Monthly Oversight

(You Manage, We Review)

Ideal for business owners who want to stay hands-on but still need professional oversight. You handle day-to-day bookkeeping in QuickBooks Online, and we review your books monthly to catch errors, reconcile accounts, and keep everything organized.

What’s included:

• Monthly review and cleanup of entries

• Reconciliation of accounts

• Error correction

• Tax-ready books

This plan is perfect if you want to remain involved in your books but ensure accuracy and compliance.

Full Monthly Bookkeeping

(We Do the Work for You)

For business owners who prefer a hands-off approach, we handle all your bookkeeping tasks within QuickBooks Online. From categorizing transactions to reconciling accounts, we ensure your financials are accurate and reliable.

What’s included:

• Full transaction categorization

• Monthly account reconciliations

• Detailed monthly financial reports

• Email support for questions

You stay informed and confident without spending time on bookkeeping tasks.

Quarterly Bookkeeping

(Light Support, Seasonal Check-Ins)

Perfect for businesses that don’t need month-to-month bookkeeping but want professional oversight to keep their books clean. We tidy up your records each quarter and provide reports to ensure your financials remain organized year-round.

What’s included:

• Quarterly categorization and reconciliation

• Quarterly financial reporting

• Support for bookkeeping questions

A simple, cost-effective way to maintain accurate books without monthly commitment.

Advanced Bookkeeping

(For Growing + Multi-Layered Businesses)

When your business has more complexity — multiple revenue streams, departments, higher transaction volume, or additional layers — this plan keeps everything organized, accurate, and audit-ready. It includes everything in Full Monthly Bookkeeping, plus:

Additional features:

• Class, location, or department tracking

• Advanced reporting

• Support for more accounts and transactions

• Customization tailored to your business

You grow. We scale with you.