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You will get QuickBooks Online Training — 60‑Minute 1:1 Session (Beginner Friendly)
Project details
This 60‑minute 1:1 QuickBooks Online training session is for business owners, admins, and new bookkeepers who want calm, clear guidance without overwhelm. My training style is structured and compliance‑aligned.
Possible topics we can cover in 60 minutes:
• How to I get around in my QBO
Chart of accounts basics
• Fixing common mistakes
• Bank feeds, rules, reconciliations
• Understanding QBO settings (not full setup)
• Creating and modifying reports
• Exporting from QBO
• “Teach me my own books” walkthroughs
What this session does NOT include:
• QBO setup or full file review
• Cleanup, catch‑up, or corrections
• Ongoing bookkeeping work
• Payroll setup or tax prep
• App integrations or third‑party troubleshooting
• Legal, tax, or compliance filings
• Fixing bank connection issues
• Building workflows, SOPs, or custom systems
• Any work done on your file outside the live session
This session is focused on your goals and questions. Screen share or temporary access is welcome.
Possible topics we can cover in 60 minutes:
• How to I get around in my QBO
Chart of accounts basics
• Fixing common mistakes
• Bank feeds, rules, reconciliations
• Understanding QBO settings (not full setup)
• Creating and modifying reports
• Exporting from QBO
• “Teach me my own books” walkthroughs
What this session does NOT include:
• QBO setup or full file review
• Cleanup, catch‑up, or corrections
• Ongoing bookkeeping work
• Payroll setup or tax prep
• App integrations or third‑party troubleshooting
• Legal, tax, or compliance filings
• Fixing bank connection issues
• Building workflows, SOPs, or custom systems
• Any work done on your file outside the live session
This session is focused on your goals and questions. Screen share or temporary access is welcome.
Project Type
Training & DevelopmentWhat's included $95
These options are included with the project scope.
$95
- Delivery Time 1 day
- Number of Revisions 0
Frequently asked questions
3 reviews
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AG
Andrew G.
Apr 6, 2025
Immediate Bookkeeping Help Needed - QuickBooks Expert
Extremely knowledgeable and helpful!
JH
Jason H.
Mar 23, 2025
QuickBooks cleanup Needed for Small Business
Dianna was very professional and seemed to have a good background to help with my Quickbooks project. Her accounting business is legit, based out of Wyoming. Where I had a problem was that I felt the hours charged seemed excessive. I was allegedly charged for an 11 hour day. I ended up finishing the project in an hour and a half. Communication was great, until the work started, and the time was entered manually, after the fact. I asked her to show me what she did for 11 hours with a screen share and she became indignant that I would question it. I also thought I deserved to be able to see what the actual changes were to my books, so that I could explain them, if need be? My bank accounts to books were reconciled, so duplicates should have been easy to spot, and cleanup, in my opinion? So nothing really bad happened, but I spent $500 on a project that may have been way less hours, or may have been spot on? Plus the project never got finished. A fixed price contract would have been a much better way to tackle this project. Her credentials are awesome, so hopefully this feedback I'm leaving is just a growing pain to getting started on Upworks. D is a nice person and I wish her the best.
AB
Alina B.
Jul 26, 2023
Image survey AMINOBLU-L
Amazing work
About Dianna
Structural Bookkeeping, Cleanups & Advisory for US Small Businesses
50%
Job Success
Poulsbo, United States - 6:09 am local time
Hi, I’m Dianna Orrels. I’m not your typical bookkeeper — I’m a Compliance Forward Senior Bookkeeper and Cleanup/Reconstruction Specialist. I own Floating Magnolia Bookkeeping Services LLC, a mature and non dramatic, woman owned, single member practice focused on clean books, accurate reporting, and practical systems that actually work in day to day operations.
I build structured, functional bookkeeping environments that owners can understand, maintain, and rely on month after month — the kind of structure that helps you make real decisions and keep your business on top.
