Behind on your books—or tired of doing them yourself?
Get your QuickBooks Online books organized, current, and ready for tax time, financing conversations, and business decisions. Setup, cleanup and monthly bookkeeping for small businesses—delivered entirely online.
Choose the bookkeeping help you need now.
Choose setup and cleanup to address overdue or unreliable books, monthly bookkeeping to stay current, or bookkeeping with a financial review to understand your results. We work exclusively in QuickBooks Online.
QuickBooks Online Setup & Cleanup
Custom project quote
For owners whose books are behind, confusing or not yet set up. Start with a review and a clearly scoped project.
- Review existing records and missing periods
- Organize the chart of accounts
- Correct agreed historical transactions
- Reconcile agreed bank and card accounts
- Prepare a handoff into monthly bookkeeping
Monthly QuickBooks Online Bookkeeping
Starting at $350/month
For owners who want a dependable monthly process and financial reports they can use.
- Review and categorize transactions
- Reconcile bank and credit-card accounts
- Prepare a monthly profit-and-loss statement
- Prepare a monthly balance sheet
- Organize the year-end accountant handoff
- One 20-minute monthly check-in
Bookkeeping + Financial Review
Starting at $650/month
For owners who want current books and a scheduled conversation about what the numbers mean.
- Monthly bookkeeping and financial statements
- Weekly transaction updates; monthly reconciliation
- One 45-minute monthly financial review
- Review profit, expenses and cash movement
- Discuss agreed business performance measures
- Identify questions for your next business decision
A clear quote before work begins. Starting prices apply to one business with current books and straightforward bookkeeping needs. We review your QuickBooks Online file before confirming a monthly fee. Your quote depends on accounts, transaction volume, record condition and complexity. QuickBooks Online subscriptions, historical cleanup, payroll, tax preparation, forecasting, bill payments and collections are separately scoped and billed. Additional work and fees require agreement before work begins.
Compare package details
Monthly Bookkeeping — from $350/month: One entity, up to 3 financial accounts requiring reconciliation and 150 monthly transactions. Monthly updates and financial statements, one 20-minute check-in, plus up to 30 minutes of email support staff time monthly. Response target: within 2 business days.
Bookkeeping + Financial Review — from $650/month: One entity, up to 6 reconciled financial accounts and 350 monthly transactions. Weekly transaction updates, monthly reconciliation and financial statements, one 45-minute review, plus up to 60 minutes of email support staff time monthly. Response target: within 1 business day.
Response targets mean acknowledgment and next steps, not guaranteed resolution. Support covers the agreed bookkeeping work. Corrections to NP’s own errors do not use your support allowance. Forecasts, budgets and detailed advisory projects are separately quoted.
What counts as an account or transaction?
Each bank, credit-card, loan or payment-clearing account requiring reconciliation counts as one account; chart-of-accounts categories do not. A transaction is one unique financial activity requiring posting or review. Matching a downloaded item to an existing entry is not counted twice; a transfer between included accounts counts once. Inventory, e-commerce settlements, multiple entities and other complex work require a tailored quote.
What if I need more than the package includes?
We recommend a tailored scope and quote. Seasonal changes and additional work are discussed before extra fees apply. Recurring volume above the agreed allowance may require a revised package; there are no automatic unapproved overage charges.
When will I receive reports, and what do I provide?
Your engagement sets document deadlines, reporting dates and who answers transaction questions. Our target is reports by the 20th of the following month when complete records and required answers arrive by the 5th. Missing records or unresolved questions can change delivery timing. Use the agreed secure channel for financial documents and provide QuickBooks Online accountant access rather than sharing passwords.
When bookkeeping services may be worth considering.
Bookkeeping problems often appear as business problems first. For example, an owner may think cash is disappearing when the real issue is outdated records, unreconciled accounts or receivables that are not being tracked consistently.
Months Are Missing
Transactions have not been reviewed or reconciled for an extended period.
The Reports Look Wrong
Profit, expenses or account balances do not match what you expect.
Tax Season Becomes Cleanup Season
The business spends weeks reconstructing information before filing.
You Cannot Produce Financial Statements
A lender requests reports and the business cannot quickly provide them.
You Do Not Know Who Owes You
Outstanding customer balances are unclear or not consistently tracked.
Bills Keep Surprising You
Vendor obligations are not organized into a reliable payment process.
Too Many Duplicate Accounts
The Chart of Accounts has grown without a consistent structure.
You Are Running on Bank Balance Alone
Business decisions are being made without complete financial context.
