Here is what it offers and what to ask.
Danielson Bookkeeping is an eSEOspace client: we work on its website and search marketing. This guide uses the company's own published information, checked on 19 October 2026, and every source is listed at the end. We don't rate or score our clients. The company's site is a single page, so this guide is shorter than most in the series and says plainly where something is not published. Confirm details with Danielson Bookkeeping before you hire.
The short answer
Danielson Bookkeeping is a small-business bookkeeping firm run by Forrest Danielson, reachable at (850) 329-8206 and forrest@danielsonbookkeeping.com. Its site lists eight services: bookkeeping, payroll, budgeting, forecasting, financial reporting, consulting, book cleanup and tax services. It shows QuickBooks Online (Level 2) and QuickBooks Payroll ProAdvisor badges. The site does not publish prices, a street address or office hours; Forrest Danielson's LinkedIn profile, linked from the site, places him and Danielson Bookkeeping LLC in Lynn Haven, Florida. You start with a free consultation through the site's form, and the company says it replies within 24 hours.
| Business | Danielson Bookkeeping (Facebook and LinkedIn name: Danielson Bookkeeping LLC) |
|---|---|
| What it does | Bookkeeping, payroll, budgeting, forecasting, reporting, consulting, book cleanup and tax services for small businesses |
| Based in | Not published on the site; the owner's LinkedIn lists Lynn Haven, Florida |
| Owner / lead | Forrest Danielson |
| Credentials shown | QuickBooks Online ProAdvisor (Level 2) and QuickBooks Payroll badges, linked to Intuit's ProAdvisor directory |
| Experience | Home page counters show "40+" years of experience and "20+" industries served (company figures) |
| Price range | Not published; ask during the free consultation |
| Hours | Not published |
| Phone / email | (850) 329-8206 · forrest@danielsonbookkeeping.com |
| Website | danielsonbookkeeping.com |
What is Danielson Bookkeeping?
Danielson Bookkeeping is a bookkeeping and financial support service for small business owners. Its home page headline is "Bookkeeping done Right," and its tagline is "Time Back. Success Forward." The pitch is simple: the company takes over the work of keeping your books so you can spend your time running the business.
In its own words, the company offers "accurate, timely, and transparent bookkeeping services" that are "tailored specifically for small business owners," with the aim of giving owners "clarity, confidence, and control" over their numbers. It also says it goes "beyond bookkeeping" to help owners understand their financial story and make informed decisions, and that it keeps books "clean, compliant, and ready for success."
The site groups its reasons to choose the firm under three headings:
- Financial accuracy: the company says every transaction is recorded and "fully reconciled," so the books stay clean and compliant.
- Cash flow management: it says it helps owners see where their money goes and how to keep it working for them, with a "proactive approach."
- Support from start to finish: it promises ongoing support "from setup to success," so owners "never have to face your finances alone."
It is a small, owner-led firm rather than a large accounting practice. The site names one person, Forrest Danielson, and does not describe a wider team.
Who owns and runs Danielson Bookkeeping?
The site names Forrest Danielson and shows his photo next to his own short statement. He writes that he believes "Faith, Family, and Friends aren't just values, they're the reason we work hard in the first place," and that his goal is "to simplify your financial processes so you can focus on what truly matters."
He describes his work as helping businesses streamline operations, improve forecasting and make confident financial decisions, drawing on "years of experience in accounting and finance." He says he builds systems meant to support growth, improve efficiency and reduce complexity. The home page counters show "40+" years of experience and "20+" industries served. Those are the company's own figures; the site does not list the industries or break down the experience.
His LinkedIn profile, which the site links to from its header, lists his current company as Danielson Bookkeeping LLC and shows earlier work in Arizona and Seattle, plus graduate study at the Keller Graduate School of Management of DeVry University (2005 to 2008). The profile does not list job titles or dates for those roles. The site does not state a CPA license or an enrolled agent credential for him; if you need either, ask directly.
Is Danielson Bookkeeping legit?
People ask this about any small firm they find online before handing over bank logins and payroll. Here is what can be checked from public information:
- A named owner with a public profile. The site names Forrest Danielson, shows his photo and links to his LinkedIn profile, which ties him to Danielson Bookkeeping LLC.
- A working phone and email on the site. The company publishes (850) 329-8206 and forrest@danielsonbookkeeping.com, and a contact form.
- QuickBooks ProAdvisor badges. The site shows QuickBooks Online (Level 2) and QuickBooks Payroll badges, and links them to his listing in Intuit's ProAdvisor directory. That directory loads as an app and we could not read the listing with our tools, so we have not confirmed the badges independently. You can open the link yourself and check the certifications shown.
- A Facebook page. The site links to a Facebook page named Danielson Bookkeeping LLC.
