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Accounting & Bookkeeping
QuickBooks Online-standard bookkeeping, catch-up, clean-up, and reporting.
Who it's for
Small business owners who need clean, organized books and accurate financials — monthly or one-time.
What's included
- Monthly bookkeeping (QuickBooks Online)
- Catch-up & clean-up bookkeeping
- Bank & credit card reconciliation
- Categorization rules setup
- Monthly financial reporting
- Sales tax tracking
What to prepare
- Bank & credit card statements
- Prior-year tax return
- Prior financial statements
- Year-to-date transaction exports
- Payment processor statements
- Contractor list & W-9s
How the process works
- 1Complete the Bookkeeping intake
- 2Grant QBO accountant access
- 3We reconcile & categorize
- 4You receive clean monthly reports
Frequently asked questions
Ready for Accounting & Bookkeeping?
Start your intake now or book a time that works for you.