What are you preparing for?
Keep your financial information current so you can prepare for an opportunity, meet a deadline or make a more informed business decision.
A Loan or Grant Application
Organize financial statements and supporting records, then compare them with the lender or program requirements. Bookkeeping does not guarantee eligibility or approval.
A Smoother Accountant Handoff
Keep accounts reconciled and expenses categorized so your tax preparer can work from organized records. Tax return preparation is separately scoped.
A More Informed Decision
Understand current profit, expenses and cash movement before making a new commitment. Forecasting and detailed growth planning can be quoted separately.
Clarity About Your Business
Review what the business earns, spends, owes and keeps using current financial reports.
Monthly bookkeeping services create a repeatable financial rhythm.
Good bookkeeping is a process rather than an annual event. First, gather the activity. Next, review the categories and reconcile the accounts. Then review the reports. As a result, problems can be identified earlier instead of months later.
Gather the Activity
Bring bank, card and business transaction activity into the accounting system.
Review Categories
Confirm that income and expenses are recorded in appropriate accounts.
Reconcile Accounts
Compare accounting balances with bank and credit-card statements.
Review the Reports
Check financial statements for unusual balances, errors or trends.
Make the Next Decision
Use updated numbers to support business, tax and funding decisions.
Bookkeeping services should produce reports you can actually use.
Financial reports tell different parts of the business story. Therefore, looking at only one report can create an incomplete picture. Review performance, financial position and cash movement together.
Profit & Loss Statement
Shows revenue, expenses and profitability over a period of time.
Learn About Profit →Balance Sheet
Shows what the business owns, what it owes and the remaining equity.
Learn About the Balance Sheet →Cash-Flow Information
Helps explain how money moves through the business and why profit is not cash.
Learn About Cash Flow →
Do you need bookkeeping cleanup or monthly bookkeeping services?
Cleanup repairs the past. Monthly bookkeeping helps keep the current period organized. In many cases, a business needs cleanup first and a dependable monthly process afterward.
Bookkeeping Cleanup
Best when financial records have fallen behind or contain significant errors.
- Months or years are behind
- Accounts are not reconciled
- Duplicate or incorrect accounts exist
- Financial reports appear unreliable
- Tax or funding deadlines are approaching
Monthly Bookkeeping
Best when the business wants a consistent process for keeping records current.
- Transactions reviewed monthly
- Accounts reconciled consistently
- Reports available regularly
- Tax preparation becomes easier
- Decisions use more current information
QuickBooks support should strengthen your bookkeeping process.
Software does not fix a broken process by itself. Instead, the Chart of Accounts, bank connections, transaction rules and monthly workflow need to match how the business actually operates.
Build a Cleaner Accounting Foundation
A well-organized Chart of Accounts creates the structure behind financial reporting. For example, assets, liabilities, equity, income and expenses need consistent categories so reports remain useful.
Chart of Accounts Made Easy
Learn how to organize the accounts behind your bookkeeping and use the Net Profits guide.
Read the Guide →Financial Clarity Tools
Explore accounting, receipt-capture and financial technology inside the Net Profits Business Stack.
Explore the Business Stack →Financial Readiness
Learn why clean financial records can matter when a lender or funding source reviews the business.
Check Funding Readiness →Accounting Resources
Explore bookkeeping and accounting education created for business owners.
Browse Accounting Resources →The Marvelous Money Move
Do not wait until tax season, a loan application or a cash-flow problem forces you to look at the books. Instead, create a monthly financial rhythm so the numbers can help you make decisions before the situation becomes urgent.
Get your records ready for your next business move.
Choose a checklist or worksheet for the task in front of you. These free, printable and fillable PDFs help you organize your books, prepare questions and plan your next steps.
Monthly Bookkeeping Checklist
Build a monthly routine for collecting records, reconciling accounts and reviewing reports.
Download PDF →Bookkeeping Catch-Up Planner
Identify missing records and work through overdue periods with a clear action plan.
Download PDF →Business Financial Readiness Checklist
Organize financial records before a lender, grant program or business decision calls for them.
Download PDF →Cash Flow Planning Worksheet
Map four weeks of cash coming in and going out. Totals are entered manually.
Download PDF →QuickBooks Online Setup Checklist
Plan your setup, connect records carefully and review your first reporting period.
Download PDF →Business Expense and Receipt Tracker
Link purchases to their business purpose, payment account and supporting receipt.
Download PDF →Save a copy before filling it in. For interactive fields, open the downloaded file in a PDF reader that supports forms. Keep completed worksheets private.
