QuickBooks Online · Certified support
Running a business shouldn't mean wondering whether your books are accurate. A dedicated bookkeeper sets up or cleans up your QuickBooks Online file, categorizes every transaction as it happens, reconciles your accounts every month, and delivers reports you can actually use to make decisions — not just file away.
What's included
Whether you're starting fresh or cleaning up years of backlog, the scope covers setup through ongoing monthly bookkeeping.
Setup & migration
A new QuickBooks Online account is configured from the ground up, or your existing data is migrated from spreadsheets, Excel trackers, or another accounting platform. 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 QuickBooks 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 QuickBooks file, cleanup work addresses miscategorized transactions, duplicate entries, and unreconciled accounts before ongoing monthly bookkeeping begins. Starting from a clean, accurate baseline matters more than most business owners realize./p>
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
We review your current QuickBooks setup (or lack of one) and flag what needs cleanup before ongoing work starts.
Configure QuickBooks
Chart of accounts, bank feeds, and workflows are built or corrected to match how your business actually operates.
Run the monthly close
Transactions coded, accounts reconciled, and reports delivered on an agreed schedule, every month.
Why QuickBooks with us
A well-configured QuickBooks file is only as good as the person maintaining it — this is what our bookkeepers keep in check every month.
One accountable point of contact
Work directly with your assigned bookkeeping professional instead of repeating context through support layers.
A documented monthly checklist
Your recurring tasks, deadlines, source documents and review steps are written down and visible.
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.
QuickBooks bookkeeping
$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 QuickBooks setup and we'll tell you honestly whether we're a good fit.
Do I need to already have a QuickBooks account to get started?
No. QuickBooks Online can be set up from scratch, or your existing records can be migrated from spreadsheets, Excel, or another accounting platform.
Which QuickBooks plan should I use?
The right QuickBooks Online plan depends on your transaction volume, number of users, and whether you need payroll or inventory features. This is assessed and configured during onboarding, not left for you to guess.
How much does QuickBooks bookkeeping cost?
Plans start at $100 per month for simple, low-volume businesses. Final pricing depends on transaction volume, number of accounts, and reporting complexity, and is confirmed during your consultation.
Can you clean up an existing QuickBooks file that's fallen behind?
Yes. Cleanup projects address miscategorized transactions, unreconciled accounts, and duplicate entries before ongoing monthly bookkeeping 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.
How long does onboarding take before regular monthly bookkeeping begins?
Onboarding timelines vary based on the current state of your file and the complexity of your business, but the process is structured to move from audit to configuration to your first monthly close as efficiently as possible.
Yes. We scope bookkeeping for businesses that invoice, spend or hold accounts in multiple currencies using supported accounting software.