Moving You onto QuickBooks
If you have been tracking your business numbers on paper, in notebooks, or on a spreadsheet, I will set up a brand-new QuickBooks account from scratch and safely connect your business bank and credit cards to it.
Your video will go here
A space to introduce yourself and your bookkeeping services.QuickBooks set-up✦Clean-ups & catch-ups✦Monthly bookkeeping✦A personal approach
What I take
off your plate.
✧
Bank, Card, & Loan Balancing
I make sure that all income and expense transactions match your bank, loan, and credit card statements. This ensures that every dollar is properly categorized and accounted for.
Fixing Messy or Backed-Up QuickBooks
Whether your QuickBooks account is a few months to years behind or has been always been a confusing mess, I log in virtually and straighten everything out.
QuickBooks Tailoring & Tech Support
I set up and supervise your QuickBooks account, creating systems in the software to handle your routine expenses and monitoring the systems closely to make sure your monthly history stays 100% accurate.
Ready-to-Go Tax Records
Every single month, I organize your business history into a clean, simple digital summary that shows your total income and expenses.
What happens
next.
Tell me a little about your business
Complete the short form and choose the best 30-minute window for me to give you a call.
Let’s have a casual chat
We’ll talk through your business, your bookkeeping, and the support you’re looking for.
Know your next step
If we’re a good fit, I’ll send a custom proposal. You’ll know how I can help and the investment before deciding.
Pricing
Pricing is based on your business size and bookkeeping needs.
Your custom proposal will outline your specific scope and fee.
QuickBooks
Clean-ups & catch-ups
Untangle the past and bring your books up to date.
$1,500–$5,000+one-time project
Most common investment: $2,500 / project
- Review and correct past classifications
- Work through backed-up records
- Move historical paper or spreadsheet data
- Bring your QuickBooks records up to date
QuickBooks
Monthly maintenance
Consistent care for the details behind your business.
$450–$1,200per month
Most common investment: $650 / month
- Bank, credit card, and loan reconciliation
- Transaction organization
- QuickBooks settings and systems oversight
- Clear monthly income and expense summaries
Frequently asked
questions.
Do you work with businesses like mine?+
If you’re managing your own books, unsure whether your QuickBooks records are accurate, or struggling to catch up, I may be able to help.
During our consultation, we’ll discuss your industry, how your business operates, and the support you need. From there, I’ll determine whether my services are a good fit for your business.
Where are you located?+
I’m a virtual bookkeeper based in Sorrento, Florida.
All bookkeeping is handled remotely via QuickBooks Online, and we communicate online, by email, or over the phone.
So we can still work together whether you are in Florida or another state.
What will you need from me each month?+
We’ll establish a simple routine for getting your receipts and documents to me. This may include scanning receipts with the QuickBooks Online app or forwarding receipts you receive by email.
If your bank offers view-only access, I can download your statements myself. Otherwise, you’ll need to send your monthly bank, credit card, and loan statements.
When I need clarification about a transaction, we’ll use a straightforward process tailored to how you think and communicate. We’ll work together to build habits and routines that make sense to you, reduce stress, and let you focus on what you do best.
Do you prepare or file my taxes?+
I organize your bookkeeping records so they’re ready for your tax professional.
Tax preparation and filing are handled separately by your tax preparer. I provide organized financial reports and supporting records to help make that process smoother.
Will I still have access to my QuickBooks account?+
Yes. You own your QuickBooks Online subscription and keep access to your account.
You’ll invite me as your bookkeeper, so I can work on your books while you retain control and can view your business finances whenever you need to.
How do you protect my financial information?+
Important documents are shared through a secure client portal rather than email.
You’ll give me accountant access to QuickBooks Online and, where available, view-only access to your bank accounts and appropriate access to your payroll provider.
This allows me to obtain the records needed for your bookkeeping without sharing your login or password.
What determines my bookkeeping fee?+
Each business has its own level of complexity.
Your fee depends on factors such as the number of transactions tracked each month, the size of your business, whether you have employees or hire contractors, and whether you need to account for sales tax, inventory, or specific compliance requirements.
We’ll discuss your business during our consultation so I can provide a proposal tailored to the work involved.
How long will it take to get my books caught up?+
The timeline depends on how far behind your books are, the complexity of your business, and how quickly the necessary documents are provided.
After reviewing your records and the work involved, I’ll give you an estimated timeline. I’ll also let you know what I need from you to help keep things moving.
Do I need to sign a long-term contract?+
Monthly bookkeeping services are month-to-month, with 30 days’ written notice to cancel.
Before we begin, we’ll sign an agreement outlining the services, fees, and responsibilities so we both know what to expect.
Clean-up and catch-up projects have a separate agreement covering the work involved and payment terms.
I’m Simone Yoder,
the person behind Yoder Bookkeeping.
I love organization, putting systems in place, and checking the last item off a to-do list. I also love a good puzzle—finding what caused a mess and figuring out how to put things back in order. Bookkeeping brings those interests together.
But my interest in this work is personal, too.
I know what it feels like to put things off, scramble at tax time, and face avoidable fees and tax debt. That experience shaped how I want to help other business owners: with understanding, practical support, and systems that make staying organized easier.
There are so many things about money and running a business that we’re expected to know but were never taught. Too often, we learn through stressful—and expensive—trial and error. If that sounds familiar, you’re not alone.
Your numbers affect decisions throughout your business, from what you charge to whether you can afford an investment or pursue financing. Keeping your books organized gives you a clearer starting point for those decisions and for conversations with your tax professional.
My goal is to help you understand what’s happening in your business and build routines that work with how you think—so keeping up with your books feels manageable, and you can focus on what you do best.
Simone Yoder
Contact me.
If you're considering working together, please complete my brief form and schedule a convenient time for me to give you a call.
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