A clean set of books paves the way to a successfully run business. It makes keeping your records up-to-date a breeze. Clean books flow into clean financial reports so you have a clear understanding of your business’s financial health.
Spend more time building your business and less worrying about your books.
I am experienced in QuickBooks Online set up, clean up, and monthly maintenance. I will make sure all banking accounts are connected, transactions accurately categorized, Profit & Loss and Balance Sheet perfected, customize your chart of accounts to your entity and industry, and more!
I began my bookkeeping experience for a non-profit and found enjoyment working with numbers.
I have 15+ years of bookkeeping experience for non-profits and service based small businesses.
Bookkeeping
Account Reconciliation
Accounts Payable
Accounts Receivable
QuickBooks Online
Financial Reporting
Kelli S.
Orofino, Idaho
$65/hr
4.8
75 jobs
Are you a business owner spending your weekends caught up in receipts, manual data entry, and confusing QBO bank feeds?
As a Certified Public Accountant (CPA) with 16 years of experience, I specialize in setting up, cleaning up, and managing QuickBooks Online (QBO) for small-to-medium businesses. I take the stress of ongoing accounting completely off your plate, providing you with accurate, audit-ready monthly financials so you can focus entirely on growth.
When you hire a CPA to manage your QBO account, you aren't just paying someone to press "Match" in your bank feed. You are ensuring your sub-ledgers reconcile, your chart of accounts is optimized, and your books are structured to maximize tax write-offs safely.
My Monthly QuickBooks Online (QBO) Services
**Automated Data Feed Management: Correctly classifying all income, expenses, and asset/liability transactions.
**Monthly Reconciliations: Balancing your bank accounts, credit cards, and loan balances to the penny in QBO.
**Financial Reporting: Delivering clean, easy-to-read Balance Sheets and Profit & Loss (P&L) statements by the 10th of every month.
**Payroll Integration: Seamlessly syncing systems like Gusto, ADP, or QuickBooks Payroll into your general ledger.
**Tax-Season Readiness: Keeping your books pristine year-round so you can hand them off to your CPA or tax preparer with zero stress.
Behind on your books? (QBO Diagnostic & Cleanups)
If your QBO account is months behind, has a bloated chart of accounts, or shows an inaccurate balance sheet from past mistakes, I can fix it. I provide deep-dive historical cleanups to repair your data and create a clean baseline before transitioning you to smooth monthly maintenance.
The CPA Advantage: Why Clients Stay Long-Term
**16 Years of Elite Expertise: I bring corporate-grade internal controls and risk mitigation to your small business financials.
**Proactive Partnership: I help you interpret your QBO dashboard so you actually understand your cash flow, margins, and business health.
**Bulletproof Reliability: Your monthly packages will always be delivered on time. I pride myself on superior response times and transparent communication.
Click "Invite to Job" or send a message to get your QBO account running flawlessly!
Bookkeeping
Account Reconciliation
Balance Sheet
Bank Reconciliation
Chart of Accounts
Intuit QuickBooks
Budget Management
Microsoft Excel
Payroll Accounting
Tax Planning & Advisory
Financial Analysis
Financial Audit
Financial Reporting
GAAP
QuickBooks Online
Robin B.
Boise, Idaho
$55/hr
4.9
160 jobs
I am a Certified Public Accountant and QuickBooks Online expert. I specialize in helping small business owners free up their time to focus on growing their business.
▶︎ 𝗔𝗠 𝗜 𝗔 𝗚𝗢𝗢𝗗 𝗙𝗜𝗧 𝗙𝗢𝗥 𝗬𝗢𝗨?
• Are you a small or start up business needing 5 - 20 hours per month of bookkeeping?
• Are you using (or ready to switch to) QuickBooks Online?
• Do you need an expert who can teach you what you need to know, in plain English?
• Would you like to be able to ask an expert your questions as needed?
• Are you looking for help with one of these industries:🏠 Real Estate, 🖥️ E-Commerce, 👩 Professional Services, or🔨 Construction?
If you answered yes to the above questions, here’s how I can help you with your small business.
