I want to reduce stress and outsource my bookkeeping

Outsource my QuickBooks monthly bookkeeping

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Book A Call

Schedule a NEW CLIENT strategy call with Julie to define the scope of work needed.

Grant Access

Invite Julie to your QuickBooks Online as an accountant if setup already.

Defined Scope of Work

Review a detailed scope of work. If agreed upon,  sign agreement, provide payment information and work begins.


Pricing varies based on the time and complexity involved to manage your account.  Example pricing is below based on the number of accounts, the volume of transactions, and the frequency of transaction classification (i.e. weekly or monthly.)

All levels include monthly bank and credit card reconciliations.

NOTE: Ongoing monthly bookkeeping is independent of QuickBooks Online Setup, Clean-up and Catch-up projects. At the completion of those projects, you can determine if you want to do-it-yourself or outsource your monthly bookkeeping tasks.

Monthly Bookkeeping Pricing

Below are examples of pricing. Not sure where you fall within these brackets? Give us a call and we can quote custom services.  

Business - Level I


Top features

  • 1-2 bank accounts & 1 credit card account (up to 50 total transactions per month)
  • Monthly transaction classification and  account reconciliations
  • Quarterly financial statements
  • End of year tax package

Business - Level II


Most Popular

Includes everything from Level I package plus:

  • Up to 5 total accounts (up to 250 transactions)
  • 1 payment gateway support (i.e. PayPal, Venmo, Stripe)
  • Customized & automated reports
  • Enter bills and link invoices
  • Enter expenses and attach receipts

Business - Level III

$799/m +

Top features

Customized, includes everything in Level II and can include:

  • >6 accounts and/or >250 transactions
  • Multiple payment gateways 
  • Payroll management
  • Weekly transaction classification
  • Monthly depreciation of fixed assets
  • Monthly reporting
  • Monthly review of loans 

Setup, Clean-up and Catchup Pricing

Pricing for setup, clean-up and catchup of QuickBooks Online varies depending on the state of your books. A fixed-price quote will be provided to you in the Scope of Work along with a detailed list of work to be performed.

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