How is pricing determined?

All projects are priced on a fixed-fee basis. After your free assessment, we provide a written proposal with a flat project price — no hourly billing, no retainers, no surprise invoices.

Do I need to have QuickBooks Online already?

For cleanup and catch-up projects, yes — we work within your existing QBO file. For setup projects, we'll help you get started with a new QBO subscription if you don't have one yet.

What do you need from me to get started?

For most projects, we need access to your QuickBooks Online file and your bank and credit card statements for the relevant period. We'll give you a specific list after the assessment.

How long does a project take?

A QBO setup typically takes 1-2 weeks. A cleanup project ranges from 1-4 weeks. Catch-up bookkeeping timelines vary based on how far behind you are — we'll give you a realistic estimate in your proposal.

Do you offer ongoing monthly bookkeeping?

Our primary focus is project-based rescue work — setup, cleanup, and catch-up. Once your books are in order, we can discuss options for ongoing maintenance or connect you with a trusted bookkeeper for monthly services.

How far behind can a business be?

There's no limit. We've worked with businesses that are a few months behind and businesses that haven't had organized books in several years. As long as bank and credit card statements are available for the periods we need to cover, we can reconstruct and reconcile your financial history.

How does virtual bookkeeping work?

Everything is handled remotely. We work directly inside your QuickBooks Online file — no need to ship documents or meet in person. You'll share access to your QBO account and provide bank and credit card statements through a secure file-sharing method we'll set up together.

What records do I need to get started?

The core documents are your bank statements and credit card statements for the periods we'll be working on, plus access to your QuickBooks Online file. We'll give you a specific document checklist after your assessment.

What is bank reconciliation and why does it matter?

Bank reconciliation is the process of comparing every transaction in your QuickBooks file against your actual bank and credit card statements to confirm they match. It catches missing transactions, duplicate entries, and data entry errors before they compound.

What happens after the project is complete?

When we finish, you'll receive a summary of everything that was completed, along with any notes your CPA or tax preparer should be aware of. For catch-up and cleanup projects, we'll also prepare a handoff package organized by year.

Our Services

QuickBooks Online Services for Small Businesses.

We specialize in three project-based services designed to get your books accurate, organized, and ready for your tax professional.

Service 01

QuickBooks Online Setup

Start your business with a solid financial foundation. We configure QuickBooks Online from the ground up — establishing a chart of accounts built for your industry, connecting your bank and credit card accounts, entering opening balances, and organizing the workflows you'll rely on every month.

Chart of accounts tailored to your industry
Bank and credit card account connections
Opening balance entry and reconciliation
Invoice and expense workflow configuration
User access and permissions setup

Who needs this service

QuickBooks Online setup is the right starting point if you're launching a new business, switching from spreadsheets or another accounting platform, or inheriting a QBO file that was never properly configured. Many small business owners start tracking income and expenses informally — and at some point realize they need a real system before tax season, a loan application, or a conversation with a CPA.

Common situations we see

Books started in a spreadsheet that no longer scales
A QBO file that was set up quickly and never properly organized
Accounts connected but transactions never categorized
No clear separation between business and personal expenses
Chart of accounts that doesn't reflect how the business actually operates

What's included

We build your QuickBooks Online file from the foundation up. That means a chart of accounts designed around your specific business type, all bank and credit card accounts connected and verified, opening balances entered and reconciled to your actual statements, and your invoice and expense workflows configured so day-to-day bookkeeping is straightforward. We also set up user access so the right people have the right level of visibility.

How the process works

1Free assessment to understand your business type, industry, and goals
2Chart of accounts design based on your revenue streams and expense categories
3Bank and credit card account connections with opening balance entry
4Reconciliation of opening balances to your actual statements
5Invoice templates, expense categories, and workflow configuration
6User permissions setup and a walkthrough so you can maintain it going forward

What you receive

A fully configured QuickBooks Online file ready for ongoing bookkeeping — with a chart of accounts built for your business, all accounts connected and reconciled, and workflows in place. You'll also receive a summary of what was set up and guidance on how to keep it organized.

QuickBooks Online Setup

Service 02

QuickBooks Online Cleanup

When your books aren't adding up, we help make things right. We identify and correct bookkeeping errors, reconcile accounts, address duplicate or misclassified transactions, and restore the reliability of your financial reports — so you can trust what QuickBooks is telling you.

