QuickBooks Cleanup
Fix messy books and get everything accurate and up to date.
- Clean up old mistakes
- Get your records current again
- Start fresh with books you can trust
QuickBooks Help Without The Stress
Bookkeeping help that keeps your business on track.
If your books are messy, behind, or just taking too much of your time, Kathie can help you get everything cleaned up, organized, and easier to understand.
QuickBooks Online only. Built for service-based businesses. Based in San Diego, California and working remotely with clients across the U.S.
Bookkeeping Services
Help where you need it most.
Whether you are starting fresh, cleaning up a mess, or trying to stay on top of the monthly bookkeeping, the work is built to make QuickBooks feel simpler and more useful.
QuickBooks Setup
Get your company set up for success in QuickBooks Online.
- Build a chart of accounts that fits your business
- Start with cleaner records
- Make day-to-day bookkeeping easier
Monthly Bookkeeping
Get ongoing help with bills, reconciliations, invoicing, and keeping your books current.
- Pay bills and stay on top of monthly tasks
- Reconcile bank and credit card accounts
- See how your business is doing with clearer reports
Why Work With Kathie
Personal support that keeps your books useful and easy to follow.
Kathie Poulson Bookkeeping is built around clear communication, careful work, and books that make sense. Kathie works directly with clients across the U.S. and helps keep the numbers organized in a way that fits the business.
Organized books
Your chart of accounts and records are set up to make your finances easier to understand and easier to manage.
Helpful reports
You get reports you can actually use to see how the business is doing and make smarter decisions.
On-time invoicing
Kathie can help make sure clients are invoiced correctly and on time, so money is not slipping through the cracks.
Monthly follow-through
From bills to reconciliations, the regular bookkeeping work keeps moving so you do not end up back in catch-up mode.
Simple Process
A simple way to get your books back under control.
Book a free chat
Start with a quick conversation about what is going on, what feels messy, and what kind of help would make the biggest difference.
Figure out what you need
Kathie helps you sort out whether you need setup, cleanup, monthly bookkeeping, or a mix of support.
Move forward with cleaner books
From there, the work moves into a simpler routine with books that are organized, current, and easier to understand.
FAQ
Questions people usually have before getting started.
These answers give a quick look at how Poulson Bookkeeping works with service-based businesses using QuickBooks Online from San Diego, California.
What does a QuickBooks Online bookkeeper do?
A QuickBooks Online bookkeeper keeps your books organized, categorizes transactions, reconciles accounts, and helps make sure everything stays current so you can actually use your numbers.
Do you offer QuickBooks cleanup services?
Yes. If your books are messy, behind, or just not making sense, Kathie can clean them up and get everything accurate and up to date.
Can you help set up QuickBooks Online for my business?
Yes. QuickBooks setup is about getting your company set up the right way from the start, with an organized chart of accounts and a system that fits your business.
Do you work with small service-based businesses?
Yes. Kathie works with small service-based businesses and keeps the process simple, practical, and built around how those businesses actually run.
What is included in monthly bookkeeping?
Monthly bookkeeping can include paying bills, reconciling bank and credit card accounts, keeping transactions organized, handling invoicing and accounts receivable, and making sure your books stay current.
Do you help with invoicing and accounts receivable?
Yes. Kathie can help make sure your clients are invoiced correctly and on time, and help you stay on top of accounts receivable.
Will I get reports that actually help me?
Yes. The goal is not just tidy books. It is giving you clear reports and organized records so you can understand how your business is doing and make smarter decisions.
Do you work remotely with clients outside San Diego, CA?
Yes. Kathie is based in San Diego, California and works remotely with clients across the U.S. who use QuickBooks Online.
How do I know if I need bookkeeping cleanup?
Cleanup is usually a good fit if your books are behind, your reconciliations are incomplete, your reports look off, or you have been avoiding QuickBooks because it feels too messy.
Let's Talk
Ready to make your bookkeeping feel a lot less overwhelming?
If your books feel behind, messy, or harder than they should, book a free chat and talk through what kind of help would make things easier wherever you are in the U.S.