Clean books every month, timely monthly reporting.
This is the core of what I do. Every month your transactions get categorized, every account gets reconciled to the penny, and every month you get a plain-English summary of what came in, what went out, and what it means. No hourly meter, no surprises on the invoice — one flat rate agreed upon before the month starts.
You invite me into QuickBooks Online as your accountant — I never need your bank logins. Bank feeds bring transactions in automatically.
Weekly categorization passes, monthly reconciliation of every account, and a tidy close.
Every month: your reports and a short summary in plain English. Questions? Plans include a monthly review call.
QuickBooks Online, as an Intuit-certified ProAdvisor. If you're not on it yet, I'll set it up as part of onboarding.
Never. You invite me into QuickBooks as your accountant and connect your bank feed — I work from read-only data.
Most new clients start behind. We do a flat-quoted catch-up project first, then roll into monthly service with a clean slate.
Month to month with 30 days' notice. The engagement letter spells out exactly what's included so there's never scope confusion.