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Pricing is based on business size and transaction volume. We’ll confirm your rate during a quick 15-minute call.
📜 Credentials
Intuit Certified Bookkeeping Professional
QuickBooks Online & Payroll Certified
Intuit Tax Preparation Trained
Everything is built on strong systems, accurate reporting, and real understanding of your business.
ABOUT ME
👋 Meet Joan
Most bookkeepers just send you a report and disappear. That’s not how I work. I’m based in North Texas and I work right alongside you.
We review your numbers together so you actually understand where your money is going.
I’m not just your bookkeeper; I’m the partner who helps you stop the "leaks" and keep your cash flow healthy.
Why Partner With Me?
This work goes beyond keeping your books updated.
It’s about:
Staying connected to your numbers
Understanding where your money is going
Making decisions with clarity instead of guesswork
You won’t receive reports and be left to figure them out on your own.
There is consistent review, conversation, and alignment so your business can move forward with intention.
SERVICES
🌱 The Pulse
For businesses that feel behind, overwhelmed, or just need a fresh start.
What this looks like
We dive into the history to perform a full cleanup and catch-up of your books. We move you into a clean, organized QuickBooks Online structure that actually makes sense.
The Benefit
We get you back to zero. No more stress about being behind, just a clean, tax-ready slate to build on.
📊 The Navigator
For businesses that are running but need a partner to watch the back door.
What this looks like
This is your ongoing monthly management. I handle the bookkeeping, expense reviews, and cash flow tracking. Most importantly, I take payroll and 1099 organization off your plate completely.
The Benefit
This is your early warning system. We align your incoming revenue with your outgoing bills so you never have to wonder where the money went. I handle the compliance; you handle the business.
🚀 The Visionary
For businesses ready to expand, hire, or create more personal freedom.
What this looks like
This is my highest level of partnership. On top of the monthly books, we have deep-dive strategy conversations. We use custom forecasting to look at your goals and plan for big moves like owner pay raises or new equipment.
The Benefit
This is where we dream with data. Want to buy a new truck or a new property? We look at the math together to find your "green light" so you can invest with total confidence.
Catch-Up Bookkeeping
For businesses that have fallen behind and need to get current
What this looks like
If the months have slipped away and your records are a mountain of "to-dos," I step in to clear the backlog. I meticulously categorize every transaction, reconcile every account, and bring your books from a state of chaos to being 100% current and accurate.
The Benefit
You get total peace of mind and a clean slate. No more panic or wondering where your money went. You’ll have a clear, accurate financial history that finally gives you the green light to make big business decisions with confidence.
Cloud Set-Up
For businesses that want to work smarter, not harder.
What this looks like
Whether you’re brand new to QuickBooks or your current setup is a mess, I build a streamlined, automated system that works for your specific workflow.
The Benefit
You get a modern, simple system that supports your business for the long haul, accessible from anywhere, anytime.
PRICING
The Pulse
Starting at $325/month
✅ Total Bookkeeping Accuracy
✅ Tax-Ready Financials
✅ Simplified Monthly Insights
✅ Professional System Guard
No contracts • Cancel anytime
The Navigator
Starting at $475/month
✅ Cash Flow Defense
✅ Hands-Off Payroll & 1099s
✅ Proactive Financial Monitoring
✅Monthly Strategy Deep-Dive
No contracts • Cancel anytime
The Visionary
Starting at $850 /month
✅ Future-Focused Forecasting
✅ Strategic Vision Alignment
✅ Advanced Cash Flow Architecture
✅Unlimited Advisory Access
No contracts • Cancel anytime
Catch-Up Bookkeeping
Starting at $150 per month of backlog
✅ Historical Data Restoration
✅ Precision Reconciliation Audit
✅ Tax-Ready Financial Integrity
✅ Clean Slate Deployment Fixed project pricing
• Rapid turnaround
Cloud set up
Starting at $500
✅ Seamless Cloud Infrastructure Setup
✅ Automated Workflow Optimization
✅ Custom Chart of Accounts Design
✅ 60-Minute Expert-Led Mastery Session One-time implementation
• Ready to scale
Base pricing is tailored to your transaction volume and team size; specialized projects like multi-property tracking, back-tax cleanup, or expanded payroll are happily quoted as custom add-ons.
No contracts. Cancel anytime.
WHY CHOOSE US
Your Financial Companion. You won’t get a cold PDF in your inbox and be left to figure it out. We sit down and talk about what the numbers mean for your actual life and your specific goals.
✅ North American Reach: We leverage 100% cloud-based technology to serve businesses from Texas to Toronto.
✅ Certified Expertise: Intuit Bookkeeping Certified with a focus on modern small business workflows.
✅ Advisory First: We don’t just deliver reports; we translate them into actionable business advice.
✅ Transparent Pricing: No hidden fees, no long-term contracts. Just value.
Specializing in the Real Estate Ecosystem
While I love helping all small businesses, I have a special focus on the Real Estate world. From landlords and property managers to electricians and contractors, I understand the unique dance of 1099s, job costing, and security deposits. If you're in real estate, I speak your language.
Looking for a Bookkeeper Near You?
If you’re searching for:
✅ Bookkeeping services Denison TX
✅ Small business bookkeeping North Texas
✅ Catch-up bookkeeping services
You’re in the right place!
Bookkeeping for Small Businesses
Can I afford to pay myself this month?
Looking at your bank balance only tells part of the story. With consistent review of your numbers, you can see what is actually available and make decisions with confidence.
Is it time to grow my business?
Growth decisions should feel intentional, not rushed. When your numbers are clear, you can move forward with confidence whether that means hiring, investing, or expanding.
Your business finances should not feel like something you face alone
There is a different level of clarity that comes from sitting with your numbers consistently and understanding what they are saying.
If you’re ready for structure, clarity, and a more grounded way of running your business, let’s connect.
Let’s talk through your business, your numbers, and where you’re going.
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