What We Offer
From first-time setup to ongoing monthly support, we cover every part of your bookkeeping.
QuickBooks Online Setup
We'll set up your QuickBooks Online account with proper chart of accounts, categories, and workflows. Get it right the first time.
- Chart of accounts optimization
- Bank connections & categorization
- User access & permissions
- Initial data entry
Excel Reporting & Analysis
Custom dashboards and reports that help you visualize your financial data and make smarter business decisions.
- Custom financial dashboards
- Profit & loss analysis
- Cash flow forecasting
- Performance metrics
Data Cleanup & Migration
Moving from accounting software or cleaning up messy records? We'll handle the migration and get everything organized.
- Data export & import
- Duplicate detection
- Category reconciliation
- Historical data organization
Monthly Bookkeeping
Regular maintenance to keep your books accurate and tax-ready all year long. Recurring monthly service.
- Transaction categorization
- Bank reconciliation
- Monthly reports
- Ongoing support
Tax Preparation Support
We'll prepare your financial statements and organize everything your accountant needs for a smooth tax filing.
- Profit & loss statements
- Balance sheets
- Deduction documentation
- Accountant coordination
Training & Consulting
We'll teach you and your team how to use QuickBooks effectively so you can handle day-to-day transactions.
- QuickBooks training
- Best practices consultation
- Process optimization
- Ongoing support calls
How We Work
Initial Consultation
We'll learn about your business, current bookkeeping situation, and goals. This is a free, no-obligation conversation.
Assessment & Proposal
We'll assess your needs and provide a detailed proposal with pricing and timeline for getting your books organized.
Implementation
We'll set up your systems, organize your data, and get everything running smoothly. You'll be involved every step of the way.
Ongoing Support
Whether monthly bookkeeping or just occasional consultation, we're here to help you succeed with clean, accurate books.
Service Comparison
| Feature | DIY | Bookkeeper | Quick Keep Book |
|---|---|---|---|
| QuickBooks Setup | Guess-based | ✓ | ✓ Expert Setup |
| Data Organization | Messy | ✓ | ✓ Pristine |
| Excel Dashboards | None | Rarely | ✓ Custom Built |
| Monthly Reconciliation | You do it | ✓ | ✓ Automated |
| Tax Support | You stress | Maybe | ✓ Complete |
| Strategic Insights | You guess | Data entry | ✓ Analysis |
| Cost Savings Found | You miss them | Basic | ✓ Significant |
| Time Investment | 30+ hours/month | Minimal | ✓ Virtually None |
Service Pricing
Simple, transparent pricing. We'll customize a plan for your specific needs.
- Complete QBO setup
- Chart of accounts
- Bank connections
- Initial data entry
- Transaction entry
- Bank reconciliation
- Monthly reports
- Email support
- Full QBO setup
- Excel dashboard
- First month bookkeeping
- Priority support
* Additional services available. Data cleanup, consulting, and training quoted separately based on scope.
Ready to Get Started?
Let's schedule a free consultation to discuss your specific needs.