Bill L.

✅ Elite QuickBooks ProAdvisor
✅ 9+ Years in US Bookkeeping, QuickBooks Online Cleanup & Tax Filing
✅ Catch-Up, Monthly & Quarterly Bookkeeping
✅ US Tax Accountant | 1040 · Schedule C · 1065 · 1120-S
Behind on your books? Facing a tax deadline with a messy QuickBooks file? I clean it up, close the year, and file the return. US-based bookkeeper, tax preparer, and Elite QuickBooks ProAdvisor. 9+ years in QuickBooks Online cleanup, monthly and quarterly bookkeeping, and small business tax filing.

WHAT I DO

Catch-Up and Clean-Up Bookkeeping
I rebuild neglected books month by month. Bank and credit card reconciliation, undeposited funds cleanup, chart of accounts restructuring, and correcting miscategorized transactions. You get clean financials your CPA can actually file from.

Monthly Bookkeeping and Close
Ongoing transaction categorization, bank reconciliation, accounts payable and accounts receivable, and a monthly financial statement package. Profit and loss, balance sheet, and cash flow delivered by [the 10th] each month.

Quarterly Bookkeeping
A lighter-touch option for businesses with lower transaction volume. I reconcile and close the full quarter, deliver your financial statements, and prepare the numbers you need for quarterly estimated tax payments and sales tax filings. Costs less than a monthly engagement and still keeps you ahead of the year-end scramble.

Business and Individual Tax Preparation
Federal and state filing for Form 1040 with Schedule C, Form 1065 partnerships, and Form 1120-S S corporations. I prepare in Intuit ProConnect. I also review returns other preparers filed, which catches reasonable compensation issues, basis errors, and missed deductions more often than you would expect.

WHY CLIENTS KEEP ME

Nine years of hands-on bookkeeping and tax work, and Elite ProAdvisor status, which Intuit reserves for its top tier of certified advisors.

I am based in the US and work in your time zone. You get answers the same day, not the next morning.

I explain what I find in plain language. If your gross margin dropped or an owner draw is sitting in the wrong account, I tell you and I tell you why it matters.

GOOD FIT IF YOU

Run a US business filing a Schedule C, 1065, or 1120-S
Use QuickBooks Online, or want to move to it Want monthly or quarterly bookkeeping handled by one person alongside your taxes Need books cleaned up before a loan, a sale, or an audit