Absolutely! I begin with a review of your QuickBooks Online and available financial records to determine how far behind your books are, how many accounts are involved, the volume of transactions, and the condition of your records. Once I understand the scope of the work, I’ll provide a customized cleanup proposal outlining the services and pricing before work begins.

Yes. I can help contractors organize project-related expenses, including materials, subcontractor costs, labor, and other job-related expenses, based on the records provided. As an Independent QuickBooks Consulting Professional(s), I can help track costs by job and provide available job-costing reports to help you better understand project expenses. Accurate reporting depends on receiving receipts, vendor invoices, payroll information, and clear job or project assignments. Revenue and costs must be properly recorded for meaningful profitability reporting.

No. I do not prepare or file tax returns.

However, my bookkeeping services ensure your books are accurate, organized, and tax-ready so your CPA or tax preparer has everything they need at tax time. This helps reduce stress, errors, and surprises during tax season.

I’m also happy to work directly with your tax professional.

Yes. I regularly collaborate with CPAs and tax preparers to ensure a smooth handoff at tax time and accurate financial reporting throughout the year.

Yes! Happy Honest Bookkeeping provides virtual bookkeeping and accounting support services to businesses throughout Orange County, California, and nationwide. Our virtual services allow us to work together regardless of your location.

Pricing depends on your business's bookkeeping needs, including transaction volume, the number of accounts, reporting requirements, and the complexity of your records. Monthly bookkeeping and catch-up or cleanup projects are priced according to their scope. I begin with a consultation and review of your needs before providing a customized proposal, so you know what is included before committing.

Yes. I can help with Independent QuickBooks Setup Services setup and optimization, including organizing your chart of accounts, connecting bank and credit card accounts, configuring relevant bookkeeping settings, and reviewing transaction categorization workflows. The scope of assistance depends on your business needs and the current condition of your books. Historical cleanup and ongoing monthly bookkeeping may be quoted separately.

Simply fill out the contact form, and I’ll reach out to schedule a free discovery call.