Virtual Solutions for real bookkeeping.

Consulting in QuickBooks Online that helps you manage bookkeeping so you save time and money.

Wasting Time and Money?

Bookkeeping Is Too Time-Consuming

Transactions are overly dependent on physical files and manual processes. Tracking finances requires too much coordination with your CPA/Bookkeeper.

Reports & Dashboards Add Little Value

Financial statements (Profit & Loss, Cash Flow) are available well after the end-of-month. Data is often inaccurate and difficult to correct.

Unnecessary Stress Affects Decision-Making

Overwhelm and frustration are normal for you — and your Team! Decisions are reactions to recurring problems, rather than responses to known risks.

Outdated Technology &
Methods could be the
root Cause.

Accessing Data Is Time-consuming

Employees are frustrated by the effort and time wasted searching for data. We solved your problem — let’s connect.

Team Members Don’t Have Key Info

Project managers don’t have the ability to make quick, data-informed decisions. Let’s review options to get data to those who need it most — in a format that makes sense to them.

Recurring Problems Cause Disruption

Employees believe some surprises are just the cost of doing business. We provide lessons learned so you can manage risks and protect revenue.

How Excelling Works helps you accomplish more:

Track Who
Owes You Money: Get Paid

Manage invoicing and collect your hard earned revenue. Our training and support will make things easier for you.

Manage Cash
Going Out: Control Cashflow

Use real-time data and centralized analytics to make the best decisions. Let’s help you use QuickBooks Online to be prepared everyday.

More Satisfied
Customers:Provide Value

Proper customer-care takes time and focus. We help you free-up time so you can provide the quality your clients need.

You Work Hard To Provide Great Service.

We Help Make It Easier For You.

Education and Certifications
History of Proven Solutions
Experience in Core Areas:
  • Project Management
  • Analytic Dashboards
  • Reporting & Business Analysis
  • Lean Six Sigma (Process Improvement)
  • Best Practices

Begin Saving Time & Money

Here's How it Works:


We gain alignment on goals and objectives.


We develop a solution that supports your strategy and priorities.


You take control of your business.

Services Include

leanQBO (Standard)

QuickBooks Online (QBO)

  • Setup
  • Training (includes virtual options)

Client Discounts*

  • QuickBooks Online and Payroll Subscription
  • QuickBooks Payments
  • Checks, Forms, and Supplies
  • DocuSign


  • Review monthly financial statements
  • General business consulting
leanQBO (Streamlined)
includes leanQBO (Standard) plus:

QuickBooks Online (QBO)

  • Monthly Support
  • Additional Training +

Account Reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts


  • Support prep for your CPA


  • Prepare 1099s for contractors
  • Monitor Invoicing


  • Prepare monthly financial statements
  • General business consulting+
* Discounts are subject to change. Please contact us for latest details.
+ These services are available for an additional fee.