REMOTE MONTHLY BOOKKEEPING
Monthly QuickBooks Online bookkeeping
A monthly routine for small businesses nationwide. We work remotely in QuickBooks Online, with your scope and fee agreed before work begins.
Your monthly plan
- Transaction categorization using your records
- Bank and credit card reconciliation for agreed accounts
- Profit-and-loss and balance-sheet reports
- A monthly conversation about results and questions
Your proposal defines accounts, transaction volume, services, timing and fees. You provide requested records and clarify transactions.
How we get started
We discuss your setup and whether the work is a fit. An authorized records review informs your written scope and quote. Secure access and onboarding follow the engagement.
Fees and service fit
Fees are quoted after review. Your QuickBooks Online subscription is separate. Historical catch-up, cleanup and onboarding have separate scopes and quotes. Any additional work or pricing change is discussed before it begins.
The monthly package excludes tax returns and tax advice, payroll processing, sales tax and 1099 filings, bill payment, invoicing and collections. Inventory, complex job costing, trust accounts, multiple entities and other specialized needs require a separate fit review. Financial reports provide no audit or review assurance or tax opinion.
Behind on your books?
Missing periods or unresolved balances may need attention first. Explore QuickBooks Online cleanup and catch-up bookkeeping.
Let’s discuss your monthly books
Share a general overview only. Keep credentials, account numbers and confidential financial documents out of your inquiry.