- One client testimonial. The site shows a single testimonial, credited to Coastal Coffee Bar Co., which calls Forrest Danielson a "consummate professional" who was helpful in showing the owner the benefits of QuickBooks.
What is not available: the site does not publish a street address, a business registration number, prices, written engagement terms or a privacy policy. We tried to look up the LLC in Florida's state business registry, but the registry blocked our automated check, so we have not confirmed the filing. You can search the name yourself on the Florida Division of Corporations site (Sunbiz). Beyond that, the most useful checks are references from current clients, a written engagement letter and the QuickBooks certifications.
Where is Danielson Bookkeeping located?
The website does not publish a street address, a city or a service area. Two public clues point to northwest Florida: the business phone number uses the 850 area code, and Forrest Danielson's LinkedIn profile lists Lynn Haven, Florida as his location and the location of Danielson Bookkeeping LLC.
The site also does not say whether it works with clients in person, remotely, or both. QuickBooks Online and QuickBooks Payroll, the two products its badges cover, are cloud software, so many bookkeepers who use them work with clients remotely. If you are outside the Lynn Haven area, or prefer face-to-face meetings, ask during the free consultation. Office hours are not published either; the contact form says the company will be in touch within 24 hours.
What services does Danielson Bookkeeping offer?
The home page lists eight services, each with a one-line description. The company sums them up as "a full range of financial services designed to keep your business running smoothly and efficiently."
| Service | How the company describes it |
|---|---|
| Bookkeeping | Keeping financial records accurate, organized and up to date so you always know where the business stands |
| Payroll | Payroll management with accurate calculations, on-time payments and compliance with tax regulations |
| Budgeting | Clear budgets to plan ahead, control spending and reach financial goals |
| Forecasting | Insight into future financial trends, using data projections to inform decisions |
| Reporting | Detailed financial reports that turn complex numbers into usable insight |
| Consulting | Financial guidance on operations, growth opportunities and the bottom line |
| Book cleanup | Organizing and correcting past financial records for accuracy and compliance going forward |
| Tax services | Tax preparation, planning and filing support |
The site has no separate page for any service, so it does not say what is included in each one, how often work is delivered (weekly, monthly, quarterly), or which reports you receive. The sections below explain what each service usually involves and what to ask, so you can turn the one-line descriptions into a clear scope during the consultation.
Bookkeeping and book cleanup
Ongoing bookkeeping is the core service. The company says it records every transaction and fully reconciles the accounts. In practice, ongoing bookkeeping for a small business usually means categorizing bank and card transactions, reconciling each account against its statement, tracking what customers owe and what you owe vendors, and closing each month so the reports are reliable. The site does not say how often the books are closed or which software is used beyond QuickBooks, so ask for both.
Book cleanup is for owners whose records have fallen behind or contain errors. The company describes it as organizing and correcting past records "to ensure accuracy and compliance moving forward." Cleanup is often the first step before ongoing bookkeeping, because monthly work only helps once the starting balances are right. It is also common before a tax deadline, a loan application or a sale. Ask how far back the cleanup will go, whether it is priced separately from ongoing work, and what you will receive at the end (for example, reconciled accounts and a starting balance sheet).
The one published testimonial mentions help with QuickBooks itself, so setting up or reorganizing a QuickBooks file appears to be part of what the firm does. The site does not list QuickBooks setup or training as a separate service.
Payroll
The company says its payroll service covers accurate calculations, on-time payments and "full compliance with tax regulations." The site also shows a QuickBooks Payroll ProAdvisor badge, which suggests payroll is run in QuickBooks Payroll, though the site does not say so in words.
Payroll for a small employer usually includes setting up employees, calculating gross pay, withholdings and deductions, paying staff by direct deposit, and handling the related payroll tax deposits and filings. The site does not spell out which of these the company does, whether it files payroll tax returns on your behalf, or whether it covers contractors and year-end forms. Ask for a written list of who files what, because payroll tax deadlines carry penalties and you want no gap between what you assume and what the firm does.
Budgeting, forecasting and reporting
Three of the eight services are about using the numbers once they are clean:
- Budgeting: the company says it helps create "clear, effective budgets" to plan ahead and control spending.
- Forecasting: it describes forecasting as insight into future financial trends using "reliable data projections." Forrest Danielson's own statement also mentions helping businesses improve forecasting.
- Reporting: it promises "detailed financial reports" that turn complex numbers into insights.
The site does not list which reports are delivered. Small businesses commonly get a profit and loss statement, a balance sheet and a cash flow view each month, sometimes with a budget-versus-actual comparison. Ask which reports you will receive, how often, and whether a review call comes with them. The site's "Improve Cash Flow Management" heading suggests cash flow is a focus, so it is worth asking how the firm tracks and reports it.
