Home/ Services/ Bookkeeping

Outsourced Bookkeeping Services For Businesses.

Outsourced bookkeeping for ambitious businesses across the USA and Australia. We record every transaction, reconcile every account, and close your books by the 10th of each month, with a second review for accuracy and give you transparent flat monthly fees.

MONTH-END CLOSE

February · Statements

DELIVERED
Revenue $124,455
Operating expenses $85,702
Net income $38,753
NET INCOME · TRAILING 8
Up 9.2% since onboarding
  • Bank & card feeds reconciled
    624 / 624
  • Accounts receivable aged
    7 open
  • Payroll journal posted
    Gusto
  • Sales tax accrued
    3 states
Profit & loss Balance sheet Cash flow A/R + A/P aging

Certified on the platforms you already use

Intuit QuickBooks Level 1 Certified
Intuit QuickBooks Level 2 Certified
Xero L1 Certified Associate
Xero L2 Certified Professional
Xero L3 Certified Specialist
GDPR Compliant Data Protection
AICPA SOC Compliant Controls
HIPAA Compliant Security
Intuit QuickBooks Level 1 Certified
Intuit QuickBooks Level 2 Certified
Xero L1 Certified Associate
Xero L2 Certified Professional
Xero L3 Certified Specialist
ISO 27001:2022 Certified Information Security
GDPR Compliant Data Protection
AICPA SOC Compliant Controls
HIPAA Compliant Security

What's Included in Your Flat Monthly Fee

No unexpected surprise billings or hourly rate spikes. Every month, your bookkeeping follows a dedicated, written scope tailored around your business volume.

Daily & Weekly Transaction Coding

Every inbound revenue deposit and outbound business expense is categorized into your customized Chart of Accounts without ambiguous guesswork or misc dumping.

  • Multi-channel sales and deposit reconciliation
  • Vendor and customer record mapping
  • Split expense and cost of goods allocation

Full Account Reconciliations

We match and balance every single bank checking, savings, credit card, merchant processing (Stripe/PayPal), and loan account down to the exact cent against official statements.

  • Zero discrepancy tolerance on statement end
  • Identification of duplicate card charges
  • Merchant fee breakdown and netting verification

Accounts Payable & Receivable Support

Maintain clean visibility over cash moving into and out of your business so you always know who owes you money and what upcoming bills are due for payment.

  • Customer invoice tracking and aging reports
  • Vendor bills entered and payment status tracked
  • 1099 and contractor payment audit trails

Month-End Close by the 10th

We do not wait until tax season to discover bookkeeping errors. Every single month is closed using an exhaustive checklist and reviewed twice by a senior accountant.

  • Formal written month-end checklist
  • Accruals, depreciation, and prepaid amortization
  • Two-tier quality review before final sign-off

Executive Financial Reporting

Receive clear, executive-ready financial statements by the 10th of every month, showing you exactly where your margins stand and how your cash flow is trending.

  • Profit & Loss Statement (Income statement)
  • Balance Sheet with historical comparisons
  • Statement of Cash Flows & key margin ratios

CPA-Ready Tax Package Handoff

At tax time, your CPA receives an audited, reconciled trial balance and supporting schedules without needing hours of expensive year-end cleanup or messy file repairs.

  • Clean general ledger with clean audit trails
  • Direct collaboration with your tax preparer
  • Zero duplicate bookkeeping fees at year-end

Software For Outsourced Solution

No forced migrations and no proprietary portal. We plug into your existing stack not around it.

QuickBooks Online
Xero
Sage
Oracle NetSuite
FreshBooks
Accounting CS
Bill.com
Zoho Books
SAP
Microsoft Dynamics
Wave
MYOB
Q6
QuickBooks Online
Xero
Sage
Oracle NetSuite
FreshBooks
Accounting CS
Bill.com
Zoho Books
SAP
Microsoft Dynamics
Wave
MYOB
Q6

Outsourced Bookkeeping vs. Hiring In-House

Most business owners face the dilemma between hiring a full-time clerk or partnering with a dedicated outsourced accounting firm. Here is how the two approaches compare side by side.

Factor In-House Bookkeeper With QuantBooks
Cost Annual salary, employer payroll taxes, benefits, and software costs. One flat monthly fee based on your transaction volume.
Time To Start Recruiting, interviewing, and training can take four to eight weeks. Get started within 48 hours once the scope and access are finalized.
Time Off Bookkeeping may fall behind during vacations, sick leave, or staff transitions. Team-based support helps keep your books moving, even when someone is unavailable.
Skill Range The quality and range of support depend on one person's experience. Bookkeeping, review, and accounting oversight are included in one fee.
Software You manage the software subscriptions, licenses, and related costs. We work in the file you already own.
Growth Higher transaction volumes may mean overtime or hiring additional staff. Bookkeeping support can expand as your transaction volume and business needs grow.

From First Consultation to Clean Books, in Four Steps

A structured, reliable framework designed to transition your bookkeeping smoothly without disrupting your daily operations.

01
Discovery
Needs & Workflow Review

We review your existing accounting platform, monthly transaction volume, and reporting requirements to design your tailored service package.

02
Onboarding
Secure Platform Setup

We set up secure, restricted access to your accounting software, align your chart of accounts with your reporting needs, and agree on a clear monthly fee.

03
Execution
Coding & Reconciliations

Our dedicated bookkeeping team codes daily transactions, clears bank feeds, matches receipts, and reconciles every account balance.

04
Reporting
Closed by the 10th Monthly

You receive closed monthly management accounts, balance sheets, and P&L reports delivered by the 10th of every month.

What Business Owners Say About Our Services

Questions About Outsourced Bookkeeping

Everything you need to know about pricing, monthly close workflows, and transitioning your books.

We charge a transparent flat monthly fee determined by your monthly transaction volume and the number of bank/credit card accounts. There is no unpredictable hourly billing and no hidden setup fees. For comparison, the median salary for an in-house bookkeeping clerk exceeds $49,000/year plus payroll taxes, healthcare, and software expenses. Our clients typically save 50% to 60% compared to hiring locally.

Our core monthly package covers coding every transaction, reconciling all bank, credit card, and loan accounts, posting payroll and sales tax/GST journal entries, managing accounts payable and receivable, and closing the books on a written checklist. Every month-end close undergoes a secondary review by a senior accountant, and complete financial statements (Profit & Loss, Balance Sheet, Cash Flow) are delivered by the 10th.

No. We work directly inside the tools you already own and use. That includes QuickBooks Online, QuickBooks Desktop, Xero, Sage, FreshBooks, Wave, MYOB, and NetSuite. Your data remains strictly within your existing subscriptions, and you retain complete master administrator control over your files.

Outsourcing becomes cost-effective as soon as managing financial records takes more than 3 to 4 hours of the business owner's week, but the company does not yet warrant a $65k/year full-time in-house accountant. By outsourcing, you eliminate recruiting costs and management overhead while gaining certified senior accountants who ensure your records are closed on time every month.

Most clients are ready to get started within 48 hours. We begin with a discovery call to understand your requirements, followed by a written scope of work and a fixed-fee agreement. Once the agreement is signed and the NDA is in place, we begin onboarding. However, more complex bookkeeping requirements may take longer. If your engagement requires additional time, we'll discuss the expected timeline with you during the initial call.

Ready for Clean, Accurate Books
Delivered by the 10th Every Month?

Let's discuss your transaction volume, software setup, and current workflow to craft your flat-fee bookkeeping roadmap.

Chat on WhatsApp