Driven Bookkeeping offers full-service remote bookkeeping designed for small businesses, solopreneurs, contractors, and project-based businesses. I offer monthly bookkeeping plans, QuickBooks Online setup, catch-up and cleanup projects, and annual 1099 filings. My services include recordkeeping, bank and credit card reconciliations, financial reporting, and receipt capture — plus payroll and sales tax filings for California businesses. For project-based businesses, I also support project-cost tracking to help you understand profitability by job or project. Whether you need consistent monthly support or a one-time cleanup, I’ll keep your books accurate and actionable so you can focus on growing your business.

Getting started is simple. It begins with a free 30-minute consultation where we’ll talk about your business, challenges, and bookkeeping goals. After that, I’ll send over an engagement letter and NDA. If you’re already using QuickBooks Online, you’ll invite me as your accountant. If not, I’ll set it up for you (with a discount). I’ll also request read-only bank access and any initial documents through a secure upload form.

Once everything is in place, we’ll schedule your first monthly check-in and get your books running smoothly.

Yes. Since I specialize in QuickBooks Online, all clients are required to have an active QBO subscription. It ensures efficiency, accuracy, and allows us to collaborate easily in real-time. The good news? As a certified QuickBooks ProAdvisor, I can offer discounted pricing and help you choose the right plan for your needs.

That’s exactly what I’m here for. Each month, we’ll have a video check-in (30 or 45 minutes, depending on your plan), where I’ll walk you through your key financial reports like the profit and loss, balance sheet, and cash flow statement. I’ll explain what the numbers mean in plain English, so you always feel confident and informed—not overwhelmed. And if questions come up between calls, you can always reach out via email.