Your software categorizes fast. Someone still has to be right.
Vivian Seidner, CPA and Advanced QuickBooks ProAdvisor, catches what auto-categorization and bank feeds quietly get wrong, then teaches you to keep books clean or keeps them clean for you.
Books that tell the truth
Every invoice, deposit and fee matched, so the numbers you see each month are the numbers you can act on.
Income vs. expenses, first half-year
From invoice to report
How one payment travels through clean books.
Google Business Profile
Hours, directions and reviews for Vivian by the Numbers in Rockville, MD.
Four ways books go wrong in 2026
The tools got faster. The mistakes got quieter, and they now surface at tax time, loan review or due diligence.
Confidently wrong categories
Owner draws filed as payroll, processor payouts booked as gross sales. Rules repeat the same error every month until someone audits them.
Desktop to Online moves
Migrating without a data review carries list clutter, bad opening balances and broken reports into the new file.
Gusto, Bill.com, Stripe, bank
Each app is right on its own. Together they leave clearing accounts and payroll liabilities that never tie out.
Behind, or "Ask My Accountant"
Months of uncategorized items and unreconciled accounts. Cleanup turns the pile into reports a lender will accept.
Books health check
Tick what is true today.
Vivian Seidner, CPA
Practical, down-to-earth help for those who want to be self-sufficient and for those who don't. Thirty years of working inside other people's books has made her fast at finding the one entry that is wrong.
Software she works in
QuickBooks
- Desktop Basic, Pro, Premier
- Enterprise Solutions
- Online and Workforce products
- Premier editions: Contractor, Manufacturing and Wholesale, Nonprofit, Professional Services, Retail
Connected tools
- Xero and Sage
- Bill.com
- Gusto payroll (listed partner)
Industries
- Consulting, legal, government
- Non-profit and property management
- Real estate and development
- Software and design/engineering
Two ways to work together
Choose to learn it, hand it off, or start with a cleanup and decide after.
Self-sufficient owners
Vivian sets up your file, then trains you, often by phone with a shared screen.
- QuickBooks setup and training
- QuickBooks consulting, phone or on-site
- Solving the one problem others couldn't
Hand it to a CPA
An experienced professional keeps the books so you run the business.
- Bookkeeping and accounting
- Book cleanup and financial reporting
- Migrations, data review and year-end
What a cleanup looks like
Bank on the left, books on the right. Differences get traced and resolved until the balance agrees.
5.0 across 15 reviews
Verified client reviews on Intuit's ProAdvisor directory.
She empowered me to set up everything myself."QuickBooks Expert with a Heart," Jan 2020
A fix other bookkeepers and my accountant couldn't find, solved over the phone in minutes.Phone consult, Jan 2016
Extremely positive. She had all the dialogue boxes memorized.Annual filing support, Feb 2015
Find Vivian online
Check her credentials and reviews on the platforms you already trust.
QuickBooks ProAdvisor profile
Advanced ProAdvisor, certifications, services and 15 client reviews.
proadvisor.intuit.com ↗ LinkedInProfessional background
Career history and professional network.
linkedin.com ↗ GustoGusto partner directory
Listed payroll partner for Gusto clients.
gusto.com ↗ GoogleGoogle Business Profile
Hours, directions and reviews for the Rockville practice, on Google.
share.google ↗ DirectoryMaryland ProAdvisors
Intuit's Find an Accountant directory for Maryland.
quickbooks.intuit.com ↗Help is a phone call away
Rockville, MD 20853. Serving clients by phone, screen share and on-site.
Before you call
- Which QuickBooks product and version you use
- The problem, or the month you fell behind
- Which apps feed your books (payroll, bank, payments)
Google Business Profile
Find the office, read reviews and get directions to Rockville, MD 20853.