1:1 QuickBooks & US Tax Accounting Troubleshooting Coaching

Practical, Real-Time Guidance for Bookkeepers and Accountants with Clients

When you already have clients, every mistake can cost time, money, and credibility. This 1:1 session is built for bookkeepers and accountants who are actively working with clients but get stuck in either QuickBooks or US Tax Accounting scenarios.

Let me share a story to you.

"Pwede ba talagang hulaan ang figures sa tax return?! Makukulong ba pag ganon?"

This isn’t just troubleshooting. It’s a serious matter that directly impacts your client.

Dalawa ang possible na maging result ng pagkakamali, makukulong or mapepenalize si client.

Depende sa bigat!

Anyway, I have received an email asking for help. She’s not even the business owner. She’s just someone who cares deeply about doing things right for her boss and their medspa. Itago natin sa pangalan na ABC Aesthetics in California. (Yes pinalitan ko name for privacy)

But here's the problem:

  • The lawyer, yes. A lawyer, not an accountant or tax professional was the one who filed their 2024 tax return.

  • Instead of actuals, he guessed the numbers.

  • Expenses and income were manually adjusted based on what seemed "reasonable" to him not based on records.

  • No official business bank account.

  • Personal cards were used.

  • And now, they just received a notice their return is now under IRS review.

Jessa came to us for a 1:1 Accounting & QuickBooks Troubleshooting Coaching, asking for guidance.

Imbis na pang Accounting and Quickbooks ang 1:1 naging pang tax accounting tuloy ang usapan haha. Pero that’s okay since we have Julius, the Senior Tax Accountant of the team and have a deep knowledge about the concern of Jessa.

So ayon, he decided to step in.

Here’s what Julius found:

  • The business sales was reported as zero on the return, even though there were sales tracked in Vagaro.

  • Expenses had no proof puro lang estimates.

  • There was no business bank account

  • All business activities were paid through personal accounts even from the client’s parent.

Let that sink in...

So what did we do?

  • We helped recognize the income and expenses accurately using actual records.

  • We guided her in identifying fixed assets and their depreciable lives.

  • We walked her through how IRS audits work (and how to face them).

  • We emphasized the need to set up separate bank/credit card accounts for the business.

And lastly, we gave her homework to journalize everything properly and prep for a second session.

Kasi hindi madali ang case and need ng check in progress about it lalo na may need pa itanong or iclarify sa client.

And let me tell you about our student, Jessa…

Even if this wasn't her business, Jessa asked all the right questions. She stayed calm. She showed up. She investigated everything she could from QBO.

It’s this kind of proactiveness that can save a business from penalties, stress, and reputational damage.

To any business owner or admin out there:

Don’t wait for a tax notice. Don’t guess your numbers. Don’t mix personal and business finances. And please don’t let just anyone file your taxes.

You don’t need another theory-based tutorial you need hands-on troubleshooting to resolve real issues and deliver confidently.

Who Will Coach You

You’ll be guided by Katy and Julius Carmen, CPA.

  • Katy has worked with foreign clients for almost 3 years as a US Bookkeeper / US Accountants across different states managing 2 clients.

  • Julius is a Senior US/AU Tax Accountant with over 10 years of professional experience. He currently manages 3 US-based clients across different states and 1 AU-Based client and is highly skilled in QuickBooks, Xero and multiple tax software platforms.

Together, we bring deep expertise in both bookkeeping and US/AU tax accounting, ensuring that whatever your client’s challenge is we’ll walk you through resolving it.

What We Cover in Troubleshooting

This isn’t a generic lesson. We customize the session to your client’s case and walk through the solution step-by-step.

Common Bookkeeping Troubleshooting Cases:

  • Bank Reconciliation Issues - unbalanced accounts, missing transactions, or reconciliation discrepancies.

  • Chart of Accounts Confusion - correcting COA setups to align with client business models and GAAP.

  • Incorrect Journal Entries – fixing misclassified entries, tax mapping errors, or retained earnings adjustments.

  • Undeposited Funds Problems – resolving money “stuck” in undeposited funds.

  • Payroll Mapping & Clearing – correcting payroll entries, reconciliations, and clearing accounts.

  • Cleanup Projects – tackling messy client files with step-by-step guidance.

Common US Tax Accounting Troubleshooting Cases:

  • Multi-State Tax Issues – guiding apportionment and allocation for clients operating in several states.

  • Sales Tax & Use Tax Errors – correcting setups in QBO and ensuring compliance across states.

  • Tax Basis vs Book Basis Confusion – handling differences between accounting books and IRS requirements.

  • Depreciation & Fixed Assets – ensuring assets are properly tracked for tax deductions.

  • Incorrect Mapping in Tax Software – fixing errors in ProConnect, Lacerte, Drake, or other software.

  • Partnerships, LLCs, and S-Corps – troubleshooting entity-specific tax issues.

  • Cleanup of Prior-Year Returns – diagnosing and resolving errors carried into the current year.

No matter what tax software you or your client uses: QuickBooks, ProConnect, Drake, Lacerte, or others, we’ll help you troubleshoot and resolve your case.

why this matters

When you’re serving paying clients, you can’t afford to guess. This 1:1 troubleshooting is designed to help you:

Deliver accurate, reliable outputs to clients.

Build confidence in handling complex cases.

Avoid costly mistakes that could risk your reputation.

Ready To Solve Your Bookkeeping Problems?

💰 Rate: ₱2,000 per session (1 hour) - Bookkeeping Troubleshooting

For freelancers and bookkeepers handling client files in QuickBooks, Prentus, Xero who need step-by-step support to fix issues.

💰 ₱3,000 per session (1 hour) – US Tax Accounting Troubleshooting

For accountants and tax professionals working on client tax returns who need expert-level guidance to resolve complex tax cases.

Bonus: If we run 15–20 minutes over, there’s no additional charge for both services.