Small Business Bookkeeper · QuickBooks Online Expert · Fully Remote

Clean Books. Clear Numbers. Finally.

I help small business owners get their books clean, organized, and stress-free. QuickBooks Online is my platform, and I specialize in the practical work that keeps your business running: AP, AR, payroll, reconciliations, and month-end close. Fully remote across the USA.

Work with me See my work →
Brian Chan, Full-Charge Bookkeeper
17+ Years experience
4 Industries served
7+ Years owning a business
100% CPA-ready books
QuickBooks Online
Full-Cycle Bookkeeping
Payroll & 1099 Preparation
AP · AR · Reconciliations
✦ Fully Remote
QBO ProAdvisor Certified
QuickBooks OnlineFull-Charge BookkeeperMonth-End CloseAccounts PayableAccounts ReceivableBank ReconciliationGeneral LedgerPayroll Processing1099 PreparationBookkeeping CleanupSmall Business BookkeepingQBO Setup & MigrationCash Flow ManagementCPA-Ready BooksVendor ManagementQuickBooks OnlineFull-Charge BookkeeperMonth-End CloseAccounts PayableAccounts ReceivableBank ReconciliationGeneral LedgerPayroll Processing1099 PreparationBookkeeping CleanupSmall Business BookkeepingQBO Setup & MigrationCash Flow ManagementCPA-Ready BooksVendor Management
What I do

How I Help Small Businesses

Wherever your books are right now, messy, behind, or just in need of a professional eye, I've seen it and fixed it.

01

Full-Charge Bookkeeping

Complete ownership of your books. Not just data entry. I manage the full accounting cycle so you never have to worry whether the numbers are right.

QuickBooks OnlineAP & ARPayroll Month-End CloseYear-End Close1099 Prep General LedgerBank Reconciliation
02

Financial Reporting & Controls

Clean reconciliations, COGS monitoring, cash flow visibility, and CPA-ready reports. The financial clarity owners need to make confident decisions.

Cash Flow ManagementCOGS Controls BudgetingForecasting Financial StatementsVariance AnalysisGoogle Sheets
03

Operations & Systems Setup

Whether you need a full QBO setup, a migration from another system, or a cleanup of years of messy books, I build the kind of systems that hold up and make your life easier.

QBO Setup & CleanupVendor Management Bill PayPOS Reconciliation Software IntegrationProcess DesignCPA Coordination
QBO
QuickBooks Online: my primary platform, inside and out QBO QuickBooks Online ProAdvisor Certified

Setup, cleanup, migrations from legacy systems, chart of accounts, reconciliations, payroll. If your books are in QBO, or need to be, I know exactly what to do. It's the platform I use with every client.

QBOExpert
How I work

Simple. Reliable. No surprises.

Fully remote, organized, and proactive. Here's my typical engagement process.

01

Discovery Call

We talk through where your books stand, what you need from a bookkeeper, and whether we're a good fit. No pressure.

02

Assess & Scope

Before I touch anything, I look at your current books and how things are set up. I want to understand the full picture before I recommend anything.

03

Clean & Build

Cleanup, QBO migration, or starting fresh. I get your books organized, categorized, and current.

04

Maintain & Report

Monthly close, reconciliations, payroll, reporting. Your CPA gets clean books. You get a clear picture of where you stand.

Portfolio

Portfolio

Client details are redacted to protect confidentiality. Work samples and references available upon request.

Financial Modeling · Investor Materials · 2026
Six-Month Financial Projection: Bar & Hospitality Venture

Built a complete investor-ready financial package from scratch: key assumptions, seasonality-adjusted monthly sales forecast, month-by-month P&L, cost control targets with watch thresholds, full cash flow statement, and executive summary with investor repayment impact analysis.

Key AssumptionsSales Forecast Monthly P&LCost Controls Cash FlowSummary
$307KProjected 7-month revenue
$45KMonthly break-even
4 of 7Months above break-even
6Slide deliverable
Client redacted Available on request →
Case 01 · Business Launch

Built a Bar From Zero: Business Plan, Capital & Books

Wrote the business plan, raised outside capital, built the books in QBO from scratch before day one, and ran the full financial operation solo for 7+ years while managing the bar.

Outcome: Books stayed clean and CPA-ready for 7+ years while managing the full financial operation solo.
Business plan available under NDA
Case 02 · Startup Finance

Stretched the Runway at a Venture-Backed Startup

Owned cash flow and runway management through lean stretches, presented financials to the Board monthly, and sat on the Executive Team as the operational lead under the CEO.

Outcome: Helped the company manage through lean periods by keeping cash flow tight and financial reporting clear.
Tactus Technology
Case 03 · Practice Modernization

Modernized a Legacy Practice So They Could Retire

The practice was running on Quicken and paper ledgers when I arrived. I migrated everything to QBO, upgraded the practice management software, and got them onto e-claims and digital radiography.

