Description

I help business owners regain clarity and control by cleaning up their books, reconstructing historical financials, and building compliant bookkeeping systems they can rely on. If your records are messy, behind, inconsistent, or need to be rebuilt from the ground up, that’s where I do my best work. My goal is simple: give you accurate numbers, organized systems, and long‑term stability so you can make confident decisions.

I’m the owner and full-charge bookkeeper behind Floating Magnolia Bookkeeping Services LLC, specializing in monthly bookkeeping, financial record cleanup, multi‑year reconstruction, reconciliations, payroll mapping, and QBO system setup. I work with complex, multi‑account environments and platforms like Square, Stripe, PayPal, and Digits—areas where data often becomes disorganized or difficult to interpret. My approach is detail‑driven, compliance‑forward, and focused on creating clean, reliable financials that stay that way.

Typical projects I handle include:

• Monthly bookkeeping and ongoing financial maintenance

• Multi‑year cleanups and catchups

• Historical reconstruction and error correction

• QBO setup, file organization, and workflow rebuilding

• Payroll cleanup, mapping, and compliance alignment

• Monthly reporting and reconciliations

• System transitions and process improvements

Before specializing in bookkeeping, I spent 26 years supporting law firms across the Mississippi Gulf Coast as a legal assistant, paralegal, and title insurance support professional. I also worked as a title abstractor/landman performing courthouse research across multiple states. These roles required precision, documentation accuracy, and strict compliance—skills I bring into every bookkeeping project.

If you need your books cleaned up, rebuilt, organized, or brought into full compliance, I provide calm, structured, detail‑driven support that gets your financials back on track and keeps them there.

For more info floatingmagnolia.com

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Floating Magnolia Bookkeeping Services LLC
Owner/Full-Charge Bookkeeper
January 2019 - Today (7 years and 5 months)
Provide full‑charge, compliance‑focused bookkeeping for small businesses, nonprofits, and service‑based organizations across multiple states. Work includes monthly bookkeeping, payroll administration, reconciliations, financial cleanups and catchups, historical reconstruction, and building complete, compliant QuickBooks Online systems. I design and optimize Charts of Accounts for clarity and GAAP/IRS alignment, complete multi‑year cleanups and reconstruction, correct prior‑bookkeeper errors, and migrate clients from QuickBooks Desktop to QBO or build new files from scratch. I manage payroll setup, processing, mapping, and tax coordination across Gusto, QBO Payroll, and Patriot. I implement receipt‑management workflows, prepare monthly financial reports, and support clients through ongoing troubleshooting and QBO training. I coordinate directly with CPAs for year‑end adjustments and compliance reviews, set up project‑based accounting, class/location tracking, and job‑costing structures, and manage AP/AR, COGS tracking, inventory, and multi‑state sales‑tax filings. I also create SOPs, workflow documentation, and client‑facing guides to support accurate, compliant bookkeeping systems. Recent work includes rebuilding COAs for micro‑businesses, developing compliance‑defensible reimbursement workflows and Accountable Plan SOPs, correcting historical balances, completing full‑period reconciliations for new clients, supporting Digits setup and mapping, and managing client transitions including termination documentation and QBO billing transfers.
Workflow & System Setup QuickBooks Financial Record Cleanup & Reconstruction Monthly Bookkeeping Financial Reporting
Homeschool
Homeschool Educator
January 2014 - January 2021 (7 years)
Developed curriculum, managed academic progress, and prepared student for college admission. Transcribed legal and professional materials with strict confidentiality. Managed title searches, document review, and policy preparation. Conducted title searches, analyzed documents, and prepared title reports. Supported attorneys with research, case management, trial prep, and legal documentation.
Managed trust accounts and bookkeeping for law partners. Assisted with commercial real estate closings.
Various Online Transcription Companies
Online Transcriptionist
January 2011 - January 2020 (9 years)
Provided transcription services for multiple companies, completing legal, business, and general audio with accuracy, confidentiality, and fast turnaround.