Services Tailored to your needs

Get the level of support you need, custom built for your business—from an expert who understands you.

How Square One Can Help

Club SOS-Monthly Bookeeping Support for the DIY Business Owner

Club SOS

Perfect for business owners who want to do their own books, but need a lifeline along the way. Club SOS is a done-with-you monthly book(keeping) club that gives you access to a professional bookkeeper for questions, to assist when you’re stumped, or to take a peek when you’re wondering, “Did I do that right?

Accounting software setup for new users in QuickBooks Online

Set Up for Success

New to business or just getting started with QuickBooks Online? Start your QuickBooks Online file with a solid foundation. Setup services help organize your account correctly from the beginning for cleaner bookkeeping, accurate reporting, and will have you set up for success moving forward.

Cleanup + Catch up

Already have your system, but the books are a little messy or behind? Cleanup services help correct errors, organize transactions, and restore accuracy to your QuickBooks Online file so you can confidently rely on your numbers again.

Bookkeeping file review for system recommendations and process improvements

Diagnostic Review

Not sure if your books are accurate? A diagnostic review identifies bookkeeping issues, reconciliation problems, and reporting inconsistencies so you can better understand the health of your QuickBooks Online file before moving forward.

Monthly bookkeeping and financial reporting in QuickBooks

Monthly Bookkeeping

Ongoing bookkeeping support designed to help keep your financials organized, accurate, and up to date each month — without the stress of trying to manage it all yourself.

Getting Started

How to outsource your bookkeeping with Square One

Reach Out

Schedule a quick discovery call with to discuss the current situation of your business and your goals for the future, and to see if we’re a good match to work together.

Sign On

I’ll send you a custom proposal covering everything we discussed. After you approve it, our financial partnership begins!

Set Up

I’ll just need access to a few things you’ll need to send me to get started. This will all be outlined in our agreement so you’ll know what to expect.

Well, that was easy!

That’s it! I’ll get to work!
If any additional information is needed, I’ll reach out to you during the process. You get clean books and ongoing support!

Virtual bookkeeping support for growing small businesses

A practical Approach

Growing up on the family farm taught me the value of hard work and resourcefulness.

After several years of working in finance, I knew I wanted to focus on supporting small business owners.
Why?
Because I believe everyone deserves the opportunity to be "The Boss."

But most people don't start a business because they want to spend nights and weekends sorting receipts and reconciling accounts.

And even in a world that feels increasingly automated, business owners still need support from a real person—someone who understands them and how their business truly works.

Square One Solutions LLC was founded with one clear mission:
to give small business owners clarity, confidence and control over their finances—without the stress that can comes with managing the books.

Because running a business is hard enough without trying to do everything yourself.