Diane Claus
I keep the books for contractors, small businesses and rental property owners in Pinellas, Hillsborough and Pasco counties. One person, in QuickBooks since 2000, who will give you a straight answer about your numbers.
In QuickBooks since 2000
Not a course taken last year. Your books live in this software, and I have been working inside it since before most of the features you use existed.
QuickBooks Online Certified ProAdvisor
Intuit’s certification for the people who work in other people’s files. It is what lets me be added to your QuickBooks Online company as an accountant user, see what is actually in there, and fix it without you handing over your own login.
Contractors, small businesses and rentals
The details differ, and the job is the same: every account reconciled, every transaction where it belongs, and reports you can act on.
I am not a CPA
This is worth saying in plain words rather than burying in a FAQ
I am a QuickBooks Online Certified ProAdvisor. I keep your books. Accounts reconciled, transactions categorized, 1099s tracked through the year, and reports that tell you how the business is doing.
A CPA files your return
A CPA also signs anything that needs a professional opinion: a reviewed or compiled financial statement, an audit, a letter a bonding agent or a lender will accept. That is their side of a licensing line, not a preference either of us gets to move.
The two jobs fit together
What I do makes the CPA’s work faster and cheaper, because nobody has to rebuild your year before they can file it. If something needs a CPA’s signature I say so at the time, and I work alongside them rather than around them.
What you get when you call
Me
There is no queue, no account manager and nobody learning your business on your time. That is the trade-off of working with one person: you get the person, and you also get my capacity. I will tell you if I do not have room rather than take the work and run late.
Questions I get asked
Are you a CPA?
No. I am a QuickBooks Online Certified ProAdvisor. I keep your books accurate. Your CPA files the return and signs anything that needs an opinion. If something is on their side of the line, I tell you.
How long have you been doing this?
I have been working in QuickBooks since 2000. The software has changed a great deal in that time and the underlying job has not: get every transaction where it belongs, every month, so the answer is sitting there when you need it.
Where are you based?
Tampa Bay, FL. The work is remote, so where you are does not change what you get or what it costs.
Who will I actually be working with?
Me, every month. The same person who reviews your file, keeps your books and answers the phone.
Get a flat-fee quote
Send your books, or just last month's bank statement. You get one flat monthly fee, and a straight answer about what shape your books are in.