Practical bookkeeping support for small-business owners
Cleanup & Monthly Bookkeeping Specialist focused on remote QuickBooks Online work for sole proprietors and small businesses.
Hello, my name is James and my goal is simple: make the bookkeeping process understandable to the client, define the problem, identify what information is missing, agree on a realistic scope, complete only supported work, and explain what remains unresolved.
As a solo practice, I work directly with my clients. I review each step in the bookkeeping process to ensure accuracy, ensuring your books are complete and ready for handoff to your CPA or accountant.
Training and credentials
QuickBooks
Intuit QuickBooks Certification Level 1
Completed July 2026
Bookkeeping
Intuit Bookkeeping Certification
Completed July 2026
Advisory
Client Advisory Services Foundations
Completed July 2026
These credentials support the bookkeeping and QuickBooks Online focus of the practice. They do not represent CPA licensure, and James McGown Bookkeeping is not a CPA firm.
How I approach the work
— Keep the scope clear and manageable
— Use available records and written explanations rather than unsupported assumptions
— Protect passwords and sensitive information
— Use delegated QuickBooks access rather than shared credentials
— Separate routine bookkeeping from tax, legal, payroll, sales-tax, and other specialist matters
— Communicate missing information and unresolved items plainly
— Use software and AI-assisted administrative tools only within approved safeguards and human-review controls