Financial Organization · QuickBooks Online

Get Your Business Finances Organized.

Clear records. Reliable numbers. Less financial stress.

I help small business owners keep their finances accurate, organized, and up to date so they can understand their numbers and focus on their business.

Ivonne, founder of Ivonne & Company
20+ years in accounting  ·  QuickBooks Online specialist  ·  Fully remote  ·  Serving service-based businesses nationwide

Are you saying this?

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"I'm behind on my books and don't know where to start."

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"My books are a mess and tax season stresses me out."

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"I avoid opening QuickBooks because it feels overwhelming."

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"I don't actually know what my real numbers are."

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"I'm spending too much time on finances instead of growing my business."

Feeling overwhelmed by your business finances?

Most business owners didn't start their company to stare at spreadsheets. But disorganized books are quietly costing you time, money, and peace of mind.

Ivonne & Company brings order to your financial records through clear systems and reliable QuickBooks Online bookkeeping — without the stress or the judgment.

Let's Fix This Together

Built for service-based businesses.

I specialize exclusively in service-based businesses using QuickBooks Online. If you sell a service — not a product — and your books need attention, you're in the right place.

01

Behind on the Books

Months of untouched transactions piling up. I'll catch you up completely — no judgment, no stress, just clean books on the other side.

02

Overwhelmed & Avoiding It

You dread opening QuickBooks. I take it completely off your plate so you can stop worrying and start focusing on your clients.

03

Starting Fresh

New business, no QBO setup yet. I'll build your financial foundation the right way from day one so you never have to start over.

04

Nonprofits & Small Orgs

Limited budgets deserve reliable financial organization too. I work with nonprofits that need clean, accurate records — without the corporate price tag.

Why businesses choose Ivonne & Company.

I'm not a faceless firm or an automated system. I'm a real person who genuinely cares about your financial clarity — bringing warmth, calm, and consistency to every client relationship.

Work With Me

Personalized Support

Direct access to me — not a team of strangers. I know your business and treat it like my own.

Judgment-Free Cleanup Help

No matter how far behind or how messy — I've seen it all. Zero judgment, just solutions.

Clear, Consistent Communication

I keep you informed every step of the way — in plain language, no confusing accounting jargon.

Tax-Ready, Hands-Off for Your CPA

Clean, organized books so your CPA can do their job without the back-and-forth scramble at tax time.

Streamlined Financial Systems

I don't just clean up your books — I build organized systems so your finances stay streamlined month after month.

Focused on Clarity, Not Confusion

Every report I deliver is designed to actually make sense to you — because real clarity is the whole point.

The right support for where your finances are now.

Start with a strong foundation, reset records that have fallen behind, or stay organized month after month. Each service uses QuickBooks Online and practical bookkeeping to move you toward the same outcome: financial records you can understand and rely on.

01 · Establish

Financial Foundation

Starting at $297

Start with an organized financial system built to support your business as it grows.

  • QuickBooks Online setup
  • Chart of accounts structured for your business
  • Bank & credit card connections
  • Initial financial organization
  • Ongoing bookkeeping workflow
  • 1099 readiness setup
03 · Maintain

Monthly Financial Clarity

Starting at $350/month

Stay financially organized and understand what your numbers are telling you month after month.

  • Monthly transaction categorization
  • Bank & credit card reconciliations
  • Profit & Loss and Balance Sheet reports
  • Books reviewed for accuracy
  • Ongoing QuickBooks maintenance
  • Light Accounts Payable & Receivable support
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Foundation + Reset

Need a properly structured QuickBooks system and help bringing past records up to date? Combine both services and save $150 off the combined price for a complete fresh start.

Add-On

Additional Support — Starting at $150/month

20+ Accounts Payable & Receivable  ·  Additional entities  ·  Higher transaction volume  ·  Priority communication

* All services delivered fully remotely via QuickBooks Online. Cleanup pricing provided after a free discovery call. Payment: 50% upfront / 50% upon completion, or full payment for smaller projects.

Getting started is simple.

Three steps from overwhelmed to organized.

1

Reach Out

Fill out the contact form below. Tell me about your business and where things stand with your books. No pressure, no commitment — just a conversation.

2

Free Discovery Call

We'll connect briefly so I can understand your situation and recommend the right service. You'll receive a clear, honest quote — no surprises.

3

Get Organized and Stay Clear

Your records become accurate and current, your reports become useful, and you can focus on your business knowing the financial details are handled.

Ivonne, founder of Ivonne & Company

Built on one simple belief.

I'm Ivonne — founder of Ivonne & Company, a fully remote financial organization partner based in Orlando, Florida, serving service-based businesses nationwide through QuickBooks Online.

My background is in accounting. Over the years, I've managed financials, reconciliations, reporting, and day-to-day operations across multiple businesses.

"The most talented, passionate entrepreneurs were often the most disconnected from their own finances — not because they didn't care, but because no one had ever made it feel approachable."

That's the gap I'm here to fill. What I really offer is order, clarity, and peace of mind. Bookkeeping is the method; helping you understand and trust your financial records is the goal.

I'm also a mom and wife building this business with purpose. Financial clarity for my clients, flexibility for my family — I believe those two things can absolutely coexist.

Let's Connect
Ivonne skydiving — living boldly and with purpose

Organized finances change what is possible.

Too many business owners wait until tax season or a financial crisis to get organized. I want to change that by making financial clarity practical and approachable.

01

Financial Clarity for All

Reliable financial organization shouldn't be reserved for big businesses. I make professional support accessible to small businesses and nonprofits.

02

Education & Literacy

Financial confidence shouldn't be a luxury. I'm building educational content to help business owners develop a healthier relationship with money.

03

Mentorship & Community

My goal is to mentor young adults stepping into entrepreneurship — and help communities grow with real financial knowledge from the start.

Frequently asked questions.

Honest answers to what most business owners ask before we work together.

Not at all. Financial Foundation includes setting up QuickBooks Online from scratch — chart of accounts, bank connections, workflow, and initial organization. If you already use QuickBooks but the records need attention, Financial Reset gets them clean, current, and working for you.

It depends on how far behind your books are, how many accounts you have, and how organized your records are. Every cleanup is unique. After our free discovery call, I'll give you a realistic timeline and a custom quote — no guesswork, no surprises.

Absolutely — and this is one of the most valuable parts of what I do. I keep your books tax-ready and hands-off for your CPA, so they can focus on filing without chasing down records. Clean books mean fewer CPA hours and fewer surprises at tax time.

I specialize exclusively in service-based businesses using QuickBooks Online. Coaches, consultants, agencies, freelancers, nonprofits, and other service providers are a great fit. I do not work with product-based businesses, and I work exclusively in QBO — not other platforms.

Yes — Ivonne & Company provides fully remote financial organization and bookkeeping support. I serve clients nationwide from Orlando, Florida, through secure, cloud-based systems. We communicate via email and scheduled calls. Everything is handled digitally — no folders of receipts or in-person appointments needed.

Ready to get financially organized?

Whether you're behind, overwhelmed, or just getting started — fill out the form and I'll be in touch within 1–2 business days. No pressure, just clarity.

Orlando, FL · Serving service-based businesses nationwide
QuickBooks Online · Fully Remote
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