Testimonials

Cleaned Up a “Royal Mess”

“As a healthcare provider and a small business owner, Kathleen came to my rescue in early 2025 and cleaned up a royal mess that was left by my last bookkeeper. Not only is she the best at what she does, but she has patience, skills, and a great sense of humor. Kathleen has not only helped me clean up the mess, but keeps my books current and doesn’t miss a penny. Even my accountant was so happy that I hired her! If you have a small business, you know you’ve got 1 million things on your plate. Let Kathleen take some of that off so you can actually have a life after work.”

– Dr. Cheryl Langley, Langley Family Chiropractic

Uses

QuickBooks Online

Services Received

Bookkeeping, QuickBooks Online consulting

Goes Above and Beyond

“Kathleen O’Brien is the bookkeeper for our nonprofit. She is a pleasure to work with at all levels. She has a deep understanding of bookkeeping and accounting and makes excellent, pertinent recommendations for our organization. Kathleen is responsive and when she is unfamiliar with a request, she researches until we have a solution. She has proactively worked with our tax accountant to ensure our books will be best prepared for tax season. We keep in touch regularly and she provides reporting after she closes out each month and before our quarterly board meetings. Kathleen has gone above and beyond on tasks that support our nonprofit.”

– ERNS

Uses

QuickBooks Online

Services Received

Bookkeeping, QuickBooks Online consulting

Definitely recommend

“Kathleen was very knowledgeable about the current software that I am using for my books, she certainly did her homework. It was a pleasure discussing some insights into my business that I can implement to grow my business. She is extremely professional, knowledgeable and proficient in her field.”

– MorganR

Uses

QuickBooks Online

Services Received

Bookkeeping, Consulting, QuickBooks consulting

Kathleen is extremely helpful!

“Finding someone who is both highly skilled and a pleasure to work with is rare, but Kathleen embodies both qualities perfectly. Her expertise in handling our books has been invaluable, and her collaborative spirit makes every interaction seamless and enjoyable. I truly look forward to continuing our partnership and am grateful to have her on board. Thank you, Kathleen, for your outstanding work!”

– alexwood

Uses

QuickBooks Online

Services Received

Bookkeeping, Consulting, QuickBooks consulting

Always on Time

“Kathleen has been great to work with. Her expertise in Quickbooks has helped us maximize our use of Quickbooks. She is always on call and responds very quickly to any questions or needs that may arise. Kathleen is an excellent teacher too and has advanced our whole team in their knowledge and efficiency with Quickbooks. I highly recommend her services.”

– ShaneM

Uses

QuickBooks Online

Services Received

Consulting, QuickBooks consulting

Excellent services. Thanks Kathleen!

“Kathleen is the best! She clearly and efficiently guided us through the QB process. She is very responsive and went the extra mile to understand my business. Highly recommend her for anyone seeking bookkeeping consulting services!”

– QuinC

Industry

Real Estate

Uses

QuickBooks Online

Services Received

Bookkeeping

She saved my books

“My books were a mess and I didn’t know where to start. Kathleen got them organized in short order and has been consistent with keeping me updated/handing out great nugget of wisdom. I’d recommend her to anyone!”

– Patrick C

Services Received

Accounting, Bookkeeping, Consulting

Very knowledgeable and professional

“I had the pleasure of working with Kathleen at a previous job and have known her for over 30 years. Kathleen was able to explain in very understandable terms, how transactions need to be accounted for so in my small business so that everything is reconciled appropriately! Very professional, incredibly knowledgeable and super hardworking.”

– Don B

Industry

Real Estate

Uses

QuickBooks Online

Services Received

Bookkeeping