1. 𝗦𝗲𝘁 𝘂𝗽, 𝗰𝗮𝘁𝗰𝗵 𝘂𝗽, 𝗮𝗻𝗱 𝗸𝗲𝗲𝗽 𝘂𝗽 𝘆𝗼𝘂𝗿 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴
- Accurately record your transactions so you can have clean, tax-ready financials
- Keep a clean paper trail and attach supporting documentation in QBO
- Track your Payables (Bills) and Receivables (Invoices) to help you manage cash flow
- Reconcile your bank accounts so you can be sure the numbers are right
- Customize reports so you can understand the numbers and gain actionable insights
2. 𝗛𝗲𝗹𝗽 𝘆𝗼𝘂 𝗰𝗵𝗼𝗼𝘀𝗲 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁𝘀 𝗔𝗽𝗽𝘀 𝘁𝗼 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲 𝘄𝗶𝘁𝗵 𝗤𝗕𝗢 𝗮𝗻𝗱 𝘀𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀
3.𝗪𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂 𝘁𝗼 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝘆𝗼𝘂𝗿 𝗰𝗮𝘀𝗵 𝗮𝗻𝗱 𝗯𝗲 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗰𝗮𝘀𝗵 𝗻𝗲𝗲𝗱𝘀
4. 𝗦𝗲𝘁 𝘂𝗽 𝗮 𝗯𝘂𝗱𝗴𝗲𝘁 𝗮𝗻𝗱 𝗺𝗼𝗻𝗶𝘁𝗼𝗿 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗴𝗮𝗶𝗻𝘀𝘁 𝘁𝗵𝗲 𝗯𝘂𝗱𝗴𝗲𝘁
5. 𝗧𝗲𝗮𝗰𝗵 𝘆𝗼𝘂 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗸𝗻𝗼𝘄 𝗮𝘀 𝗮 𝘀𝗺𝗮𝗹𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿 𝗮𝗯𝗼𝘂𝘁 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗢𝗻𝗹𝗶𝗻𝗲
I've worked with clients from a variety of industries but I'm especially good at:
🏠 Real Estate
Clients Include: Vacation Rentals, Short-term and Long-term Residential Rentals,
Commercial Rentals, Property Managers, Developers, Investors, and Flippers
🔨 Construction
Clients Include: Flooring Subcontractors, Home Remodelers, Residential Construction
🖥️ E-Commerce
Clients include: E-course Sellers, Subscription Services, Retail Sellers, Amazon Sellers
Tech Stacks: Shopify, Paypal, Stripe, Chargify, Universe, Infusionsoft, Authorize.net
👩 Professional Services
Clients Include: Dentists, Appraisers, IT Consultants, Web Developers, Tutoring Services
Tech Stacks: Bill.com, ADP (payroll)
▶︎𝗛𝗢𝗪 𝗗𝗢𝗘𝗦 𝗜𝗧 𝗪𝗢𝗥𝗞:
1. Book a FREE, no obligation discovery call with me
2. If we decide to move forward, you'll add me as an Accountant user to your QuickBooks Online account so I can complete a FREE Diagnostic Review for you.
3. I get your bookkeeping caught up, cleaned up, and kept up so you don’t have to worry!
▶︎ 𝗠𝗬 𝗤𝗨𝗔𝗟𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦
• I have been working with QuickBooks since 2008 and have the Advanced certification in
QuickBooks Online.
• I graduated Magna Cum Laude with a B.S. Economics
• I earned my Master’s in Business Administration in 2011
• I am an actively licensed Certified Public Accountant in Idaho
▶︎ 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬: ⭐⭐⭐⭐⭐ "I've been with Robin several years now and have grown from 1 real estate investment business to 3 separate businesses. Her knowledge across these businesses has been extremely helpful. Her communication and prompt replies to my questions keeps my time on bookkeeping to a minimum and let's me focus on running my businesses."
𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝗜 𝘄𝗮𝗻𝘁 𝘆𝗼𝘂 𝘁𝗼 𝗱𝗼 𝗻𝗲𝘅𝘁:
Send me a message so we can start a conversation about your project and your needs.
Don't worry - there's no obligation and the goal is to see if we are a good fit to work on your project together. At the very least, you'll get my input on your bookkeeping situation.
If we are a good fit, you'll get tax-ready, accurate, and timely financials prepared by an expert that you can rely on.
Send me a message and let's chat!
