Outsourced Bookkeeping Support for Accounting Firms
Behind-the-scenes bookkeeping capacity for CPA and accounting firms — backed by over a decade of financial management experience, accurate work, and clear communication. Your client relationships stay yours.
Why Accounting Firms Work With S.Q. Financial
A decade of financial rigor
Led by Carletta Gunby, MBA — over ten years of experience in fiscal management, budgeting, financial reporting, and account reconciliation across government, higher education, and private-sector organizations. Carletta holds a Bachelor's degree in Accounting and an MBA, both from Mercer University's Stetson School of Business & Economics.
Confidentiality first
Client data stays protected. I'm glad to sign a confidentiality or NDA agreement before any engagement begins.
Behind the scenes
You stay the point of contact for your clients. I handle the bookkeeping work quietly in the background, following your firm's process and standards.
QuickBooks Online expertise
Hands-on, day-to-day experience in QuickBooks Online — categorization, reconciliations, cleanup, and monthly maintenance.
Clear communication
Straightforward updates and reliable follow-through, so you always know where a client's books stand.
Support Options
Monthly bookkeeping
Account reconciliations
Cleanup and catch-up work
Transaction review and categorization
QuickBooks Online support and organization
How It Works
1. Quick conversation
We talk through your firm's current bookkeeping needs and where extra capacity would help most.
2. Plan the fit
We agree on scope, communication style, and how the work fits into your existing process.
3. Work begins behind the scenes
I get to work — you stay the face of the relationship with your client.
Let's Talk About Your Firm's Bookkeeping Needs
Tell me a bit about what you're looking for, and let's figure out together if it's a good fit.
