BOOKKEEPING
SERVICES
QuickBooks Online bookkeeping for service businesses
Clean, CPA-ready books. No tax prep.
Core Bookkeeping (Monthly)
This is our primary service.
Includes:
Transaction categorization in QuickBooks Online
Monthly bank and credit card reconciliations
Monthly Profit & Loss and Balance Sheet
CPA-ready financials
Ongoing accuracy checks to prevent issues from piling up
Best for service businesses that want reliable books without over complication.
What We Don’t Do
To keep quality high, we do not offer:
Tax preparation or tax filing
Payroll processing
Inventory accounting
Multi-entity or highly complex structures
If you’re unsure whether you’re a fit, we’ll clarify on the assessment call.
What we do:
We provide ongoing QuickBooks Online bookkeeping for U.S. service businesses with straightforward operations.
Our focus is simple:
Accurate records
Clean monthly closes
Books your CPA can use without rework
We intentionally keep scope tight so nothing gets missed.
Expanded Bookkeeping (As Needed)
For businesses with slightly more activity.
Includes everything in Core Bookkeeping, plus:
Accounts payable tracking
Accounts receivable tracking
Invoice and bill monitoring
Payment tracking inside QuickBooks
Scope is discussed upfront so expectations stay clear.
How Pricing Works
We don’t use one-size-fits-all pricing.
Your monthly rate is based on:
Transaction volume
Account complexity
Scope of services
You’ll receive a clear monthly price after a QuickBooks assessment — no surprises later.
Catch-Up & Cleanup Projects
If your books are behind or messy, we can help get them back on track.
Includes:
Review of existing QuickBooks file
Cleanup of uncategorized or incorrect transactions
Reconciliation of past months
Clear handoff to ongoing monthly bookkeeping
Pricing is based on the amount of cleanup required.
Get a QuickBooks Assessment
We’ll review your current setup, confirm fit, and outline next steps.