Keep all six bookkeeping resources in one place.
Request the free Net Profits Bookkeeping Toolkit below. You can also download each resource directly above.
Need help putting these tools to work?
Tell us what is behind, what needs attention and whether you have a deadline. We can discuss QuickBooks Online setup, cleanup or ongoing bookkeeping.
Get a bookkeeping quote for your business.
Work with Net Profits, led by Cornelius Frazier, MBA. His background includes a B.A. in Accounting and hands-on business ownership. Meet Cornelius and learn about Net Profits.
Tell us what you need help with.
Tell us what needs attention, whether you use QuickBooks Online, and any deadline. After submitting, book your free 15-minute consultation below. We will discuss your needs before preparing a scoped quote. Please do not include passwords, account numbers or financial documents.
Thank you. Let’s discuss your bookkeeping.
Choose a time for your free 15-minute consultation.
Book Your Free 15-Minute Consultation →Tell Us About Your Bookkeeping
Submit the inquiry form above, then book a 15-minute consultation. Tell us whether you use QuickBooks Online, what needs attention and whether you have a tax, funding or growth deadline. You do not need perfectly organized records to start.
Get a Clear Scope
After discussing your needs and any agreed records review, receive a proposal defining services, account and transaction allowances, support, fees and timing. Cleanup and additional services are quoted separately.
Start With an Organized Handoff
Once the agreement and payment arrangements are complete, we arrange QuickBooks Online accountant access, a secure document handoff and a kickoff. Agree who answers transaction questions and when reports will be reviewed.
Use our business document organization guide to prepare records.
A short conversation to understand your needs and next steps. Please keep passwords, account numbers and financial documents out of booking fields.
Common questions about bookkeeping services.
Every business is different. However, these questions can help clarify when bookkeeping support, cleanup or QuickBooks assistance may be useful.
Is the QuickBooks Online subscription included?
No. The QuickBooks Online subscription is billed separately. You own your account and provide NP with accountant access. Payroll subscriptions and other paid apps are also separate.
How is my bookkeeping quote determined?
Your proposal specifies one business entity, included accounts and transactions, update frequency, support time, meetings and report deadlines. Pricing depends on the condition and complexity of the books. We agree on additional work and fees before starting it.
Do I need to know which package to choose?
No. Tell us what needs attention and whether you have a deadline. We will discuss whether setup, cleanup, ongoing bookkeeping or a financial review is appropriate.
What is the difference between bookkeeping and accounting?
Bookkeeping focuses on recording, organizing and reconciling financial transactions. Accounting generally goes further by interpreting financial information, preparing reports and supporting analysis or decision-making.
How often should bookkeeping be updated?
The right frequency depends on the business. However, many small businesses benefit from a consistent monthly process because reconciliations and reports stay more current.
What is bookkeeping cleanup?
Cleanup is the process of reviewing and correcting historical bookkeeping so accounts, transactions and reports become more reliable. For example, cleanup may include reconciliations, corrected classifications and a review of duplicate accounts.
Can Net Profits help with QuickBooks Online?
Yes. Net Profits supports QuickBooks Online only, including setup, Chart of Accounts organization, bookkeeping workflows, cleanup and related financial systems.
Why do bank reconciliations matter?
Reconciliation compares accounting records with bank or credit-card statements. As a result, missing transactions, duplicate entries and unexplained differences can be identified more quickly.
What reports should a business owner review?
Common reports include the profit and loss statement, balance sheet and cash-flow information. In addition, accounts receivable, accounts payable and other management reports may be useful depending on the business.
Can clean bookkeeping help with business funding?
It can help with preparation. Lenders and funding programs may request financial statements and other records. Therefore, current and reliable bookkeeping can make it easier to produce the information being requested.
Bookkeeping services connect to the rest of the business.
Once financial records are organized, the numbers can support taxes, funding, operations and better business decisions. Therefore, bookkeeping should connect to the broader business system.
Business Funding
Learn how financial readiness connects to loans, grants and other sources of capital.
Explore Business Funding →Business Resource Center
Learn accounting, operations, growth, technology and other important business concepts.
Explore Business Resources →Net Profits Services
Explore bookkeeping, tax, financial-readiness, consulting and operations support.
Explore Services →Find the bookkeeping services that fit your business.
Whether the business needs cleanup, monthly bookkeeping, QuickBooks support or clearer financial reports, start by identifying what is missing. Then choose the level of support that solves the actual problem.
