05/29/2026
Guillermo came to me near the end of his first year in his contracting business. He was great at his craft and had money coming into his bank account every month, but he didn’t know how profitable the business really was and wasn’t sure how to properly set up his QuickBooks Online file to get that information.
I was able to set him up a custom chart of accounts, separate his personal expenses from the business costs, and track the profitability of each one of his individual projects. At the end of this setup and clean-up process, he was ready to file taxes on time and begin the new year with a fresh start, knowing his numbers.
He was such a joy to work with throughout the entire process, and it was exciting to be a part of celebrating an entrepreneur completing his first year in business! I have been blessed with some of the best clients and am so grateful for the glowing review! Bookkeeping is a business built on trust, and every time a business owner trusts me with their books, I never take it lightly or for granted.
Having your QuickBooks Online file set up correctly from the beginning can save you a lot of time and money cleaning up mistakes in the future. If your business is new and you need some help setting it up for a fresh start, I’d love the opportunity to talk with you and see if we are a good fit to work together! I love hearing other business owners’ stories and getting to play a part in their journey.