FAQ

I offer monthly bookkeeping, bank, credit card, and loan account reconciliation, QuickBooks cleanup, Colorado sales tax filing, and 1099 preparation. A/P and A/R support are also available depending on your business needs. Services can be tailored based on how much support your business needs, from basic monthly bookkeeping to more hands-on help with day-to-day financial tasks. I work with a range of small to midsize businesses, including general contractors, subcontractors, real estate professionals, law firms, promotional product companies, and other businesses that need reliable, ongoing bookkeeping support. QuickBooks Online support is available remotely, while QuickBooks Desktop support is limited to businesses in the Montrose area.

I work in QuickBooks Online and QuickBooks Desktop Pro. As a Gold-level Intuit ProAdvisor certified in QuickBooks Online Levels 1 and 2, I can support your books in whichever version your business runs.

Yes, Colorado sales tax is one of my specialties. I help businesses set up their sales tax accounts, track state and local filing requirements, file returns, submit payments on time, and keep clear records for each filing. This includes state-administered jurisdictions and home-rule cities when applicable.

Absolutely. I provide comprehensive support for both QuickBooks Online and QuickBooks Desktop. Whether you need help with setup, cleanup, training, or ongoing management, I've got you covered.

You'll receive a profit and loss statement and balance sheet after each month-end close, typically by the 15th of the month if not sooner. If your business needs reports more often, we can set that up during onboarding.

I don't just categorize transactions and call it a day. I look at the full picture to make sure your books actually make sense. With over 15 years of hands-on bookkeeping experience, I'm good at spotting the weird stuff: duplicate charges, missing payments, messy deposits, sales tax issues, and the occasional QuickBooks "what on earth happened here?" moment. My goal is simple: clean books, clear communication, and no confusing accounting talk. You'll know what's going on, what needs attention, and why it matters. Because bookkeeping should be useful, not a mystery novel with bank feeds.

I'm based in Montrose and work with businesses throughout Western Colorado — Montrose, Olathe, Delta, Ridgway, Ouray, and Gunnison, along with Grand Junction, Telluride, Mountain Village, Crested Butte, Durango, and Cortez. Because QuickBooks Online is handled entirely remotely, I can support any Colorado business regardless of distance. QuickBooks Desktop requires local access, so that support is limited to the Montrose area.

I work with small to midsize businesses across Western Colorado, including general contractors, subcontractors, real estate professionals, law firms, and promotional product companies. Construction and trades are a particular strength — job costing, retainage, subcontractor 1099s, and multi-jurisdiction sales tax are areas where books tend to get messy fastest.