Outcome: By the time I was done, the practice was organized, modern, and ready to be sold.
Walter Tickner DDS
Work history

17+ years across multiple industries

May 2026 – Present
Owner & Principal Consultant
BC Consulting · Remote
  • Provide bookkeeping, cleanup, and catch-up bookkeeping services for small business clients, including month-end support.
  • Perform QuickBooks Online assessments, reconciliations, journal entries, and financial reporting for clients.
  • Develop standardized client onboarding processes, proposals, and Statements of Work to structure new engagements consistently.
  • Advise small business owners on accounting workflows, financial organization, and operational improvements to support better day-to-day decision-making.
Aug 2018 – Mar 2026
Owner & Operator
Tiger's Taproom · F&B
  • Wrote the full business plan, built the financial model, and raised outside capital. Handled everything from concept to opening day.
  • Set up the entire QBO bookkeeping infrastructure from scratch before opening: chart of accounts, vendor records, payroll, workflows.
  • Handled all AP, AR, payroll, month-end and year-end close, and 1099 preparation while coordinating with the CPA throughout.
  • Tracked COGS monthly and built cost controls that kept margins where they needed to be.
  • Managed all vendor relationships, onboarding, and bill pay while keeping costs in check.
  • Kept books audit-ready for 7+ years. Supported all CPA work and annual tax prep throughout.
Feb 2016 – Jul 2018
Senior Director, Business Operations
Tactus Technology · Startup
Promoted from Office Manager within 9 months.
  • Owned budgeting, forecasting, and cash flow for a venture-backed startup, reporting directly to the CEO.
  • Presented monthly financials and cash flow analysis directly to the CEO and Board of Directors.
  • Sat on the Executive Team as operational lead under the CEO, covering logistics, vendors, and day-to-day operations.
  • Extended company runway through tight expense management and real-time cash monitoring during lean periods.
Jun 2015 – Feb 2016
Office Manager, Finance Operations
Tactus Technology · Startup
  • Managed AP, purchase orders, and expense tracking in QuickBooks Online.
  • Supported financial reporting and operational processes across the company.
  • Kept financial records clean, coordinated with vendors, and handled monthly bank reconciliations.
  • Promoted to Senior Director within 9 months.
Jan 2013 – Sep 2017
Freelance Bookkeeper
The Fireside Lounge · Hospitality
Concurrent client engagement.
  • Handled monthly bank reconciliations and produced P&L statements, balance sheets, and payroll audits.
  • Managed AP and kept GL classifications accurate across all transactions.
  • Worked with CPA on year-end adjustments and 1099s for independent contractors.
May 2010 – May 2015
Office Manager & Finance Coordinator
Walter Tickner DDS · Healthcare
  • Walked into a practice still running on Quicken and paper ledgers. Migrated everything to QuickBooks Online and rebuilt the books properly.
  • Upgraded practice management software and brought in digital radiography, which improved how the office ran day to day.
  • Switched the practice to e-claims, which sped up insurance reimbursements and improved collections.
  • Managed full-cycle bookkeeping: AP, AR, payroll, patient billing, and monthly bank reconciliations.
  • Left the practice organized, modernized, and ready to be sold.
May 2002 – May 2015
Bookkeeper & General Manager
World Ground Café · F&B
  • Managed full-cycle bookkeeping: AP, AR, payroll, and monthly bank reconciliations.
  • Ran daily operations for a high-volume cafe with 10+ employees, managing all financial and administrative functions.
  • Processed bi-weekly payroll for both cafe locations using QuickBooks Enhanced Payroll.
  • Supported CPA with reporting and tax prep for timely filings.
Brian Chan Full-Charge Bookkeeper
Based in
Alameda, CA
✦ Fully Remote
Available for
Full-time · Fractional · Contract · Part-time
Industries
Hospitality · Healthcare · Startups · Retail · Small Business
Core tools
QuickBooks Online · Google Sheets · MS Office · Square
Certifications
QBO QuickBooks ProAdvisor Certified
LinkedIn
linkedin.com/in/brian-chan-4234a196
About

Practical finance, done right


I've spent 17+ years helping small businesses get their books right, and I genuinely enjoy the work. There's something satisfying about taking a messy set of books and making them make sense. Whether that's a cleanup, a fresh QBO setup, or just being a reliable monthly bookkeeper, that's where I do my best work.

My background is a little different from most bookkeepers. I wrote the business plan, raised the capital, and ran the books for my own bar for seven years. I know what it feels like to be a small business owner looking at a P&L at midnight. Before that, I managed cash flow for a growing tech startup and once walked into a dental practice running on paper ledgers and modernized the whole operation so the owners could retire.

That range shapes how I work with clients. I understand the pressure of running a business, not just the accounting side of it. I use QuickBooks Online for everything, I work fully remotely, and I communicate clearly, no jargon, no surprises. If that sounds like what you've been looking for, let's talk.

Contact

Let's work together

If your books are behind, messy, or you just need a reliable bookkeeper to take it off your plate, reach out. I work with small businesses across the USA, fully remote. Let's figure out if I'm a good fit for you.

Brian Chan
Brian Chan
Full-Charge Bookkeeper
allenbrianchan@gmail.com LinkedIn Alameda, CA · USA Remote Download Resume
I typically respond within 1 business day.