Joan Fortney Bookkeeping, LLC
Clean books and a real-time dashboard, every month
Monthly bookkeeping for small businesses and nonprofits, built by someone who spent decades in data and software development before becoming a bookkeeper.
✓ QuickBooks Online setup and monthly reconciliation
✓ Real-time Power BI dashboards, not year-end surprises
✓ You always work directly with me
What brings people to me
Months behind and dreading it
Bank feeds piling up, receipts in a shoebox, no idea where you actually stand. I'll get your books current and set up a system that keeps them that way.
Never sure if you’re actually profitable
Revenue looks fine but the bank account doesn't. Real-time dashboards connected to your books mean you see margins and cash flow as they happen, not months after the fact.
Board or grant report due
Nonprofit reporting on a deadline, funder restrictions to track, no time to reconcile it yourself. Fund accounting and reporting handled so the numbers are ready when you need them.