Bookkeeping for Professionals
A dedicated bookkeeper sets up or migrates your QuickBooks, Xero, or Zoho Books file, codes every transaction, reconciles your accounts monthly, and hands you reports you can actually act on.
What's included
Whether you're starting fresh or cleaning up years of backlog, the scope covers setup through ongoing monthly accounting. Nothing is left as a gray area — the deliverables are defined upfront so you know exactly what's being done and when.
Setup & migration
A new accounting file is configured from the ground up on your preferred platform, or your existing data is migrated from spreadsheets, Excel trackers, or another accounting system. The chart of accounts is built around how your specific business actually operates, not a generic template that gets reworked later.
Daily transaction coding
Every bank and credit card transaction is reviewed and categorized correctly as it comes in. This keeps your books current throughout the month instead of leaving hundreds of uncategorized transactions to sort through at year-end, when mistakes are more likely and harder to catch.
Bank & credit card reconciliation
Every account is reconciled against your official statements on a monthly basis. This step confirms that what your accounting software shows actually matches what your bank and card issuer report, catching discrepancies, missing transactions, or duplicate entries before they compound.
Invoice & bill management
Accounts receivable and accounts payable are kept current, so outstanding invoices and unpaid bills don't slip through the cracks. This reduces the risk of double payments, missed collections, and cash flow surprises.
Cleanup projects
For businesses coming from a messy or neglected accounting file, cleanup work addresses miscategorized transactions, duplicate entries, and unreconciled accounts before ongoing monthly work begins. Starting from a clean, accurate baseline matters more than most business owners realize.
Monthly reporting
Profit & loss statements, balance sheets, and cash flow reports are delivered on a schedule you set, along with notes flagging anything unusual that needs your attention. Reports are built to be read and acted on, not just archived.
How it works
A structured onboarding process gets your account organized and accurate before regular monthly work begins, so there's no ambiguity about where things stand or what happens next.
Audit your file
Your current accounting setup — or lack of one — is reviewed in detail, regardless of which platform you're on. Any issues, gaps, or inconsistencies are flagged so you know exactly what needs to be addressed before ongoing work starts.
Configure QuickBooks
The chart of accounts, bank feed connections, and core workflows are built or corrected to reflect how your business actually generates revenue and incurs expenses, rather than relying on default settings that don't fit your operations.
Run the monthly close
Once the foundation is solid, the recurring cycle begins: transactions are coded, accounts are reconciled, and reports are delivered on the schedule you agreed to — every month, without exception.
Why QuickBooks With Us
A well-configured accounting file is only as reliable as the person maintaining it. These are the standards every engagement is built around.
One accountable point of contact
You work directly with your assigned accounting professional, not a rotating support queue where you have to re-explain your business every time you have a question.
A documented monthly checklist
Recurring tasks, deadlines, required source documents, and review steps are written down and visible — not left to memory or informal habit. This means consistency even if your business circumstances change.
Exceptions surfaced, not buried
Unusual transactions and missing information are raised with context so they get resolved quickly.
Related services
A clear onboarding process keeps access, responsibilities and expectations organized from day one.
Xero Bookkeeping
The same monthly discipline, built around Xero's workflow and reporting tools.
Zoho Books Bookkeeping
Setup, automation, and monthly bookkeeping for teams already on Zoho.
Payroll Management
Add payroll processing to your QuickBooks engagement, fully reconciled each cycle.
Engagements
Pricing depends on transaction volume, number of accounts, and whether cleanup work is required before ongoing bookkeeping begins.
Virtual Accounting
$100 / month starting
Suitable for simple, low-volume businesses. Your consultation confirms whether this starting plan fits.
Scope and deliverables agreed in advance
Dedicated point of contact
Monthly reconciliation workflow
Flexible add-ons as requirements grow
From the blog
Practical guides on bookkeeping, reporting and cloud accounting — written to answer the questions business owners actually search for.
Common questions
Still deciding? Share your current Virtual Accounting setup and we'll tell you honestly whether we're a good fit.
Do I need to already have an accounting system set up to get started?
No. We can set up an accounting file from scratch on your preferred platform, or migrate your existing records from spreadsheets or another system.
Which accounting platform should I use — QuickBooks, Xero, or Zoho Books?
The right platform depends on your transaction volume, team size, and whether you need specific integrations like payroll, inventory, or CRM connections. This is discussed and confirmed during onboarding.
How much does virtual accounting cost?
Plans start at $100 per month for simple, low-volume businesses. Final pricing depends on transaction volume, number of accounts, and reporting complexity.
Can you clean up an existing accounting file that's fallen behind?
Yes. Cleanup projects address miscategorized transactions, unreconciled accounts, and duplicate entries before ongoing monthly work begins, ensuring you start from an accurate baseline.
Yes. We scope bookkeeping for businesses that invoice, spend or hold accounts in multiple currencies using supported accounting software.
Will I work with the same person every month, or a different accountant each time?
You're assigned one dedicated accounting professional as your point of contact, so you're not repeating context with a different person every time you have a question or an unusual transaction to review.
Can you handle accounting for a business that invoices or holds accounts in multiple currencies?
Yes. Multi-currency accounting is scoped for businesses that invoice, spend, or hold accounts in multiple currencies using supported accounting software.