Virtual Bookkeeping & Financial Advisory

Reliable bookkeeping and practical financial guidance for small business owners. I help keep your QuickBooks Online records accurate, your reporting useful, and your financial information working for you.

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Bruce Walters, founder of Sundial Accounting

Bruce WaltersSundial Accounting

Your Numbers Shouldn’t Leave You in the Dark

It's easy to find yourself in the dark when the books don't add up, or the reports don't tell you anything useful. That's where reliable bookkeeping and thoughtful financial guidance come in. Together, they provide a dependable foundation for tax preparation, understanding your business, and making decisions about what comes next.

Let's shed some light on those numbers and put them to work.

Get the books right

Whether your QuickBooks Online records need cleaning up or simply keeping current, I'll help establish accurate, reconciled books you can rely on. That gives us a dependable starting point for everything that follows.

Stay ready for tax time

Consistent bookkeeping stops tax season from being an annual emergency. I'll help keep your financial records organized and ready for your tax professional, so you're not left piecing everything together at year-end.

Understand your numbers

Your bookkeeping is current, but your reports aren't answering the questions that matter. I'll help you take a closer look at cash flow, profitability, and the financial details behind your business.

Know your next move

Thinking about hiring, changing prices, or expanding? Rather than relying on your bank balance and a gut feeling, we can work through the numbers, build forecasts, and look at the financial implications before you make your move.

Here's How I Can Help

Practical bookkeeping and financial advisory services to help you get your records in order, keep them reliable, and put your financial information to work.

Monthly Bookkeeping

Accurate bookkeeping, reconciliations, and monthly financial reporting.

QBO Catch-Up

Bring overdue transactions and reconciliations up to date.

QBO Clean-Up

Identify and correct errors and discrepancies in your QuickBooks records.

Financial Advisory

Cash flow forecasting, job costing, custom reports, and financial analysis.

Certified Where It Counts

We are an independent accounting firm and an authorized QuickBooks ProAdvisor. We are not employed by, affiliated with, or an official representative of Intuit Inc.

Beyond the Books

For business owners who want more from their bookkeeping than accurate records and standard financial reports.

Financial statements can tell you what happened, but they don't always explain why. A profitable month might still leave you short on cash. Revenue might be growing while margins are shrinking. Understanding what's behind those numbers takes a closer look.

I'll examine the numbers, ask questions about what's happening behind them, and help you understand what deserves your attention. Sometimes that means building a forecast. Other times, it's identifying overlooked expenses or figuring out why cash flow doesn't match expectations.

Profit on the P&L+$8,400

Change in the bank−$2,150

The differenceWhy?

Customers who haven't paid yet$6,300
Inventory bought ahead$2,900
Loan payments (not on the P&L)$1,350

That's the full $10,550, explained.

I've Been on Your Side of the Desk.

Before starting Sundial Accounting, I ran a small business myself. I know what it's like to grow a business while dealing with rising costs, unexpected problems, the annual tax-season scramble, and the constant stream of decisions that come with running it.

That experience taught me how valuable the right financial information can be.

My approach is straightforward: understand how the business operates, build bookkeeping and reporting workflows that support its unique needs, and make sure the financial information is useful to the person running it.

Here's How We Get Started

Step 1
Let's Talk
We'll discuss your business, your current bookkeeping, and what you're looking for.
Step 2
Review & Assess
I'll review your QuickBooks records and prepare a diagnostic report outlining my findings and recommendations.
Step 3
Make a Plan
You'll receive a clear proposal explaining the recommended services, scope of work, and pricing.
Step 4
Welcome to Sundial
Once we're in agreement, we'll complete onboarding and get started.

Common Questions

Anything else? Bring it to our first call.

Book a Call

My QuickBooks Online file is a mess. Is that a problem?

Not at all. QBO Catch-Up brings overdue transactions and reconciliations up to date, and QBO Clean-Up finds and corrects the errors and discrepancies, so you end up with books you can rely on.

Do you prepare tax returns?

My focus is the bookkeeping behind your return: keeping your records organized and ready for your tax professional, so you're not piecing everything together at year-end.

What's in the diagnostic report?

After reviewing your QuickBooks records, I'll outline what I found and what I recommend. It's the basis for the proposal you receive next.

How is pricing set?

Once the review is done, you'll receive a clear proposal explaining the recommended services, scope of work, and pricing.

Do we need to meet in person?

No. Sundial is a virtual practice, so we meet by video call or phone and your books stay in QuickBooks Online.

Let's See Where I Can Help.

Maybe your books need some attention. Maybe they're in good shape, but you're looking for more from your numbers. Either way, tell me a little about your business and what you're trying to accomplish. We'll figure out a sensible place to start.

Email me directly bruce@SundialAccounting.com

Prefer a video call or phone call? Book a call directly