Want free and impressive QBO Categories?Â
Ready to go and top notch chart of accounts for Multi-Member LLC's. If these don't work, find other chart of accounts for different entities.Â
ADD TO CARTLet this kickstart your accounting so you don't have to spend time overanalyzing QBO
Efficiently start off your QBO and reduce the time spent second-guessing your work. With 18+ years of accounting experience, I'm certain these will help record business financial transactions. You can customize them, but just like a map, you learn the primary route before learning you're own shortcuts. These are proven to be effective for multiple businesses and are notably CPA approved.
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Saves Time and Reduces Setup Hassle
Provides Professional Guidance and Best Practices
What Clients Are Saying
Dr. Alexander Ezzati, CEO: A Balance Within Acupuncture and Chiropractic
I’ve worked with Ana for a number of years and am so glad I have. She is trustworthy, knowledgeable and super reliable. These are qualities you definitely need in someone handling your books. Thank you Ana!
Jack Coleman
CEO, Fromyearsago Productions, Inc.
Ana has been a dream to work with. She’s smart, knowledgeable, thorough, and patient.  Patience is critical when working with my wife and me.  We’re not complete Luddites, but we’re Luddite adjacent.Â
She also has a great sense of humor, something accountants are, of course, famous for. Â
Knowledgeable, patient, and funny. What else could you want?
Rick Stoff
Co-Chair, Volunteer CollectiveÂ
Like you I started my own business, working at home, eager, but also sometimes feeling alone out there.
And it is not uncommon that the one person you talk to in those times is you bookkeeper who sort of triples as a business partner, financial advisor, and, most of all, a sounding board to listen to your ideas and plans
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You depend on that person, as I did on Ana Villalobos.
Many people can keep the books straight, but what a pleasure to have someone to keep you straight on course.
It is something to consider when you start your business and need support.
Don’ t we all?
A toast to your future  success
If you're looking for something more personalized
Contact me
Mentor Me Once
(1) One hour coaching session with me personally reviewing your specific accounting and business concern. It's a nice way of seeing if we connect after our free call together before committing to more.
$150.00 USD
Starter Package
From business setup to smooth operations — personalized coaching that guides you through entity selection, licenses, tax IDs, selecting accounting systems, payroll, and payment processing, so you can launch and grow with confidence. This coaching package are 4 - one hour long sessions where we cover everything listed below to get you started: Business entity selection – choose the right structure for your goals Look up name availability for your chosen structure Items related to your business structure: Virtual address Registered Agent Local business license Federal Identification Number City Business License State Employer Identification Number (applies only to payroll) Federal Employer Identification Number Select your accounting software - various QBO tiers to choose from if opting with them Tailored categories (chart of accounts) for your business Assistance setting up payment processing for your invoices or online platform Creating W9 template for your vendors as well as a summary of what contractors get a 1099 List of deductible expenses Payroll rules if applied for now or later Help with business credit card application if needed Connecting bank accounts to QBO Applying for QBO Bill Pay
$700.00 USD
Interim Controller
What’s Included: 25 hours of work on your specific business Budgeting & Forecasting Establish budgets in QuickBooks Online (Plus or Advanced plans) Build reliable forecasting models to guide business decisions Advanced Training for Administrative Support 1099 processing best practices Building a complete tax package for your CPA Balance sheet reconciliations Recording depreciation and amortization Capitalization rules — what to expense vs. what to capitalize Recording asset purchases (including real estate/home) Business-Specific Custom Reporting Profit share calculations Cash flow monitoring and projections Identifying and eliminating duplicate expenses Compliance Catch-Up California Secretary of State filings Local business license filings Systems & Process Improvements Recommendations for bill pay systems (if applicable) Build upload templates for high-volume transaction data
5 monthly payments of $750.00 USD
Frequently Asked Questions
Do you coach accountants and other professionals tasked with accounting that are not business owners, but in need of professional development?
Are your fees refundable?
What companies do you work with?
Why are there so many Chart of Account types in this offer?
Call me, it's also free
Tell me about you, your business, or your accounting development needs. I'm all ears
Call me