Meet Katie, who owns a mobile dog grooming business in Omaha. Her calendar was full, but her books were a mess. She used Venmo for payments, tracked expenses in a notebook, and hadn’t reconciled a bank account in 14 months.
Here’s how we helped Katie gain clarity and control:
Built a custom bookkeeping package
We designed a monthly package that included cloud bookkeeping, monthly reports, and quarterly CPA review—all tailored to her mobile business model.
Cleaned up 14 months of transactions
We categorized 1,320 entries, tied them to service types, and reconciled her business checking, savings, and merchant accounts.
Connected QuickBooks Online to her scheduling and invoicing tools
Katie now sends invoices, tracks payments, and monitors cash flow from one dashboard.
Identified $4,980 in uncategorized deductions
By reviewing mileage, supply purchases, and advertising spend, we reduced her tax bill and increased her awareness of spending patterns.
Set up monthly reporting with visual summaries
Every month, Katie gets a simple one-page report showing profit trends, service volume, and expense breakdowns—no more guesswork.
“I used to avoid looking at my numbers. Now it’s the first thing I check every month. I feel like I finally understand my business.”
— Katie L., Omaha Business Owner