QuickBooks-first workflow
Organize agreed business transactions, reconcile up to two connected accounts, and keep the monthly record understandable.
QuickBooks workflow // next decision clearer
Know what came in, what went out, and what needs attention.
DBM helps small-business owners keep a clean monthly record of everyday transactions and see the next financial question more clearly. I have completed free QuickBooks certificate coursework, so this offer stays focused on practical QuickBooks bookkeeping support—not tax or CPA work. Start at $295/month.
QuickBooks certificate coursework completed · Plain-English reports · Human review · Defined scope
QuickBooks knowledge, clearly scoped.
The training supports a straightforward bookkeeping offer for small service businesses. It does not make DBM a CPA, tax preparer, auditor, or accounting firm, and it does not replace professional tax advice.
Owner-ready monthly close
Receive basic cash-basis reports, notable changes, missing-information questions, and a clear list of what remains open.
Clean professional handoff
Tax returns, payroll, audits, cleanup, and regulated accounting questions stay with the qualified professional who should handle them.
Bookkeeping should help you run the business—not become another late-night job.
When transactions sit uncategorized, accounts do not reconcile, or personal and business spending get mixed together, the monthly numbers become harder to trust. This starter service creates a consistent monthly record so you can ask better questions about cash, expenses, and the next decision.
This is bookkeeping, not a promise of profit, tax savings, funding approval, or guaranteed growth.
What is included in the $295/month starter plan
One business, QuickBooks-first cash-basis books, up to two connected bank or credit-card accounts, and a monthly close.
- Monthly transaction categorization for agreed business accounts.
- Bank and credit-card reconciliation for up to two connected accounts.
- Cash-basis monthly reports using QuickBooks or another agreed bookkeeping platform.
- Plain-English summary of notable changes, missing information, and questions for your tax or accounting professional.
- Monthly close checklist showing what was reviewed and what remains open.
- One scheduled monthly review message for questions about the bookkeeping work.
The starter plan assumes the books are reasonably current and the business has a simple operating structure. Setup or cleanup may need a separate quote.
What is not included
Tax return preparation or filing; tax or legal advice; audits, reviews, compilations, attestation, or assurance; payroll or payroll tax filings; sales-tax or regulatory filings; accounts payable or receivable management; inventory, job costing, or accrual accounting; forecasts, CFO work, investment advice, or lending guarantees.
Unpaid invoice chasing; catch-up or cleanup work; personal books or mixed accounts; software fees; and unlimited transactions are outside the starter scope. A licensed professional should handle regulated tax and accounting work when needed.
A clear monthly process
1. Fit check
Tell us your business type, platform, account count, current status, and what you need to understand.
2. Scope confirmation
DBM confirms inclusions, exclusions, price, start date, access, and whether setup or cleanup comes first.
3. Monthly close
Transactions are categorized, accounts reconciled, reports prepared, and open questions listed for review.
Questions owners ask
Is this tax preparation?
No. The starter plan organizes agreed transactions and prepares basic monthly records. Tax work belongs with a qualified professional.
Is $295 the final price?
It is the starting price for the defined two-account, cash-basis scope. Final pricing depends on volume, complexity, cleanup, and reporting needs.
Can you clean up old books?
Possibly. Cleanup is a separate project after reviewing the periods, accounts, transactions, and unexplained balances.
Do you handle payroll?
Not in the starter plan. DBM will confirm a qualified provider or refer the work before promising payroll help.
Start with a clean monthly record.
If the starter scope fits, request a fit check. We will confirm the accounts, platform, current status, and next step before any monthly work begins.
This requests a scope conversation. It does not create an engagement, authorize access, or provide tax or accounting advice.