Consulting
The company offers consulting to "improve operations, identify growth opportunities, and strengthen your bottom line." Forrest Danielson's statement describes this as building systems that support growth, improve efficiency and reduce complexity, and helping owners make confident financial decisions. The site does not describe a consulting process, a typical engagement or the topics covered, so treat it as something to scope with him directly. Consulting from a bookkeeper is financial and operational guidance. It is not legal advice or investment advice.
Does Danielson Bookkeeping do taxes?
The site lists tax services as one of its eight services and describes them as "professional tax preparation, planning, and filing support." It does not say which returns are covered (business, personal, payroll, sales tax), whether it prepares returns itself or works with an outside CPA, or what credentials apply to that work.
A few points help you ask the right questions. The IRS says that anyone who prepares or helps prepare federal tax returns for pay must have a valid Preparer Tax Identification Number (PTIN). The same IRS page notes that preparers without a CPA, enrolled agent or attorney credential can get only limited representation rights, through its Annual Filing Season Program. The site does not state a CPA license, an enrolled agent credential or a PTIN for Forrest Danielson. If tax preparation or IRS representation matters to you, ask who signs the return, whether they hold a PTIN, and who would speak to the IRS for you.
This guide is not tax advice. For decisions about your own taxes, talk to a CPA, an enrolled agent or a tax attorney.
What the QuickBooks ProAdvisor badges mean
The site shows two Intuit badges: QuickBooks Online (Level 2) and QuickBooks Payroll. Both link to Forrest Danielson's listing in Intuit's "Find an Accountant" ProAdvisor directory.
QuickBooks ProAdvisor certifications are issued by Intuit, the company that makes QuickBooks, to accountants and bookkeepers who pass its training exams. Intuit's training page lists QuickBooks Online Certification Level 1 as one of its certifications and says it offers "annual recertification," with a short recertification exam each year to keep the status. A Level 2 badge indicates a further QuickBooks Online exam beyond Level 1. A ProAdvisor certification shows software skill. It is not a state license, a CPA credential or a bookkeeping degree.
Because these certifications renew each year, the directory listing is the best place to see what is current. Open the link from the site's header, or ask Forrest Danielson to show his current certificates.
How much does Danielson Bookkeeping cost?
Prices are not published. The site does not list hourly rates, monthly packages or fees for cleanup, payroll or tax work. The way to get a price is the free consultation.
What typically drives a bookkeeping quote:
- Transaction volume: how many bank and card transactions are recorded each month.
- Number of accounts: each bank account, credit card and loan that must be reconciled.
- Payroll size: how many employees, how often they are paid, and in how many states.
- Condition of the books: a cleanup of months or years of past records is usually quoted separately.
- Extras: budgeting, forecasting, consulting and tax work on top of monthly bookkeeping.
Ask whether the price is a flat monthly fee or hourly, what is included, how cleanup is billed, whether payroll is priced per employee or per run, and whether software subscriptions are included or paid by you. Payment methods, contracts and cancellation terms are also not published, so get them in writing before you start.
How getting started works
The site describes only the first step: request a free consultation. The form asks for your name, email, phone number and a message, and says, "we'll be in contact within 24 hours." You can also call (850) 329-8206 or email forrest@danielsonbookkeeping.com.
Beyond that, the company says it supports clients "from setup to success," which suggests a setup or onboarding stage before ongoing work. The site does not describe the steps. A typical onboarding with a small bookkeeping firm looks like this, and you can ask how closely Danielson Bookkeeping follows it:
- A consultation to understand the business and what you need.
- A written proposal or engagement letter with scope and price.
- Access to your accounting software, bank feeds and past statements, ideally through user accounts rather than shared passwords.
- Cleanup of past records if needed.
- Regular monthly work, reports and check-ins.
How it compares with other options
| Option | What you get | Typical trade-off |
|---|---|---|
| Danielson Bookkeeping | An owner-led firm offering bookkeeping, payroll, planning, consulting, cleanup and tax services, with QuickBooks Online and Payroll badges | Prices, scope and location not published; one named person, so ask about backup coverage |
| Doing your own books in accounting software | Lowest cost and full control | Your time; errors often surface at tax time |
| A national online bookkeeping service | Packaged monthly plans and an app | Often a rotating team; less local or personal contact |
| A CPA firm | Bookkeeping plus tax preparation and IRS representation under one licensed roof | Usually higher rates; small clients may get junior staff |
| A payroll-only provider | Payroll processing and payroll tax filings | No bookkeeping, budgeting or advice |
| An in-house bookkeeper | Someone on site every day | Salary, benefits and cover for absences |
Who it suits, and who should look elsewhere
A good fit if you…
- Run a small business and want one person handling books, payroll and planning
- Use QuickBooks Online or QuickBooks Payroll, or want to move to them
- Need messy or late books cleaned up
- Want budgeting and forecasting help, not only data entry
- Prefer working with the owner directly rather than a large team
Look elsewhere if you…
- Need published prices before you make contact
- Need a CPA's audit, review or attest work, or IRS representation, and can't confirm credentials for it
- Want a large team with guaranteed backup coverage
- Need investment or legal advice
Questions to ask before you hire
- What exactly is included in monthly bookkeeping, and how often are the books closed and reconciled?
