Our QuickBooks bookkeeping services typically include setting up and maintaining your Chart of Accounts, recording and categorizing all business transactions (income and expenses), monthly bank and credit card reconciliations, accounts payable and receivable management, payroll processing and tax filings, generating monthly financial statements (profit & loss, balance sheet, cash flow), sales tax tracking and reporting, and ensuring your books are accurate and tax-ready year-round.

We work with both QuickBooks Online and QuickBooks Desktop, though we generally recommend QuickBooks Online for most small to medium-sized businesses because it offers real-time access from anywhere, automatic updates, better collaboration between you and your bookkeeper, and seamless integration with banks and other business apps. We'll assess your specific business needs and recommend the best version for your situation during our initial consultation.

We typically update your books on a monthly basis, with all transactions recorded, categorized, and reconciled by the 15th of the following month. However, we can provide weekly or even daily updates for businesses that need more frequent monitoring. You'll have 24/7 access to view your QuickBooks file and financial reports at any time, and we'll schedule monthly or quarterly review calls to walk through your financials and answer any questions.

Absolutely. QuickBooks cleanup is one of our most requested services. We'll conduct a comprehensive review of your file, identify errors and inconsistencies, properly categorize miscoded transactions, reconcile all bank and credit card accounts (even going back multiple years if needed), fix duplicate entries, clean up your Chart of Accounts, and ensure everything is accurate and compliant. We'll provide you with a detailed report of what was corrected and get your books back on track.

Pricing varies based on your business size, transaction volume, complexity, and the level of service you need. Monthly bookkeeping services typically range from $290-$800 for small businesses with straightforward needs, $800-$1,500 for medium-sized businesses with more complex operations, and $1,500+ for larger businesses or those requiring daily oversight, multiple entities, inventory management, or job costing. One-time QuickBooks setup or cleanup projects are usually quoted separately. We offer a free consultation to assess your needs and provide a customized quote.