Monthly Bookkeeping

Tailored to the specific needs of your business.


Company Setup in QBO
Bank Feed Management
Transaction Coding
Bank Reconciliations
Financial Statements
Accounts Payable
Accounts Receivable
Sales Tax (prep/file/payment)
Inventory (periodic basis)
Fixed Assets & Depreciation
Loans & Notes Payable
Project Cost Tracking
Custom & Management Reports
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Cleanup of Books

A top-to-bottom cleanup of your Quickbooks Online file.

Areas of correction:

Balance Sheet - Assets
Balance Sheet - Liabilities
Balance Sheet - Equity
Opening Balance Equity
P&L - Income workflows
P&L - Cost of Goods Sold
P&L - Expenses
P&L - Other Income/Expense
COA - common errors
A/R - common errors
A/P - common errors
Inventory - common errors
Sales Tax - common errors
and much more!
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Diagnostic Review

An in-depth report of errors in your QuickBooks Online file.

Common errors found:

Incorrect opening balances
Negative or unusual balances
Old uncleared items
Errors in Undeposited Funds
Reconciliation discrepancies
Uncategorized income
Uncategorized expenses
COGS calculating incorrectly
Personal items on the books
Duplicate entries
Missing entries
Unapplied bill payments
Accounts not set up correctly
and much more!
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Work With Me

How to get started

Step 1. Initial Phone Consult

Schedule a call in my online calendar here. We'll talk about your business needs, challenges, goals and how I can help you grow your business.

Step 2. Quick Review of Your QuickBooks Online File

To quote a fair and accurate price for my services, I'll need to take a peek at your QuickBooks Online file to assess the accuracy and complexity of your books. It's a quick and free 'look under the hood'.

Step 3. Proposal

After reviewing your QuickBooks Online file, I'll send you a proposal based on your needs.

Step 4. Sign a Service Agreement and Payment Authorization

If you accept my proposal, I'll forward a more formal service agreement for signature. You'll also need to complete a pre-authorization debit form via a secure third-party payment processor. That's it, we begin!

Have questions?

Check out my FAQ page.

Book a Free Consultation

Let's talk about how profitable and affordable it is to outsource your bookkeeping so you can focus on driving sales and growing your business.
Schedule a Call