Bookkeeping & QuickBooks · QuickBooks ProAdvisor GOLD · NC Triangle
Clean books that actually tell you something useful.
Most small business owners have QuickBooks. Many have books they can't really read, a chart of accounts that grew by accident, and financials that don't match what they know is happening in the business. That's fixable.
QuickBooks Setup
New business or migrating from another system. Proper chart of accounts, class and location tracking, customers and vendors, opening balances — done right from the start.
QuickBooks Cleanup
Existing QuickBooks file with reconciliation errors, misclassified transactions, duplicate entries, or years of accumulated mess. Brought current and reconciled.
Monthly Bookkeeping
Ongoing transaction categorization, bank and credit card reconciliation, payroll entries, and financial reports delivered monthly so you know where you stand.
QuickBooks ProAdvisor GOLD
Duane is a QuickBooks ProAdvisor GOLD — certified by Intuit and with hands-on experience across QuickBooks Online and QuickBooks Desktop. This means faster setup, cleaner files, and the ability to address problems that most bookkeepers can't diagnose.
More importantly: Duane brings a business finance background to bookkeeping. The goal isn't just clean records for your accountant — it's financial information that actually helps you run the business.
What useful financials look like
P&L by service line or location — not just one blended number
Monthly cash flow that reconciles to your bank
Accounts receivable aging that tells you who owes what and for how long
Budget vs. actual if you have a budget (or help building one)
Year-over-year comparison so you can see trends
Reports that import cleanly into tax software at year-end
Funeral home bookkeeping — a specialty
Funeral home accounting has specific challenges: preneed vs. at-need revenue recognition, trust account reconciliation, preneed receivables, merchandise vs. service revenue, and insurance assignment tracking. Most bookkeepers aren't set up for this.
Duane understands the funeral business from the inside. A funeral home's books should reflect how the business actually operates.
Bookkeeping for funeral homes →Getting Your Affairs in Order
Most people don't need all of these at once — but knowing which chapter you're in helps.
When did you last actually understand your P&L?
Call or text (919) 822-2010. Whether you need a cleanup, a fresh start, or ongoing support, the first step is understanding what you have.