New Business QuickBooks Online Set Up

  • Get your financial foundation right from the very beginning. Our streamlined QBO setup service creates a customized, clean, and compliant system, ensuring your books are ready for immediate, accurate, and stress-free operation from day one. We handle the initial complexity so you can focus on building your business. Ask us how you can get a discount when bundling this service with monthly bookkeeping!

    Included Services:

    • 📘 Chart of Accounts Design

      • Design and implement an industry-specific Chart of Accounts.

      • Ensure every transaction will be categorized accurately for optimal reporting.

      • Customize accounts for both financial clarity and tax preparation.

    • 🏦 Bank & Credit Card Integration

      • Connect all necessary business bank, credit card, and third-party accounts (e.g., payment processors).

      • Load and classify up to 90 days of initial historical transactions.

      • Verify correct opening balances for all integrated accounts.

    • 🛠️ Custom Settings & Templates

      • Configure your QuickBooks Online company settings and accounting method (cash or accrual).

      • Set up sales tax rules and create professional invoice and estimate templates.

      • Review and establish key system preferences for smooth management.scription

Quarterly Bookkeeping

  • Stay on top of your numbers without the daily DIY stress. Our quarterly maintenance service is designed for business owners who don’t have a high volume of transactions but still want the peace of mind that comes with professional oversight. We’ll pop in every three months to tidy up the books, ensuring you’re always tax-ready and clear on your growth.

    Included Services:

    • 📂 Quarterly Transaction Review

      • Categorize all income and expenses for the trailing three months.

      • Ensure personal and business expenses remain strictly separated.

      • Review and adjust "Ask My Accountant" or uncategorized entries.

    • 🔄 Three-Month Reconciliation

      • Reconcile bank, credit card, and loan accounts to matching statements.

      • Identify and resolve any missing entries or stale checks from the quarter.

      • Verify that your ending balances are 100% accurate for the period.

    • 📊 Executive Summary & Reporting

      • Deliver a quarterly "Financial Health" packet including:

        • Profit & Loss (Quarter-over-Quarter comparison)

        • Balance Sheet

        • Sales Tax Summary (if applicable)

      • Provide a brief video or email walkthrough of your quarterly wins and trends.

Ongoing Monthly Bookkeeping

  • Get your books in order with our streamlined monthly bookkeeping services designed to bring clarity, accuracy, and confidence to your financial records. Whether you're catching up or starting fresh, we’ll handle the essentials so you can focus on what you do best.

    Included Services:

    🗂️ Categorize Transactions

    • Review each transaction for accuracy and relevance

    • Assign income and expenses to the correct chart of accounts

    • Flag unusual or unclear entries for follow-up

    🔄 Reconcile Accounts

    • Match bank and credit card statements to your books

    • Verify all transactions are recorded and categorized correctly

    • Resolve discrepancies like duplicate entries or uncleared checks

    📊 Financial Reporting

    • Generate clean, professional financial statements:

      • Profit & Loss

      • Balance Sheet

      • Cash Flow

Quarterly Checkup

  • If you prefer to handle your own day-to-day entries but want a professional set of eyes to ensure everything is on the right track, this is for you. Every three months, we’ll dive deep into your work to catch errors before they snowball and give you the tools to work even faster. It’s like a seasonal tune-up for your financial foundation.

    Included Services:

    • 🔍 Quality Assurance Audit

      • Conduct a comprehensive "deep dive" into your QuickBooks entries for the quarter.

      • Identify and correct miscategorized transactions or reconciliation errors.

      • Verify that your Chart of Accounts is being used consistently and correctly.

    • 💡 Customized Training & Guidance

      • Provide a 1-on-1 feedback session to review common mistakes or "sticky" areas.

      • Share personalized tips and shortcuts to streamline your weekly bookkeeping flow.

      • Answer your specific QBO questions to build your confidence and autonomy.

    • 📈 Accuracy Reporting & Insights

      • Generate "Clean & Verified" financial statements you can trust for tax planning:

        • Profit & Loss

        • Balance Sheet

      • Highlight trends or potential red flags to help you make smarter business decisions.

Bookkeeping Clean-Up Service

  • Is your bookkeeping a little… messy? Whether you're behind on reconciliations, drowning in uncategorized transactions, or prepping for tax season, I offer strategic cleanup services that bring order to financial chaos.

    What’s included:

    • ✅ Full review of your chart of accounts and transaction history

    • ✅ Reconciliation of bank, credit card, and payment platforms

    • ✅ Correction of misclassified expenses and missing entries

    • ✅ Clean, audit-ready financial reports (P&L, Balance Sheet, Cash Flow

Year End Tax Review

  • You’ve done the hard work of keeping up with your books all year—now let’s make sure they’re crossing the finish line flawlessly. This service is designed for business owners who have stayed on top of their categorization and reconciling but want a professional "stamp of approval" before filing. We’ll ensure everything is accurate and organized, so you can hand over a clean folder to your tax professional with total confidence.

    Included Services:

    • 🔍 Comprehensive Accuracy Audit

      • Review all 12 months of transactions for proper categorization and potential missed deductions.

      • Verify that all bank and credit card reconciliations match your year-end statements.

      • Audit the Balance Sheet for "ghost" entries or uncleared transactions that shouldn't be there.

    • 📂 Tax-Ready Financial Packet

      • Prepare a finalized, professional Year-End Profit & Loss and Balance Sheet.

      • Compile a organized digital folder containing all the reports and documentation your tax preparer will need.

      • Provide a summary of any adjustments made so you’re fully informed for the new year.

    • 🛠️ Final 1099 & Asset Check

      • Review vendor payments to ensure your 1099-NEC filings are accurate and complete.

      • Verify that large equipment or asset purchases are correctly recorded for depreciation.

      • Flag any remaining questions or anomalies to resolve before your tax appointment.

Schedule A Free Consultation

What to expect on this complimentary call:

This free, no-obligation session is the crucial first step toward optimizing your business finances. We dedicate 15–20 minutes to thoroughly understanding your unique situation. During the call, we will:

  • Review your current setup: Discuss the systems and software you currently use (or want to use).

  • Identify key pain points: Pinpoint the areas causing you the most stress or requiring the most time (e.g., receipt management, reporting, categorizing).

  • Outline a custom solution: Provide a preliminary overview of how our tailored bookkeeping services can clean up your books, ensure compliance, and free up your time.

We believe in transparency and finding the right fit. This consultation is purely informational—it's a chance for us to learn about your business and for you to ask any questions you have about our process and pricing.

Please note:

All services are provided via QuickBooks Online

Prices are to be determined based on what your business needs. The exact cost will be provided via an official proposal letter after your free no obligation consultation.