QuickBooks consulting for small, fast-moving SF-based companies—setup, cleanup, and monthly bookkeeping with clear fixed pricing.
Free screenshare consult → we’ll assess your books and quote the project.


We work with small startups that move quickly and don’t have time for accounting chaos. Whether you need QuickBooks set up correctly, a fixed-price cleanup sprint, or ongoing monthly bookkeeping for a flat fee, we make the work predictable and the numbers trustworthy—so you can focus on building.Chart of accounts, bank/credit feeds, rules, classes/locations (if needed), integrations, and a clean monthly close process. Setup right the first time.
From “a few months behind” to “this is a disaster”—we scope it, quote it, and fix it. No hourly creep.


Reconciliations, clean categorization, monthly close, financial statements, and lightweight check-ins so decisions aren’t made off bad numbers.
Entrepreneurs helped
Tech Start Ups launched
Client Satisfaction on Cleanups
1. Free screenshare consult (15–30 min)
We look at your QuickBooks (or current system), hear what you need, and identify the biggest issues.2. Fixed scope + fixed price
You get a written scope, deliverables, and a flat quote (cleanup sprint) or flat monthly fee (ongoing).3. Fast execution + clean handoff
We fix what’s broken, document what we changed, and set you up with a simple close routine.


I’m a San Francisco–based QuickBooks consultant with 20+ years of experience in both QuickBooks Desktop and QuickBooks Online. Over the years, I’ve helped hundreds of entrepreneurs and startup teams build clean books they can trust—starting from day-one setup, to targeted cleanup sprints, to ongoing monthly bookkeeping.My approach is practical and transparent: we start with a free screenshare consultation to understand what you have, what you need, and what “clean” looks like. From there, I’ll recommend a clear scope and pricing—fixed-price for cleanup projects and a flat monthly fee for ongoing support—so you can move forward with confidence.
We work with small startups that move quickly and don’t have time for accounting chaos. Whether you need QuickBooks set up correctly, a fixed-price cleanup sprint, or ongoing monthly bookkeeping for a flat fee, we make the work predictable and the numbers trustworthy—so you can focus on building.
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