What’s Included in Bookkeeping Services (And How DBR Supports Office Staff & Admins Behind the Scenes)

If you’re the office manager, admin assistant, or bookkeeper supporting a service-based business, you know how much weight you carry.

From handling receipts and invoices to chasing down payments and organizing reports — bookkeeping is a critical part of keeping the business running smoothly.

At DBR Bookkeeping, we don’t just help the business owner — we support the team behind the scenes. We give you the tools, training, and mentorship you need to feel confident managing QuickBooks and staying organized.

✅ What’s Included in Bookkeeping Services?

• Monthly Bookkeeping Support
  We’ll help you keep everything up-to-date, from income and expenses to reconciliations and reports.

• QuickBooks Cleanups
  If you inherited a messy QBO file or didn’t get training, we’ll clean it up and walk you through the changes so you’re not left guessing.

• Invoicing & Payment Tracking
  We can help you create invoicing templates, automate reminders, and track payments without the stress.

• Custom Reports Made Simple
  Learn how to pull the right reports — Profit & Loss, Balance Sheet, or Cash Flow — and actually understand what they mean.

🧼 QBO Cleanup & Training

Even experienced office staff run into QuickBooks issues — we’ve seen it all. Our cleanup process includes:

• Fixing uncategorized or duplicate transactions

• Matching payments with invoices

• Setting up rules for recurring vendors and customers

• Creating a clean, organized chart of accounts

Then, we train you to keep it that way.

🎓 QuickBooks Training for Admins & Teams

Inside the DBR Bookkeeping Skool community, you’ll get:

• Easy-to-follow QBO tutorials

• Weekly office hours with a QuickBooks ProAdvisor

• Answers to bookkeeping questions (without judgment)

• Systems for organizing receipts, tracking jobs, and managing vendors

Whether you’re new to QuickBooks or just want to sharpen your skills, we’re here to help you feel capable and confident.

💬 Real-World Support for Real-World Tasks

We also offer small business mentorship and coaching in areas that office staff are often asked to manage:

• Creating service packages & pricing models

• Managing team expenses and vendor payments

• Building financial systems for growth

• Tracking job costs and client profitability

You’ll be more than “just the admin” — you’ll be an integral part of the business strategy.

🛠️ Free QBO Diagnostic Review

Not sure how your QuickBooks is set up? We’ll review it for free and send you a custom report on what’s working, what’s not, and what we recommend — all with your input in mind.

FAQ

I’ve never been trained in QuickBooks — can you help?
Yes! We specialize in training office staff and team members, not just the business owner.

Do I need accounting experience to manage bookkeeping?
No — we break things down clearly so you can learn without feeling overwhelmed.

Can more than one person from our team join the community?
Yes. We support multiple team members so everyone stays on the same page.

What if I make a mistake in QuickBooks?
We’re here to help you fix it — no shame, no blame.

📅 Want to stop feeling lost in QuickBooks?
Book a free call with Dr. Bryan Raya, QuickBooks ProAdvisor and bookkeeping mentor:
👉 Schedule Your Call

And join the DBR Bookkeeping Skool community to get the tools and support you need.

Let’s start Doing Business Right.

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