Meschelle Peterson is a QuickBooks bookkeeper for CPA referrals, serving small businesses remotely. She works with CPAs whose firms do not offer bookkeeping.
Who She Is
Meschelle Peterson has worked in bookkeeping since 1990. She has run her own bookkeeping business since 2013, under her own name. CPAs who refer a client know exactly who will do the work.
Credentials
Meschelle is a Platinum-tier Intuit ProAdvisor. That tier reflects the standing she holds as a QuickBooks professional.
- Working in bookkeeping since 1990
- Running her own business since 2013
- Platinum-tier Intuit ProAdvisor
Services for Referred Clients
Her services are specific and limited to three offerings. Each one gives your referred client dependable books.
Monthly QuickBooks Bookkeeping
Monthly QuickBooks bookkeeping is the ongoing recording and categorizing of a client's transactions in QuickBooks. It keeps the books current throughout the year.
Monthly Close
The monthly close is the routine of finishing each month's books so the numbers are ready for review. Your client's records stay orderly from one month to the next.
Year-End Bookkeeping Cleanups
A year-end bookkeeping cleanup is a focused review and correction of the books at year-end. It puts a client's records in order before they reach your firm.
How a Referral Works
The process is simple and keeps your firm's role clear.
- You introduce your client to Meschelle by email or phone.
- Meschelle speaks with the client about the bookkeeping they need.
- The client hires and pays her directly.
- She performs the work remotely in QuickBooks.
Because clients hire and pay her directly, your firm carries no billing responsibility. Your clients gain a dedicated QuickBooks bookkeeper, and your firm keeps its own focus.
Clients hire and pay Meschelle Peterson directly, so your firm stays free to focus on its own work.
Contact Meschelle Peterson
If you have a client who needs a QuickBooks bookkeeper, reach out today. Call 573-319-2207 or contact Meschelle Peterson by email to discuss a referral.