Remote bookkeeping locally and across the USA.
"Working with small businesses to grow their success!"
Reconcile monthly to catch errors early.
Bookkeeping Services
Core Bookkeeping Services
- Monthly Reconciliations – Ensuring accuracy and clarity in your financial records.
- Bank Feed Categorization – Keeping your business accounts organized and up-to-date.
- Receipt Capture & Monitoring – Tracking and organizing receipts for comprehensive records.
- Custom Financial Reporting – Tailored monthly reports to fit your business needs.
- Chart of Accounts Review & Optimization – Ensuring proper categorization and alignment with financial goals and industry standards.
- Cash Flow Analysis – Offering insights and recommendations for managing cash flow effectively.
- Bookkeeping Catch-Ups & Cleanups – Bringing financial records current and correcting errors for clarity and compliance.
Accounts & Payroll Services
- Accounts Receivable (AR) Management – Timely invoicing and customer payment tracking.
- Accounts Payable (AP) Management – Accurate bill entry and vendor payment tracking.
- Payroll Management & Setup – Handling payroll processing and ensuring compliance.
- Employee Manuals & New Hire Forms – Providing documentation to support HR processes.
Advisory & Planning Support
- Budget Creation & Strategic Planning – Developing action plans to keep finances on track.
- KPI (Key Performance Indicator) Reporting – Tracking business-critical metrics.
- Cost Reduction Strategies – Reviewing expenses to identify savings opportunities.
- Business Financial Health Check – In-depth reviews and actionable strategies.
Systems & Workflow Optimization
- SOP (Standard Operating Procedure) Creation – Custom workflows for consistency and ease.
- Workflow Optimization – Streamlining systems for better efficiency.
- Custom Reporting Setup – Designing reports tailored to your business goals.
- System Recommendations & Integrations – Suggesting accounting tools and integrations that fit your needs.
- Software Migration – Assisting with transitions between accounting systems, including data transfers.
- Bank Statement Conversion – Preparing and formatting bank data for upload.
Travel & Mileage Tracking
Mileage Tracking Setup & Training – Organizing business travel records for accurate deductions.
Specialized Support
- Audit Preparation Support – Organizing documentation and guidance for financial audits.
- Emergency Financial Troubleshooting – On-demand support for urgent financial issues.
- Bookkeeping Advisory – Expert insights to improve financial practices.
- Compliance Consulting – Guidance on industry-specific regulations and standards.
Communication & Collaboration
- Video Meetings to Review Financials – Personalized discussions to stay informed.
- Client Portals – Secure document sharing and communication options.
Don’t See What You Need?
Every business is different, and bookkeeping isn’t always one-size-fits-all. If you’re looking for help with a specific process or task, submit an Application and let’s chat! I’d be happy to explore how I can support your goals—or point you in the right direction.
"Dianna is hard working, reliable, and provides excellent services. I highly recommend her!"
- Jenni V.
Strategic Advisory Services (Available September 2025)
Using ProConnect Tax Advisor, I offer strategic financial insight to help small business owners plan ahead and make informed decisions. Services include:
- Tax estimate reviews
- “What-if” scenario modeling
- Mid-year or quarterly planning sessions
These sessions are educational and designed to support better financial awareness and decision-making.
Please note: This service does not include tax preparation, tax filing, or legal advice. For tax-related matters, clients should consult with a qualified CPA or tax professional.
Digital receipts = stress-free tax time.
Ready to take control of your bookkeeping?
Like a magnolia cultivated with care and strength, your bookkeeping deserves the same dedicated attention to build a solid financial foundation.
Visit my Pricing page to see how I make professional bookkeeping accessible for businesses like yours.
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