Organized Financial Systems for Service-Based Businesses
I help business owners bring order to QuickBooks, understand what their numbers are telling them, and build practical financial systems that support the way their business actually works.
Based in Madison, in Lake County, Ohio, I support salons, spas, med spas, professional service firms and other service-based businesses remotely throughout the United States and in person for qualifying businesses across Northeast Ohio, including Mentor, Willoughby, Painesville and Chardon.
QuickBooks Online
Certified Levels 1 and 2
QuickBooks Workforce
Certified ProAdvisor
Direct Support
Work directly with De'Anne
Why Choose South Ridge Financial Solutions
QuickBooks ProAdvisor
Certified in QuickBooks Online Levels 1 and 2, as well as QuickBooks Workforce.
Built Around Your Business
Every business works differently. I take the time to understand how yours operates.
Work Directly With De'Anne
You are not passed between departments or left explaining your business to someone new.
More Than Updated Books
I look beyond whether the accounts balance, following the trail until I understand what happened.
Certified QuickBooks Experience
As a certified QuickBooks ProAdvisor in Levels 1 and 2, as well as QuickBooks Workforce, I bring hands-on experience in QuickBooks cleanup, monthly financial management, payroll, POS reconciliation, and improving the systems around the books.
Built Around How Your Business Operates
Your financial systems should reflect how money actually moves through your business. I take the time to understand your income, expenses, payment platforms, payroll, and day-to-day processes before deciding how everything should be organized.
You Talk Directly to Me
When you work with South Ridge, you work directly with me. I get to know your business, your systems, and the questions that matter to you, so you are not starting from the beginning each time you need support.
Understanding What Is Behind the Numbers
The goal is not simply to produce reports. It is to make sure the information is accurate, understandable, and useful when you need to make decisions about your business.
“Thank goodness for South Ridge Financial. Thanks to De'Anne she helps keep my books up to date and I have more time I can spend teaching rather than on the computer!”
Gail Hakli
Business Owner · Middlefield, OH
Three Ways Your Business Is Supported
Designed for service-based businesses that need organized QuickBooks records, reliable reporting, and financial systems that make sense for the way they operate.
Monthly Bookkeeping and Reporting
Understand where your business stands with organized books and financial reports you can use.
Reconciled books, monthly Profit and Loss and Balance Sheet reports, and careful review of your business's financial activity, helping you understand where your business stands.
QuickBooks Setup, Cleanup, and Payroll
A financial system that works the way your business actually runs.
Whether you need a clean setup, a backlog reset, or payroll properly integrated, the work is done carefully and kept current month to month. POS platforms like Clover, Boulevard, and Vagaro included.
Financial Planning and Advisory
Additional support when you need more than monthly reporting.
For clients who need more than monthly reporting, advisory work can be added to the service. KPI tracking, profitability reviews, cash flow planning, and regular review meetings. Scope and pricing are agreed in advance.
How Getting Started Works
Getting started is straightforward, and it's built for business owners who value their time.
- Step 01
Discovery Call (Free)
A relaxed 20-minute conversation about your business, how your finances are currently managed and where you may need support. We'll discuss your priorities and whether South Ridge is the right fit.
- Step 02
Financial Diagnostic
A paid, structured review of your QuickBooks Online file, chart of accounts, reconciliation status, reporting accuracy, workflow gaps, and potential areas of risk. Pricing is based on the scope and complexity of the review and is confirmed before any work begins. You receive a written summary with clear next-step recommendations. If you proceed with monthly services, the diagnostic fee is credited toward your first month.
- Step 03
Long-Term Financial Partnership
Your books stay current, your reports arrive on time, and you always have a direct line to your financial partner. When something comes up, you message me directly.
In Their Own Words
“Thank goodness for South Ridge Financial. Thanks to De'Anne she helps keep my books up to date and I have more time I can spend teaching rather than on the computer!”
Gail Hakli
Business Owner
Middlefield, OH
“I used South Ridge Financial Solutions to assist me with my use of QuickBooks for my LLC. They were instrumental in my successful submission of my first year's taxes. I would not hesitate to recommend their services.”
Richard Taylor
Business Owner
Myrtle Beach, SC
“Working with De'Anne has been a huge relief. She brought structure to our finances, cleaned everything up, and now our monthly reports actually make sense. It's taken a lot of stress off our plate.”
Owner, Professional Services Firm
Cleveland, OH
A Note from De'Anne
If you've found your way here, welcome.
There's usually a reason people reach out to me. Sometimes it's because their bookkeeping has fallen behind. Sometimes they've outgrown doing it themselves. And sometimes they just have that feeling that something isn't quite right, but they can't put their finger on it.
Whatever brought you here, you're probably looking for someone you can trust.
I'm naturally more of a listener than a talker. I like to understand what's really happening before I offer an opinion or recommend what should happen next.
I'm not someone who will give you a big sales pitch or try to convince you that you need something you don't. I'd rather ask the right questions, look carefully at the numbers, and give you an honest answer.
Once I start working through a set of books, though, I'm very confident in what I do. If something doesn't make sense, I'll keep digging until I understand why.
I've never believed this work is just about reconciling bank accounts or producing reports every month. Those things matter, of course, but what matters even more is whether the numbers actually reflect what's happening in your business.
When I work with a client, I want to understand how the business operates, where the money comes from, what's causing concern, and what you're trying to achieve. The financial systems should support those conversations, not just sit there waiting for tax time.
That's why every new client starts with a Discovery Call and a Financial Diagnostic. I want to understand your business before I tell you what I think needs attention.
If we decide to work together, you'll deal directly with me. South Ridge is intentionally built around working with a smaller number of clients because I'd rather know each business properly than try to be everything to everyone.
If that sounds like the kind of support you're looking for, I'd be happy to have a conversation.
De'Anne
Owner, South Ridge Financial Solutions
Curious If This Is a Good Fit?
The Discovery Call is a free 20-minute conversation. Pick a time and we'll talk through what's going on with your books.
Book a Discovery CallServing service-based businesses across Ohio and remotely throughout the United States.