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The QuickBooks Guy, LLC

The QuickBooks Guy, LLC

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Case Studies

How We Saved a Lawyer From a Tax Compliance Nightmare

March 26, 2025 by James Wegener

How We Saved a Lawyer From a Tax Compliance Nightmare

Initial Red Flags When a busy attorney contacted me for a quote, she wasn’t looking for ongoing bookkeeping help. Her only goal was to learn to categorize a few checks correctly. She had been managing her own books and felt confident that things were in order. But something in our conversation started raising red flags. […]

Filed Under: Case Studies, Freelancers Tagged With: Beginners

Case Study: $30,000 Tax Refund with Help From The QuickBooks Guy

February 23, 2024 by James Wegener

Case Study: $30,000 Tax Refund with Help From The QuickBooks Guy

Filed Under: Bookkeeping Tips, Case Studies Tagged With: Beginners

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This page may include affiliate links. If you make a purchase through them, we may earn a commission at no extra cost to you. All opinions are given in good faith. We appreciate your support!

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Affiliate Disclosure

This page may include affiliate links. If you make a purchase through them, we may earn a commission at no extra cost to you. All opinions are given in good faith. We appreciate your support!

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