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Here's the Thing...
If you’re like most of the small business owners I work with, you would rather be growing your business!
The Problem
You're stuck in your books (or ignoring...no judgement!) and not sure how well your business is even doing.
Expert DFY bookkeeping so you can gain clarity over your business health.
The Solution
The
Result
The empowerment to succeed and scale your business.
Our Services
1
QBO Setups & Migrations
Starting at $300
We love software implementations over here, and equally love to help business owners take the next step towards success.
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No matter what you're currently using, we'll get you started with cloud bookkeeping in QuickBooks Online.
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What's Included:
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Strategy session to determine current systems, needs, and solutions.
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Choose appropriate subscription level and third-party apps for business needs.
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Create custom chart of accounts.
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Connect banking accounts and third-party payment processors.
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Setup products & services, job costing (if needed), and class or tag tracking.
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Create customized forms and reports.
2
Done For You Monthly Bookkeeping
Starting at $200
If you're a business owner drowning in numbers you don't understand and barely keeping up, let us help with done for you bookkeeping.
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We'll step in and provide ongoing monthly support so you can keep your books caught up, accurate, and ready for tax time!
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What's Included:
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Dedicated client portal
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Monthly categorization of all transactions.
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Monthly account reconciliations
- Monthly Management Reports (Profit & Loss, Balance Sheet, and Cash Flow)
- Collaboration with your CPA
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Add-On Services Available:
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Payroll through Gusto
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Accounts Receivable
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Accounts Payable
3
Catchups &
Cleanups
Starting at $600
Maybe you're already in a bookkeeping software, but things have gotten overwhelming or fallen behind and just don't seem right. That's where we can come in.
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After our multi-point checkup, we'll be able to rescue your books and get them working for you again.
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What's Included:
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Strategy session to cover pain points and goals
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Diagnostic review and action plan
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Month by month cleanup of categorized transactions missing pertinent information
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Revision or completion of reconciliations through period ending for cleanup
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Account for personal transactions on biz accounts, and vice versa
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Clean up applied sales and bill payments
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Chart of accounts update
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Updated financial reports
Hi, I'm Dianna!
I'm a mom to two boys and our favorite retriever, a fan of fall weather, and a lover of puzzles.
Bean Retrievers is based out of Maryland where my husband and I are raising our two sons and spoiling our 12 year old lab Callie. We love living by the water for quick beach and fishing trips, and are surrounded by an awesome community of hard working business owners. I found a love for accounting in high school, and have been working in the industry for over 10 years, mostly with trade contractors.
