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We provide after-the-fact bookkeeping for small business owners who are done doing it themselves—or are behind and need help catching up. Everything is handled remotely in QuickBooks Online, with clear communication and full transparency.
Start with a clean slate
New to QuickBooks Online? We set up your QuickBooks Online file with a customized chart of accounts tailored to your business.
Already using QuickBooks Online? We start with a dianositc review to identify issues and gaps.
Behind on your books? If needed, we go line by line to bring everything up to date, reviewing your chart of accounts so past transactoin are organized correctly.
Starting fresh or moving away from spreadsheets or desktop software?
We set up QuickBooks Online properly from the start, tailored to how your business operates.
Setup includes:
Customized chart of accounts
Opening balances and settings review
Bank and credit card connections
Clean, organized structure ready for ongoing bookkeeping
Behind on your books? You’re not alone—and it’s fixable.
We review your past activity line by line and bring your books current, correcting errors and organizing transactions so your records are accurate and compliant.
This service may include:
A diagnostic review of your existing QuickBooks file
Cleanup of miscategorized or missing transactions
Chart of accounts review and reorganization
Reconciliations for prior months or years
Ideal if you’re months (or years) behind or preparing for tax filing, financing, or a fresh start.
Ongoing support to keep your books accurate, organized, and up to date.
Monthly bookkeeping includes:
Downloading and categorizing transactions into the correct accounts
Identifying unknown transactions and following up with you before categorizing
Reconciling bank and credit card accounts for accuracy
Tracking accounts payable and receivable
Secure document storage for sharing receipts and records
Monthly financial reports you can actually understand
Preparation and filing of 1099s, as required
Best for business owners who want their books handled consistently, without the stress.
Know where your business stands—without guessing.
Clear, easy-to-read financial reports that show how your business is performing
Financials prepared and ready to share with your tax advisor
Ongoing support to help you understand what the numbers mean
100% remote bookkeeping (Zoom meetings or in-person for local clients)
Secure systems for sharing documents and communication
You always retain full access to your QuickBooks file
No office space, desk, or in-house staff required
If you’re unsure what your books need, we’ll help you figure it out
👉 Schedule a discovery call to talk through your situation and next steps.
