inheriting someone else’s mess? I dig in and get your books cleaned up and properly organized, however far back we need to go.
- QuickBooks Online account setup and chart of accounts configuration
- Historical transaction cleanup and reclassification
- Duplicate and error correction
- Integration setup with your bank, payment processors, and other tools
CPA Liaison
Throughout the year, I serve as the point of contact between you and your CPA. I answer their questions, provide the reports they need, and make sure nothing falls through the cracks at tax time. So you stay out of the middle — completely.
- Year-round communication with your CPA or tax preparer
- Document preparation and delivery for tax season
- Support during audits or financial reviews
A Note on What I Don’t Cover
I focus entirely on bookkeeping and financial organization. That means I don’t prepare tax returns, provide legal business advice, or handle manual payroll processing. For those needs, your CPA or a dedicated payroll service is the right fit. What I do guarantee is this: when you go to them, your books will be clean, complete, and ready.
What Consistent Bookkeeping Support Actually Changes
My bookkeeping clients typically come to me in one of two situations. First, their books haven’t been touched in months and they need someone to dig them out. Alternatively, they’ve been doing the books themselves and realized it’s eating more time than it’s worth.
In both cases, here’s what shifts within the first 60 to 90 days. The books are reconciled and current. Monthly reports arrive on schedule. And the business owner can finally look at a P&L without dreading what they’ll find. For many clients, this is the first time they’ve seen a real, accurate picture of their financial health — not a vague sense, but actual numbers they can act on.
What I hear most is simple: they didn’t realize how much the bookkeeping stress affected everything else — until it was gone.
When I first met Niki, I was behind on my books and couldn’t figure out why some accounts were out of balance. After just 1 month, I wondered why I waited so long! Clean financials is life-changing. Cashflow improved and I could make informed decisions about our priorities.
– Tara S., Owner, Data Leaf, LLC.
Ready to Get Your Books in Order?
If your QuickBooks hasn’t been touched in months, let’s fix that. Or if you’ve been handling the books yourself and you’re ready to hand them off — I’m here. Let’s get your finances under control.