As a Certified QuickBooks ProAdvisor, I provide professional oversight and specialized support to help small business owners take the stress out of their finances. Because I run my own product-based businesses, K&L Kraftz.  I have a unique "front-line" understanding of how to manage books for e-commerce, inventory, and retail.

Here are the specific services I offer to help streamline your business:

1. QuickBooks Setup & Customization

Starting on the right foot is critical. I help new businesses select the right QuickBooks Online subscription and perform the initial heavy lifting:

• Chart of Accounts: Tailoring your categories so your income and expenses make sense for your specific industry.

• Bank Feeds: Connecting your business bank accounts and credit cards for automated tracking.

• App Integration: Linking your sales platforms (like Shopify, Etsy, or Square) directly to QuickBooks to ensure every sale is captured.

2. Clean-up & Catch-up

If your books have fallen behind or feel unorganized, I specialize in getting them back on track:

• Historical Categorization: Going back through previous months to categorize transactions correctly.

• Reconciliation: Matching your QuickBooks records against your bank statements to ensure 100% accuracy.

• Error Correction: Fixing duplicate entries or misclassified expenses that could cause issues during tax season.

3. Monthly Bookkeeping Management

For the business owner who wants to stay focused on their craft, I provide ongoing maintenance:

• Monthly Reconciliations: Ensuring your balance sheet and profit & loss statements are accurate every single month.

• Accounts Payable/Receivable: Helping you track who you owe and, more importantly, who owes you.

• Financial Reporting: Providing you with clear, easy-to-read monthly reports so you actually know if you are making a profit.

4. Specialized E-commerce & Retail Support

This is where my personal experience as a boutique and custom-gift owner shines. I help with:

• Inventory Tracking: Managing the cost of goods sold (COGS) for materials like tumblers, apparel, and candy.

• Sales Tax Tracking: Ensuring your sales tax collected from different states or local Phoenix transactions is recorded properly for filing.

5. Troubleshooting & Consultation

As a ProAdvisor, I act as your go-to resource when QuickBooks feels "stuck":

• Workflow Optimization: Showing you how to use the mobile app to snap receipts and go paperless.

• Training: One-on-one sessions to teach you or your staff how to navigate the dashboard with confidence.

In our 15-minute introductory session, we can discuss:

• QuickBooks Setup: Ensuring your account is configured correctly from day one.

• Workflow Optimization: Tips to save you hours on data entry and categorization.

• Troubleshooting: Identifying those "tricky" transactions that don't seem to balance.

• Custom Solutions: How my professional services can support your specific business goals.

• Schedule Now