BOOKKEEPING SERVICES for Small Businesses

Our Accurate Books Guarantee ensures accuracy for active Bookkeeping customers who have submitted their current business tax returns. If a mistake made by your Bookkeeper necessitates reopening your books for any month, we will rectify the error at no extra cost for the month in which it occurred.

Bookkeeping is available to QuickBooks Online subscribers and is sold separately. QuickBooks Cleanup is required for Monthly Bookkeeping. A cleanup fee is customized based on signup month, tax filing status, and business start date. Your business’s average monthly expenses and associated subscription pricing may be reassessed at our sole discretion. 

Monthly Bookkeeping services: After signup, a Bookkeeper provides cleanup services that start from the date of your last business tax return or business incorporation date (if more recent) through the end of the calendar month before first signing up. The services provided during the first month are as follows, as applicable: update bookkeeping based on information you provide; connect bank and credit cards; categorize and update transactions up until the last tax-filing date; reconcile bank and credit card accounts with past statements, as provided by you; reconcile remaining balance sheet accounts; and run a summary report of work completed, balance sheet, and profit loss statement of YTD for cleanup period(s).

A Bookkeeper cannot begin cleaning up your past books until they receive the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.

During each subsequent month, ongoing Bookkeeping services include: an overview of the main features of QBO; setup of customers and vendors; assistance with reports and reporting tools; setup of chart of accounts; assistance with bank connections, expense type classification, categorization, and reconciliation based on information you provide; importing of historical data; and ongoing assistance with bookkeeping practices). Some basic bookkeeping services may not be included and will be determined by your Bookkeeper. The Bookkeeper will provide help based on the information you provide. 

QuickBooks Cleanup: The QuickBooks Cleanup only applies to bookkeeping records up to your last tax filing. You must have filed your business’ prior tax return and provide a copy of the return before cleanup services can begin. A Bookkeeper cannot begin cleaning up your past books until they receive all of the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.

Tax-ready books: Bookkeeping doesn’t include tax preparation services or assistance with tax preparation, or assurance services. Consult your account advisor for tax advice related to the preparation of your tax return. The Bookkeeping Cleanup service is from the date of your last business tax return through the end of the calendar month before first sign-up to our Bookkeeping Services