What I Do Best
I specialize in multi year cleanups, historical reconstruction, internal controls, books review, and full system rebuilds — especially for businesses dealing with complex platforms, multi platform environments, or years of disorganized records. My goal is simple: get your books up to date, accurate, transparent, and ready for a smooth handoff to your CPA.
Why Clients Hire Me
Most of my clients come to me after dealing with messy books, inconsistent bookkeeping, or years of disorganized records. They want someone calm, structured, and focused on compliance — not drama. I’m known for being direct, reliable, and able to rebuild a bookkeeping system from the ground up so owners can finally understand their numbers.
My Certifications & Credentials
• Advanced Certified QuickBooks ProAdvisor®
• QuickBooks Payroll Certified ProAdvisor®
• Digits Certified – Level III (Partner Program)
• Certified Bookkeeping Professional (CBP)
• Client Advisory Services (CAS) Foundations Certification
• Intuit Bookkeeping Certification
• IRS verified EFIN & PTIN (Authorized e file Provider · Registered Tax Preparer)
Infrastructure & Security Note: I am currently studying forensic accounting and internal auditing. My home office runs on a direct, hard wired internet connection (never Wi Fi) and maintains business insurance, cyber insurance, and a full WISP.
Who I Work Best With
Startups and small U.S. businesses that value structure, accuracy, and compliant workflows — especially owners who want clean books, clear monthly financials, and a smooth year end handoff to their CPA.
What You Can Expect Working With Me
Most clients come to me when their books are messy, inconsistent, or several years behind.
I fix situations like:
• Books untouched for months (or years)
• Chart of Accounts that no longer makes sense
• Multi platform chaos (QBO + POS + payroll + bank feeds)
• Prior bookkeepers who didn’t follow GAAP
• Missing documentation or unreconciled accounts
• Owners needing clean books before tax season or CPA review
When we work together, you can expect:
• Straightforward communication
• Clear timelines and expectations
• Calm, structured, non dramatic support
• A bookkeeping environment that finally makes sense
• Monthly reviews that support real decision making
• Compliance focused workflows and long term stability
I’m not a fit for businesses looking for rushed work, shortcuts, or non compliant bookkeeping. I focus on accuracy, structure, and long term reliability — not quick fixes that create more problems later.
SERVICES OFFERED
Monthly & Ongoing Support
• Monthly reconciliations and documentation management
• Regular meetings to review financials and open issues
• Internal controls, compliant workflows, and SOP implementation
• Software training
One Time Services
• Multi year cleanups and catchups
• Statement based historical reconstruction
• Book reviews, process evaluations, and diagnostic assessments
• Accounting software setup and Chart of Accounts rebuilds
Tax & Entity Support
• Schedule C preparation and filing via Intuit ProConnect Tax
• Tax scenario running and entity level structure guidance
Platforms
QuickBooks Online and Digits are my primary specialties, but I also work with Patriot, Patriot Payroll, FreshBooks, Xero, Zoho Books, Wave, and Gusto.
My Approach
I deliberately work with a limited number of clients so I can provide personalized, accurate, timely, high quality support. Whether you need a full cleanup, historical reconstruction, internal controls review, or ongoing monthly support, my focus stays the same: clean books, compliant workflows, and financial structure that supports real world operations.
Additional Note
While hourly support is available, flat rate project work is also considered and often preferred — especially for cleanups, reconstruction, and other one time services. Flat rate projects allow me to focus on delivering complete, structured results without breaking momentum for hourly tracking.
If you need compliant, reliable books or long term structure, I’m usually available to begin immediately or within a few days.
Steps for completing your project
After purchasing the project, send requirements so Dianna can start the project.
Delivery time starts when Dianna receives requirements from you.
Dianna works on your project following the steps below.
Revisions may occur after the delivery date.
Review Goals & Questions
I’ll review your goals and any specific questions you submit so the session stays focused on what you need most.
Schedule Session
We’ll confirm a day/time and I’ll send a Zoom or Google Meet link for the 60‑minute session.