Monthly bookkeeping
Your transactions categorized, accounts reconciled, and reports delivered every month. Clean books you never have to think about.
Healthy books,
healthy business.
Dave Platzer keeps the books for small business owners who would rather run their business than wrestle QuickBooks. Accurate monthly books, reports explained in plain language, and answers usually within a day.
- QuickBooks Certified ProAdvisor
- 25 years owning small businesses
- Works with your CPA at tax time
If this sounds familiar
Behind on your books? You're in good company.
Most owners who call Dave feel some mix of dread, overwhelm, and embarrassment about their books. They've been doing it themselves at midnight. Or a family member “handles it.” Or the books just stopped 18 months ago. Dave tells every one of them the same thing: he has seen worse.
He also knows why it happens. When a task feels hard, people go back to what they're good at. If you own a bakery and you're great at cakes but lost in your books, you'll skip the books and bake more cakes. That works until tax season. It works until you need to know if you can afford to hire, or why a profitable month still left the bank account empty.
Most owners also assume help costs more than it does. Finding out what bookkeeping costs is usually the moment they wish they had called sooner.
What Dave does
Bookkeeping, start to finish
Monthly service is the core. Cleanup and catch-up projects get you to the starting line. Everything comes with plain-language explanations of what your numbers say.
Bookkeeping cleanup
Messy QuickBooks, duplicated transactions, categories that make no sense. Dave untangles it and hands back books you can trust.
Catch-up bookkeeping
Months or years behind, it happens more than you think. Dave has caught up books that sat untouched for over a year, judgment-free.
QuickBooks setup
A chart of accounts built around how your business actually runs, so every report you pull afterward means something.
Payroll support
Help getting payroll set up and recorded correctly, so wages, taxes, and filings land in the right place in your books.
Accounts payable & receivable
Know what you owe, who owes you, and when the money moves. Fewer late fees, fewer awkward collection calls.
Financial reporting
Monthly statements explained in plain language. You will know if you made money, where it went, and what to do next.
Cash flow, budgets & forecasting
See what is coming before it arrives. Budgets and forecasts built from your real numbers, so decisions get easier.
Strategy & advisory calls
A standing conversation with someone who has run small businesses for 25 years and knows how to read yours.
“If you don't take care of your books, your books will take care of you. And not in a good way.”
Dave's first rule of bookkeeping
How it works
4 steps to books you can trust
Talk
A free consultation, on Zoom or face to face. Dave learns your business, your goals, and how you like to communicate.
Review
He looks through your current books first, so the proposal you get reflects what your books need. No guessing.
Set up
Onboarding usually takes about a week. Dave gets read-only access to the money coming in and going out. He can never move your money or sign a check, by design.
Breathe
Every month ends with clean books and reports you understand. Questions get answered fast, usually within a day.
Why Dave
What hands-on bookkeeping gets you
He has run the businesses you're running
25 years of owning small businesses: 11 years running a neighborhood pub, a catering company, real estate. Dave knows what owners avoid, what they fear, and where a small nudge changes everything downstream.
You work with Dave. Every time.
No juniors, no handoffs, no ticket queue. He's a known quantity: certified, experienced, and building a local reputation he has to stand behind.
Plain language, your style
Everybody communicates differently. Dave adapts to you, and he makes sure you understand your numbers instead of just receiving them. Which product line makes money. What you can afford. Whether the business is heading where you want it to go.
Fast, calm answers
Dave responds quickly, usually within a day. Clients describe him as calm, detailed, and persistent. The goal is simple: you stop dreading your books and start using them.
From the resource library
Straight answers to the money questions
How much does bookkeeping cost?
Honest numbers on what small businesses pay, and what moves the price up or down.
Do I need a bookkeeper if I have a CPA?
Yes. They do different jobs, and your CPA will thank you. Dave explains the split.
My books are years behind. Now what?
What catching up looks like, how long it takes, and why it costs less than you fear.
When minimizing your taxes costs you the loan
Dave spent years reading self-employed tax returns as a loan officer. The April win that becomes a September problem.
Restaurant bookkeeping, from someone who ran the bar
Prime cost, POS reconciliation, and the $16,000 furnace that nearly took 2 businesses down.
Bookkeeping for real estate investors
Class tracking, capital improvements, and the clean NOI that gets your cash-out refi approved.
Stop avoiding your books.
Book a free consultation. Dave will look at where your books stand, tell you what they need in plain language, and you will know if it's a fit. If you're embarrassed about the state of things, don't be. He's seen worse.