You know when something feels off.
A report doesn’t match the bank.
The books were left unfinished.
The numbers don’t make sense.
An account won’t reconcile.
You don’t have to ignore those instincts.
I help build the financial foundation your business needs.
Sometimes I step in and fix it.
Sometimes I sit beside you and guide you through it.
I help small business owners make sense of messy books, confusing reports, unfinished reconciliations, payroll problems, and financial systems that are no longer working the way they should.
Financial problems rarely begin where they first appear. I trace them back to the source, correct them, and strengthen the financial foundation your business is built on.
I know where to look, what to question, and how to put the pieces back together.
Two ways I help
Fix It for Me
I step into the financial side of your business, find the problems, and get things back in working order.
This may include:
- Cleaning up bookkeeping records
- Reconciling accounts
- Correcting old transactions
- Reviewing payroll liabilities
- Sorting out loans, credit cards, and equity
- Improving reports and financial processes
- Preparing records for your accountant or auditor
- Helping during a staffing change or financial transition
This is temporary, focused support.
I fix what needs attention, document the work, and prepare the books and systems to be handed back to you, your staff, your bookkeeper, or your accountant.
Help Me Do It
You want to keep doing your own bookkeeping.
You just do not want to figure out every strange transaction, confusing report, or reconciliation problem alone.
As a QuickBooks® Online ProAdvisor, I can help you work through questions, transactions, reconciliations, reports, and everyday bookkeeping tasks in QuickBooks Online.
We can sit down together by Zoom/Teams, phone, text, or in person.
You can share your screen, bring your questions, and show me where you got stuck.
Together, we’ll understand what you’re seeing and determine the best next step for your business.
Book one session or reach out when the next strange thing appears.
Meet Jacqui
I am Jacqui, the owner of Quistone Management.
People usually call me because something in their bookkeeping does not make sense, or because they are trying to handle it themselves and need a capable person beside them.
I bring 25 years of practical financial experience and training as a QuickBooks Online ProAdvisor.
But software knowledge is only part of what I bring.
I am good at finding problems, explaining them in plain language, and helping people feel steady while we work through them.
Tell me what is happening.
We will figure out the next step together.
Start With What You’re Experiencing
Every business reaches a point where another set of experienced eyes can help.
You might be thinking:
- “My books are a mess.”
- “The numbers do not look right.”
- “My bookkeeper left.”
- “I do not understand this report.”
- “I cannot get the account to reconcile.”
- “I think something was entered wrong.”
- “I need someone to look at everything.”
- “I want to keep doing this myself, but I need help.”
We’ll start there.
The kind of help you need
Whether you want someone to take over and fix the problem or you’re needing support while you keep doing it yourself, I’ve got the financial foundation you’re looking for.
I am not sure yet.
That is fine too.
Tell me what is happening, and we will start there.
Quistone Management
Practical financial help for small businesses.
Find the problem. Fix what matters. Move forward.
QuickBooks and QuickBooks ProAdvisor are trademarks and service marks of Intuit Inc., registered in the United States and other countries. Quistone is an independent business and is not affiliated with, endorsed by, or sponsored by Intuit Inc.