DIY Bookkeeping Support Services

DIY bookkeeping support is for you if you want to do your own books, but want the peace of mind that comes with having someone to call when you have questions, or if you just want a double check. Choosing a DIY support monthly service will allow you to do your own bookkeeping at your own pace with answers to your questions and help with specific issues, as you need it.

DIY bookkeeping support services include:

  • Ongoing support with QuickBooks Online and integrations as needed

  • Staying knowledgeable on your books

  • Unlimited timely email support (within a couple of days)

  • Quarterly reviews

  • One-on-one meetings at a frequency determined by your selected tier:

DIY bookkeeping support services do not include:

(These are some of the things you’ll be responsible for as your company’s bookkeeper. We will be here to answer your questions and help you via emails, phone calls, and Google Meetings. We can also help you create checklists to stay on top of your tasks.)

  • Categorizing transactions

  • Recording payroll transactions

  • Recording sales

  • Paying bills

  • Running payroll

  • Reconciling accounts

  • Filing payroll taxes

  • Allocating loan payments for principal and interest

  • Vendor tracking for 1099s throughout the year and filing in January

  • Working with your income tax preparer to make necessary adjustments

  • Receipt tracking

  • Reviewing financial statements for accuracy

  • "Peyton is fantastic and has helped so much with keeping the AP and AR organized! Super knowledgeable about the program we use and is my go to for when I need help! 10/10 highly recommend!"

    Google Review

  • "I’d give 100 stars if that was an option! Whitson Bookkeeping has helped me tackle my business finances like I never could’ve on my own! Peyton is thorough, efficient, and extremely professional."

    Google Review

  • "After trying to do my own business taxes for 8 months, the stress and worry was too much. Whitson Bookkeeping was the right answer! Peyton’s knowledge, recommendations, and gentle leadership immediately decreased my stress, automated my filing, and made the future look bright! She’s the best!"

    Google Review