I provide ongoing QuickBooks Online bookkeeping tailored to the needs of your business, so your books stay accurate, current, and useful throughout the year.
-Bookkeeping services customized to your business and its specific needs
-Monthly reconciliations of bank accounts, credit cards, payroll activity, e-commerce platforms, and other applicable accounts
-Monthly management reports, including Profit & Loss, Balance Sheet, Cash Flow Statement, and Accounts Receivable/Payable reports when applicable
-Customized reporting options based on the information that is most useful to you
-Access to a secure client portal for sharing documents, answering bookkeeping questions, and collaborating as needed
-Optional consultation, video training, and financial reviews for clients who want additional support understanding their numbers
1. Intro Call
I’ll learn about your business, current bookkeeping setup, and what kind of support you need.
2. Review & Setup
If you already use QuickBooks Online, I may first review your books to determine whether cleanup is needed and confirm the monthly scope.
3. Ongoing Bookkeeping
Once everything is current, I’ll manage the monthly bookkeeping and reporting going forward.
Every business is different, so monthly bookkeeping is priced based on factors such as transaction volume, number of accounts, complexity, and the level of support needed. After the intro call and any required review, I’ll provide a custom monthly quote based on your actual bookkeeping needs.