Corey Niner

QuickBooks Online bookkeeping, handled personally

I work one‑on‑one with owners to keep books accurate and current every month. Clean reconciliations, a steady close, and simple reports you actually use.

Schedule a quick intro Call (602) 370‑5088
Corey Niner, Co‑Investments & Properties, LLC

QuickBooks ProAdvisor Silver badge QuickBooks Online Certification Level 1 badge Intuit Trained Bookkeeper badge QBO ProAdvisor (Silver) · QuickBooks Level 1 Certified · Intuit Trained Bookkeeper
Corey headshot

Hi, I’m Corey

I’ve spent 20+ years building finance processes and reporting systems. Now I help small businesses get dependable books and decision‑ready numbers without the hassle.

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).

How we’ll work together

1

Intro call

We talk through goals, your current QuickBooks Online file, and timelines.

2

Scope & onboarding

Agree on responsibilities, access, and a monthly checklist.

3

Cleanup & setup

Fix issues, set up the chart of accounts, prepare reports.

4

Monthly rhythm

Reconciliations, close, and a brief summary you can skim.

Credentials

Recognitions

QuickBooks ProAdvisor Silver badge QuickBooks Online Certification Level 1 badge Intuit Trained Bookkeeper badge

Validated by Intuit: ProAdvisor Silver, QuickBooks Level 1, and Bookkeeping training.

Intuit certificates

  • Getting started (Level 1) - 2025
  • Expenses and vendors (Level 1) - 2025
  • Sales and customers (Level 1) - 2025
  • Banking (Level 1) - 2025

Certificates available on request.

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 review
LarryP225 · Feb 2025

Let’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.

Schedule an Appointment corey@co-investments.com