Start with your tools.
We consider what you already use before recommending a change.
Your business overviewQB
FINANCIAL OVERVIEW
Sample month ▾A clearer picture.
Income$24,850.00
Expenses$16,420.00
Net income$8,430.00
IncomeExpenses
Week 1Week 2Week 3Week 4
Recent activityStatus
↙Customer invoiceMatched
↗Operating expenseMatched
↔Bank transferFor review
One connected workflowRecords → reconciliation → reporting
Illustrative workspace with sample data. Not a client account or software product.
Reliable books.Know your numbers.
Thoughtful setup.Make your tools work.
Connected workflows.Do less work twice.
THREE SERVICES. ONE CLEARER PICTURE.
A better foundation
for your business.
Start with a single challenge or bring the whole workflow together. We scope the work around what your business actually needs.
01 / BOOKKEEPINGKnow where your
Know where your
business stands.
Keep the day-to-day records organized and the month-end process moving. We help with catch-up work, account reconciliation, and financial reporting.
- Catch-up and cleanup for prior periods
- Bank and credit card reconciliations
- Monthly reports and a clear close checklist
Month-end checklistFrom transactions
to a useful report.
to a useful report.
✓
Organize transactionsIncome, expenses, and supporting records
01✓
Reconcile accountsMatch your books to bank and card statements
02✓
Review & reportFinancial reports with open questions identified
03Clear records. A repeatable monthly routine.
02 / FINANCIAL SOFTWAREA better setup.
A better setup.
A stronger foundation.
Make your financial software fit the way you invoice, spend, and report. We help define the structure, move the right records, and prepare your team to use it.
- Account structure and workflow configuration
- Planned migration with balance validation
- Practical documentation and team handover
A considered setupConfigured around
your business.
your business.
Account structureAligned to your reporting
Historical recordsMapped & validated
User permissionsDefined by responsibility
Everyday workflowsTested before handover
Setup → validation → team handover
03 / SYSTEM INTEGRATIONConnect the tools.
Connect the tools.
Cut the repeat work.
Bring order to the handoffs between your business systems and financial records. We assess what can connect and define how information should move.
- Workflow mapping and technical feasibility
- Field mapping and duplicate handling
- Testing, exception handling, and ownership
A connected operationYour information.
In the right places.
In the right places.
Business systemAn order is completed
↓Defined transfer rulesMap fields. Check duplicates.
↓Financial recordsA consistent accounting entry
Subject to platform capabilities and agreed scope.
DESIGNED AROUND THE WAY YOU WORK
Less disconnected.
More in control.
Financial records do not exist in isolation. They start with the systems your team uses every day. We look at the entire process, from the first transaction to the final report.
Explore our approachSalesExpensesOperations
qb
A connected financial workflowDefined rules. Clear responsibilities.
Organized records → Useful reporting
Every integration starts with a feasibility review.
Define the handoffs.
Know where information comes from and who owns each step.
Plan for exceptions.
Make it clear how missing records and failed transfers are handled.
CLEAR EXPECTATIONS FROM DAY ONE
Practical work.
A considered process.
Understand
We learn about your business, current records, and systems. Together, we identify where the friction starts.
A clear starting pointDefine
We agree on the work, deliverables, responsibilities, and price before the engagement begins.
An agreed scopeDeliver
We carry out the work, review the details, and provide the reporting or handover the engagement calls for.
A usable next stepBEFORE WE BEGIN
A few questions.
Clear answers.
Not sure where to start? Tell us what is getting in the way.
Let’s talkWhat can you help my business with?
We help small businesses organize their bookkeeping, set up financial software, and connect the systems they use to run their operations. An engagement can focus on one specific issue or combine these services into a coordinated project.
Do I need to change my existing software?
Not necessarily. We start by understanding the tools you already have, how your team uses them, and what is getting in the way. The right next step may be a better configuration or a more reliable workflow. A change of platform is considered only when it fits your requirements.
Can you help if my books are behind?
Yes. We can discuss a catch-up or cleanup project. We first review the periods involved, available bank and credit card statements, account balances, and unresolved transactions. That review helps define the work and separates historical cleanup from ongoing monthly bookkeeping.
How is the work priced?
Pricing depends on the agreed scope: transaction volume, the condition of your records, number of systems, and the complexity of any integration or migration. We discuss those details with you before preparing a scope and price. There is no one-size-fits-all package.
What happens on the first call?
We talk about your business, your current process, and what you want to improve. You do not need to share passwords or send financial documents for this conversation. If there is a fit, the next step is to agree on the information needed to scope the work.
Are you a software vendor or an independent service provider?
QB Services is the DBA of Simplyassist LLC, an independent service provider. We provide bookkeeping and systems services. Software subscriptions, vendor support, and third-party licensing are separate from our services unless an agreement expressly states otherwise.
LET’S MAKE YOUR NEXT STEP CLEARER
Build your business.
We’ll help with the details.
Start a conversation about your books, software, or systems.