PETERSONBOOKKEEPING & ADVISORY
Industries

Who I Work With

Bookkeeping and fractional CFO advisory for three kinds of businesses, in Phoenix and nationwide.

Nonprofit Bookkeeping & Board Reporting

Clean books your board, auditors, and funders can trust. I track restricted and unrestricted funds and grant spending, and I prepare board-ready financial statements, including your Statement of Activities and Statement of Financial Position, every month. I also coordinate with your CPA at audit and Form 990 time.

Sound familiar?
  • Your board packet takes days to pull together, and the numbers still raise questions.
  • Grant spending lives in a spreadsheet that doesn't tie to QuickBooks.
  • Restricted and unrestricted money share one bank account, and it's hard to say what's actually available to spend.
  • Audit and Form 990 season means weeks of cleanup for your CPA.
What I handle
  • QuickBooks Online set up through TechSoup at nonprofit pricing
  • A chart of accounts and fund structure built for nonprofit reporting
  • Monthly reconciliation, coded by fund, program, and grant
  • Restricted and unrestricted fund tracking, including releases from restriction
  • Grant spending tracked against each grant budget
  • Audit and Form 990 support, coordinated with your CPA
Reports you get each month
Statement of Financial PositionStatement of ActivitiesBudget vs. actualGrant spending by funder
Tools I work in
QuickBooks Online, plus your donation and payment platforms
A recent example

An Arizona association came to me with no bookkeeping system and no ledger at all. I set them up in QuickBooks Online through TechSoup, using their nonprofit status, and caught up 10 months of books. Their volunteers got their time back, and for the first time their board gets monthly financial statements at every meeting.

Professional Services Firms & Small Sales Organizations

For agencies, consultancies, firms, and sales teams that sell expertise or relationships. I show you which clients, projects, and reps actually make money. I also keep commissions and 1099 contractors organized and forecast cash so payroll is never a surprise.

Sound familiar?
  • Revenue is up, but you can't tell which clients or projects are actually profitable.
  • Commissions are calculated in a spreadsheet, and reps question every payout.
  • Contractors are paid from several places, and January brings a 1099 scramble.
  • Cash gets tight right before payroll, even in good months.
What I handle
  • Migration from QuickBooks Desktop to QuickBooks Online
  • Revenue and costs tracked by client, project, or rep
  • Commission and contractor payments organized and reconciled
  • 1099 contractor records kept ready for year-end filing
  • A monthly close with clean, CPA-ready books
  • A rolling cash forecast, so payroll is never a surprise
Reports you get each month
Profit and loss by client or projectProfitability by rep or service lineAccounts receivable agingCash forecast
Tools I work in
QuickBooks Online and your payroll provider
A recent example

A growing technology services firm needed to move off QuickBooks Desktop. I led their migration to QuickBooks Online and now work closely with their in-house controller on the monthly books, so their accounting has kept pace through a year of strong growth.

Course Creators & Coaching Businesses

Your revenue runs through Stripe, Kajabi, Teachable, PayPal, and payment plans, and the deposits rarely match the sales. I reconcile every platform payout, separate fees and refunds, and account for memberships and cohorts correctly. Then I show you profit by program, so you know which offer to scale.

Sound familiar?
  • Your Stripe or Kajabi dashboard shows one number, and your bank shows another.
  • Payment plans and refunds make it hard to know what you really earned this month.
  • Platform, processing, and affiliate fees are buried inside deposits.
  • You can't tell which program or offer is actually profitable.
What I handle
  • Every platform payout reconciled back to the sales behind it
  • Fees, refunds, chargebacks, and affiliate payouts separated out
  • Payment plans, memberships, and cohort revenue recorded in the right month
  • Program and offer tracking set up in QuickBooks
  • A monthly close you can read in ten minutes
Reports you get each month
Profit and loss by program or offerRevenue by platformRecurring and payment-plan revenueCash flow
Tools I work in
Stripe, Kajabi, Teachable, PayPal, PayTraQer, and QuickBooks Online
A recent example

A course creator brought me in when his previous bookkeeper moved on. I picked up his books mid-stream and set up PayTraQer to sync every Stripe sale, fee, and refund into QuickBooks automatically, so payouts reconcile without manual entry. He stays focused on his programs, and his books stay current without him having to think about them.

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Tools I Use
QuickBooks Online
Anchor
Kick
Ramp
Bluevine
QuickBooks Online
Anchor
Kick
Ramp
Bluevine
QuickBooks Online
Anchor
Kick
Ramp
Bluevine