What I help with
Focused on QuickBooks Online and the recurring work that keeps your numbers right.
- ✓Monthly reconciliations
Bank and card accounts tied out on a schedule. - ✓Monthly close
A clear checklist so nothing gets missed. - ✓QuickBooks Online setup
Clean file, custom chart of accounts, sensible defaults.
- ✓Cleanup projects
Fix what needs attention and get back on track. - ✓Excel reports
Build or automate recurring reports to save hours. - ✓Owner snapshots
Short notes on what changed and why (no jargon).
Beyond bookkeeping
While most clients engage me for bookkeeping and QuickBooks support, my background also includes building reporting, analytics, automation, and capital infrastructure for rapidly growing companies.
Growth & Financial Infrastructure
-
✓
KPI & reporting design
Build executive dashboards and reporting frameworks that improve visibility and decision-making. -
✓
Financial modeling & forecasting
Cash flow forecasting, budgeting, scenario planning, and business performance analysis. -
✓
Process improvement
Identify bottlenecks, eliminate manual work, and create scalable workflows.
Data, Automation & AI
-
✓
Excel, SQL & Power Query
Connect systems, automate reporting, and reduce hours of manual work. -
✓
AI-enabled workflows
Leverage AI tools to improve reporting, documentation, analysis, and operational efficiency. -
✓
Fractional finance leadership
Support growing companies with finance, analytics, systems, and strategic planning expertise.
Prior experience includes helping scale platforms from startup environments to institutional organizations supporting billions of dollars in assets, financing, and annual originations.
How we’ll work together
Intro call
We talk through goals, your current QuickBooks Online file, and timelines.
Scope & onboarding
Agree on responsibilities, access, and a monthly checklist.
Cleanup & setup
Fix issues, set up the chart of accounts, prepare reports.
Monthly rhythm
Reconciliations, close, and a brief summary you can skim.
Credentials
Recognitions
Intuit certificates
- Getting started (Level 1) - 2025
- Expenses and vendors (Level 1) - 2025
- Sales and customers (Level 1) - 2025
- Banking (Level 1) - 2025
What clients say
“Easy to work with, incredibly insightful!”
— JBW, Jan 2025
“Very knowledgeable professional.”
— KristaK, May 2025
“Solid work, very helpful.”
— MDL, Feb 2025
Featured review
“I can’t recommend Corey highly enough! As a QuickBooks expert with deep finance and accounting experience, he completely transformed the way I manage my business finances. Before working with Corey, my QuickBooks setup was disorganized, and I struggled with tracking inventory, reconciling accounts, and understanding my financial performance. He not only cleaned up my books but also customized my chart of accounts, automated reporting, and provided clear financial insights that helped me make better business decisions. What truly sets him apart is his extensive finance background; he brings a strategic financial perspective that has helped me improve cash flow, budgeting, and profitability.”
Read full reviewLet’s make this month’s close easy
Send a note or grab a time that works for you. I’ll follow up with a simple plan and a flat monthly quote tailored to your scope.