- Is pricing flat monthly or hourly, and how is cleanup work billed?
- Do you work remotely, in person, or both, and which areas do you serve?
- For payroll: do you file payroll tax returns and year-end forms, or only run payroll?
- For tax services: who prepares and signs returns, do they hold a PTIN, and is a CPA or enrolled agent involved?
- Which reports will I receive each month, and is there a review call?
- Who covers my account if you are unavailable?
- How do you handle access to my bank and software accounts, and what happens to my data if we part ways?
- Can I speak with a current client in a business like mine?
How to get started
- Fill in the free consultation form on the Danielson Bookkeeping site with your name, email, phone and a short note about your business.
- Or call (850) 329-8206 or email forrest@danielsonbookkeeping.com.
- Have recent bank and card statements, your accounting software login details and a list of what you need (bookkeeping, payroll, cleanup, tax) ready for the consultation.
- Ask for the scope and price in writing before you share account access.
Terms you'll see
- Reconciliation: matching the transactions in your books to your bank or card statement so the balances agree.
- Book cleanup: correcting and catching up past records so the books are accurate from a known starting point.
- Forecasting: projecting future income, costs and cash based on past results and plans.
- QuickBooks ProAdvisor: Intuit's program for accounting professionals who work with QuickBooks; certifications are earned by exam and renewed each year.
- PTIN: the Preparer Tax Identification Number the IRS requires of anyone paid to prepare federal tax returns.
- Enrolled agent (EA): a tax professional licensed by the IRS to represent taxpayers.
Frequently asked questions
Who owns Danielson Bookkeeping?
The site names Forrest Danielson as the person behind Danielson Bookkeeping. His LinkedIn profile lists him at Danielson Bookkeeping LLC.
Where is Danielson Bookkeeping located?
Danielson Bookkeeping's website does not publish an address. Its phone number uses Florida's 850 area code, and Forrest Danielson's LinkedIn profile lists Lynn Haven, Florida.
How much does Danielson Bookkeeping charge?
Danielson Bookkeeping does not publish prices. Request the free consultation to get a quote based on your transaction volume, payroll and any cleanup work.
Does Danielson Bookkeeping offer a free consultation?
Yes. The site offers a free consultation through its contact form and says the company will be in contact within 24 hours.
What services does Danielson Bookkeeping offer?
The site lists bookkeeping, payroll, budgeting, forecasting, reporting, consulting, book cleanup and tax services for small businesses.
Is Forrest Danielson a QuickBooks ProAdvisor?
The Danielson Bookkeeping site shows QuickBooks Online (Level 2) and QuickBooks Payroll ProAdvisor badges linked to his Intuit directory listing. Certifications renew yearly, so check the listing for current status.
Is Forrest Danielson a CPA?
The Danielson Bookkeeping site does not state a CPA license or an enrolled agent credential for him. Ask directly if you need CPA or EA services.
Does Danielson Bookkeeping prepare tax returns?
The site lists tax services described as tax preparation, planning and filing support. It does not say which returns are covered or who signs them, so ask before you hire.
Can Danielson Bookkeeping fix books that are behind?
Yes, book cleanup is one of its listed services: organizing and correcting past records so they are accurate going forward.
Does Danielson Bookkeeping do payroll?
Yes. Payroll is a listed service, and the site shows a QuickBooks Payroll badge. Ask which payroll tax filings are included.
Does Danielson Bookkeeping work remotely?
The site does not say. Its listed tools, QuickBooks Online and QuickBooks Payroll, are cloud-based, so ask during the consultation whether it serves clients outside its local area.
How do I contact Danielson Bookkeeping?
Call (850) 329-8206, email forrest@danielsonbookkeeping.com, or use the consultation form on danielsonbookkeeping.com.
What are Danielson Bookkeeping's hours?
Office hours are not published. Call or use the form; the company says it replies within 24 hours.
Sources
All pages checked on 19 October 2026.
- Danielson Bookkeeping, home page (services, about, testimonial, contact): danielsonbookkeeping.com
- Forrest Danielson, LinkedIn profile (linked from the site): linkedin.com/in/forrestdanielson
- Danielson Bookkeeping LLC, Facebook page (linked from the site): facebook.com
- Intuit QuickBooks ProAdvisor directory listing (linked from the site; could not be read with our tools): proadvisor.intuit.com
- Intuit, QuickBooks ProAdvisor training and certification: quickbooks.intuit.com/accountants/training-certification
- IRS, PTIN requirements for tax return preparers: irs.gov
- Florida Division of Corporations business search: search.sunbiz.org