Transaction review and reclassification
Duplicate entry identification and removal
Account reconciliation for all connected accounts
Chart of accounts restructuring
Financial report accuracy review

Who needs this service

Bookkeeping cleanup is for businesses whose QuickBooks file has gotten away from them. Maybe transactions have been miscategorized for months, bank reconciliations were skipped, or a well-meaning employee entered data inconsistently. If your profit and loss report doesn't look right, your balance sheet has unexplained balances, or your CPA flagged errors at tax time — a cleanup is likely what you need before anything else.

Common situations we see

Transactions categorized to the wrong accounts for months or years
Bank and credit card accounts that have never been reconciled
Duplicate transactions from bank feeds and manual entries
Personal expenses mixed in with business transactions
Accounts receivable or payable balances that don't match reality
Financial reports that don't reflect what actually happened in the business

What's included

We go through your QuickBooks file transaction by transaction, correcting miscategorizations, removing duplicates, and reconciling every bank and credit card account to your actual statements. Bank reconciliation is the cornerstone of accurate bookkeeping — it's the process of confirming that every transaction in your QBO file matches your bank records, and that nothing is missing or entered twice. We also review and restructure your chart of accounts if needed, and verify that your profit and loss, balance sheet, and other key reports are accurate when we're done.

How the process works

1Assessment of your QBO file to identify the scope and nature of errors
2Transaction-by-transaction review and reclassification
3Duplicate entry identification and removal
4Bank and credit card reconciliation for all accounts and all affected periods
5Chart of accounts review and restructuring where needed
6Financial report verification — profit and loss, balance sheet, and account balances

What you receive

A cleaned-up QuickBooks Online file with accurate transaction categorizations, fully reconciled bank and credit card accounts, a restructured chart of accounts, and verified financial reports. You'll receive a summary of what was corrected and what to watch for going forward.

QuickBooks Online Cleanup

Service 03

Extended Catch-Up Bookkeeping

Months or even years behind on your bookkeeping? We specialize in catching up overdue books — reconstructing historical transactions from bank and credit card statements, reconciling every account, correcting historical errors, and preparing organized, accurate records your tax professional can actually use.

Historical transaction entry and categorization
Bank and credit card statement reconciliation
Missing record reconstruction
Year-end summary preparation
Handoff-ready files for your CPA or tax preparer

Who needs this service

Catch-up bookkeeping is for businesses that have fallen significantly behind — whether that's six months, a full year, or multiple years. It's also the right service if you've never had formal bookkeeping in place and need to reconstruct your financial history from bank and credit card statements. Common situations include businesses approaching a tax deadline with no organized records, those who've received IRS notices, and owners who've been running the business without a bookkeeping system and need to get everything in order.

Common situations we see

Six months to several years of unrecorded or unreconciled transactions
No bookkeeping system in place — only bank statements and receipts
Tax returns filed without accurate books to support them
Multiple years of QuickBooks data that was never reconciled
Incomplete records due to a bookkeeper departure or business transition
IRS or state tax notices requiring accurate historical financial records

What's included

We work backward through your financial history, entering and categorizing transactions from your bank and credit card statements, reconciling every account for every period, and correcting any historical errors in your QBO file. When source documents are missing, we reconstruct what we can from available statements and flag anything that requires your input. The goal is a complete, accurate financial record for every period we cover — organized and ready to hand off to your CPA or tax preparer.

How the process works

1Assessment to determine how far back we need to go and what records are available
2Collection of bank statements, credit card statements, and any existing QBO data
3Historical transaction entry and categorization, period by period
4Bank and credit card reconciliation for every account and every month
5Identification and correction of any historical bookkeeping errors
6Year-end summary preparation for each year covered
7Final review and handoff package prepared for your CPA or tax professional

What you receive

Fully reconciled books for every period covered, with accurate transaction categorizations, bank and credit card reconciliations, and year-end summaries for each year. You'll receive a handoff-ready package your CPA or tax preparer can work from directly, along with a summary of what was completed and any items that may need follow-up.

Extended Catch-Up Bookkeeping

Pricing

Transparent, Fixed-Fee Pricing.

Every project is quoted at a flat rate after your free assessment — no hourly billing, no retainers, no surprise invoices.

Serviceaverage pricing

Initial QBO Setup$950–$1,750

Standard Cleanup$1,500–$3,500

6-Month Catch-Up$2,100–$4,200

12-Month Catch-Up$3,600–$7,200

Multi-Year Rescue$7,500–$20,000+

Final pricing is determined after your free assessment based on the complexity and scope of your specific situation.

Our Approach

Every Engagement Starts With a Free Assessment.

Every business is different. We begin by understanding your bookkeeping challenges, evaluating the scope of work, and developing a customized project proposal. All services are delivered virtually, with clear communication and a judgment-free approach.

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Frequently Asked Questions

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