Professional Monthly Bookkeeping & Accounting Support
• Powered by QuickBooks Online
QUICKBOOKS ACCOUNTING CARE
Your Books Deserve More Than
Data Entry.
Keep your QuickBooks records organized, maintained and
review-ready with professional monthly bookkeeping and
accounting support.
MAIN SERVICE
QuickBooks Accounting Care
$199
/ month
✓
Monthly transaction recording and categorization
✓
Bank and credit-card reconciliation
✓
Monthly financial reports
✓
Month-end accounting review
✓
Ongoing accounting workflow support
Monthly Support
Ongoing accounting maintenance
Professional Workflow
Structured bookkeeping process
Clear Reporting
Organized monthly reports
QuickBooks Online
Work through your QuickBooks account
THE REAL PROBLEM
QuickBooks Is Powerful. Your Books Still Need Maintenance.
Accounting software can record information, but your business
still needs a consistent process to keep the books organized
and useful.
When Accounting Gets Neglected
- Transactions remain uncategorized
- Bank accounts may not be reconciled
- Financial reports become less useful
- Month-end work keeps getting postponed
- Business owners spend valuable time on bookkeeping
With a Monthly Accounting Process
- Transactions are reviewed and organized
- Bank and credit-card accounts are reconciled
- Monthly reports are prepared
- Books receive regular review
- You can focus more time on running your business
WHAT'S INCLUDED
A Practical Monthly Accounting Support System
The service is designed around maintaining your QuickBooks
accounting records on an ongoing basis.
▣
Transaction Recording
Recording and organizing business transactions according
to the agreed accounting workflow.
✓
Bank Reconciliation
Regular reconciliation of connected bank and credit-card
accounts based on the agreed scope.
↗
Financial Reports
Monthly Profit & Loss and Balance Sheet reporting to help
you understand your accounting records.
◎
Month-End Review
A structured review of the month's bookkeeping before the
accounting period is considered complete.
▤
Accounting Organization
Help maintain an organized chart of accounts and consistent
accounting workflow.
?
Workflow Support
Ongoing support for practical QuickBooks accounting
workflow questions within the agreed service scope.
SIMPLE PROCESS
From Setup to Monthly Accounting Care
A straightforward workflow keeps the service simple for
you and organized for the accounting team.
1
Connect
Complete onboarding and provide the required QuickBooks
access through QuickBooks.
2
Review
Review the existing accounting setup and understand your
monthly requirements.
3
Maintain
Maintain the agreed bookkeeping and reconciliation
workflow each month.
4
Report
Complete the monthly review and provide the agreed
financial reports.
MONTHLY ACCOUNTING SERVICE
QuickBooks Accounting Care
Professional monthly bookkeeping and accounting support
for businesses that want their QuickBooks records maintained
consistently.
$199
/ month
- Monthly transaction recording and categorization
- Bank and credit-card reconciliation
- Monthly Profit & Loss report
- Monthly Balance Sheet report
- Month-end accounting review
- Accounting workflow support
- Ongoing monthly service
QuickBooks software subscription fees are separate and are
normally paid by the client directly to the software provider.
WHO THIS IS FOR
Built for Businesses That Need Ongoing Accounting Support
This service is designed for small and growing businesses
that want a consistent accounting maintenance process.
✓
Small Businesses
For owners who want their monthly books maintained without
handling every transaction themselves.
✓
Freelancers & Consultants
Keep business income and expenses organized in QuickBooks.
✓
Agencies & Online Businesses
Maintain recurring bookkeeping workflows while you focus
on serving customers.
✓
Growing Businesses
Establish a more consistent monthly accounting process
as transaction volume increases.
Professional Accounting Support — Not Just Data Entry
QuickBooks is the accounting software. The real value of a
monthly service is maintaining a structured bookkeeping
process, reviewing the records, reconciling accounts and
producing useful financial reports within the agreed scope.
Our goal is to provide a practical, organized and consistent
accounting workflow for your business.
QUESTIONS
Frequently Asked Questions
Do I need to purchase QuickBooks separately?
Yes. QuickBooks software subscription fees are separate from
the accounting service fee. Your business normally owns and
pays for its own QuickBooks subscription.
Do I need to give you my QuickBooks password?
No. Do not send your QuickBooks password. Appropriate
accountant or user access should be provided through
QuickBooks' own access-management system.
Is this a one-time service?
No. The main service is designed as an ongoing monthly
accounting maintenance service.
What happens after I purchase?
You will receive the next-step instructions and complete
the client onboarding process. We then review your
requirements and guide you through the required access
and accounting setup.
Does the service include tax filing?
Tax preparation or filing is not automatically included
unless it is specifically stated in your selected service
scope or separately agreed.
Can the service scope change as my business grows?
Yes. If your transaction volume or accounting requirements
change substantially, the service scope and pricing can be
reviewed and agreed separately.