Bookkeeping
Bank Reconciliation
Intuit QuickBooks
Light Bookkeeping
Budget Management
Accounts Receivable Management
Accounts Payable Management
Financial Analysis
QuickBooks Online
Cost Control
Cost Accounting
Accounting
Accounting Advisory
Financial Accounting
Financial Statements Preparation
Nathon B.
Meridian, Idaho
$75/hr
4.8
88 jobs
I have owned and operated my own accounting and tax business for the past 14 years. I am an Enrolled Agent and Licensed Tax Consultant.
I have experience in the following areas:
* Bookkeeping (Quickbooks Pro, Quickbooks Online, Quickbooks Enterprise, Xero, Zoho Books)
* Business Startup/Company Organization
* Tax Preparation (Individual, C-Corps, S-Corps, LLC, Partnerships, and Sole Proprietorships)
* Tax Planning/Consulting and Entity Selection to Maximize Tax Savings
* Payroll through the use of 3rd party platforms
Bookkeeping
Intuit QuickBooks
Xero
Tax Preparation
Payroll Accounting
Startup Consulting
Mary J.
Weiser, Idaho
$80/hr
4.9
82 jobs
I am M Tax Advisors, a U.S. based and operated financial resource that assists clients by simplifying even the most complex accounting and tax situations. With a people-first approach to business and personal bookkeeping and tax preparation I ensure clients' needs are met, and their expectations are exceeded.
M Tax Advisors strives to ensure that clients’ needs are met, and their expectations are exceeded. There is no doubt that accounting and tax management can be very stressful, especially when dealing with the financial needs of a growing business. Whether starting or growing a business or simply monitoring and improving personal finance, it is important to have a dedicated expert in your corner.
I use my accumulated knowledge and experience to assist with individuals and small businesses looking for innovative solutions. With a thorough understanding of standard office applications, bookkeeping, tax prep, tax strategy, and audit support, clients can breathe easy knowing that their office projects or financial future is in good hands. When it comes to working with an Executive assistant, bookkeeper and tax professional, trust is essential, and M Tax Advisors has built upon a foundation of excellence to stand as a trusted name in finance.
"A Day that I Don't Learn Something New is a Wasted Day." B B King
Bookkeeping
Data Entry
Intuit QuickBooks
Microsoft Excel
Microsoft Office
Microsoft Word
Data Mining
Tax Preparation Software
Accounting
QuickBooks Online
Tax Preparation
Accounting Report Creation
Certified Tax Preparer
Tax Accounting
Jacob B.
Idaho Falls, Idaho
$48/hr
5.0
21 jobs
Are your books behind, messy, or full of numbers you don't trust? Need to get your books cleaned up so you can finally file your taxes?
That's exactly what I specialize in. I clean up messy books and establish a reliable bookkeeping process so they stay accurate.
I run Idaho Falls Bookkeeping and yes, I love POTATOES.
HOW I CAN HELP:
Bookkeeping Clean-up & Catch-up
Bank & Credit Card Reconciliations
Balance Sheet Clean-up
Tax-Ready Books
New QBO Setup
Ongoing Bookkeeping
MY PROCESS:
Diagnose - I review your books to identify what's wrong, what's missing, and how much cleanup is needed.
Clean Up - I work through the issues, reconcile your accounts, and bring your books up to date.
Keep It Clean - Once you're caught up, I establish a reliable monthly close so your books stay accurate and don't become a mess again.
$$ PRICING: $$
-Ongoing bookkeeping starts at $300/mo for businesses with straightforward needs. Final pricing depends on transaction volume, number of accounts, payroll activity, reporting requirements, and overall complexity.
-Cleanup and catch-up projects are scoped and priced separately. Reduced cleanup pricing may be available when cleanup is paired with ongoing monthly bookkeeping.
I work with businesses across various industries. The most complex company I handle has 90+ properties across 13 LLCs. If your books are more complex, I'd love the challenge.
If your books are behind, messy, or you need a dependable long-term bookkeeping partner, send me a message.
Jacob Belnap, CPA & Bookkeeper
Bookkeeping
Intuit QuickBooks
Microsoft Excel
Accounting
Tax Preparation
Wave Accounting
Data Analysis
CPA
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