In the cleanup/setup phase, your bookkeeper helps you set up your chart of accounts, connects your banks, and teaches you the basics of QuickBooks. If you have information in QuickBooks already, your bookkeeper will help clean it up in the first month of service. Online services may offer one-on-one meetings, bookkeeping services near me but you might have to pay more. If you want a higher level of support in the future, such as chief financial officer or CFO-style services, consider choosing a bookkeeping service that will allow you to upgrade later. Flat rate of $190 per month is more affordable than other bookkeeping services.

Remote Quality Bookkeeping: Your Bookkeeping Company Search Stops Here

• In the hustle and bustle of New York City, New York, where small businesses span diverse sectors from retail to hospitality, Bench Accounting provides a pioneering approach to online bookkeeping.
• Accounting software makes it possible to handle bookkeeping tasks on your own and automate some of them, such as categorizing and matching transactions.
• Or, if it isn’t already included, you may be looking for tax support to take some of the pressure off when it’s time to file returns.
• If you have information in QuickBooks already, your bookkeeper will help clean it up in the first month of service.
• Demonstrating attention to detail in recording transactions, categorizing expenses, and reconciling accounts is crucial.

Even if a bookkeeping service has all of these add-ons, they can be expensive, so be sure you understand the total cost before choosing a service. The best bookkeeping services handle your target tasks without breaking your business’s budget, integrate with your accounting software and offer a dedicated line of communication with a live bookkeeper. In addition, consider the availability of add-on services like tax planning, payroll and human resources support.

You’re our first priority.Every time.

If you think your bookkeeper has made a mistake, QuickBooks will evaluate the situation and correct errors at no additional cost. Our partners cannot pay us to guarantee favorable reviews of their products or services. A high rate of client retention and receiving referrals from existing clients can be a sign that a bookkeeper consistently provides value and satisfaction. QuickBooks and other bookkeeping software give you a tool to do your own bookkeeping.

800Accountant: Best for tax support

Positive reviews and testimonials can showcase a bookkeeper’s ability to satisfy client needs and expectations. We try our best to keep you with the bookkeeping team you’re assigned when you come on board. If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one. Say goodbye to piles of paperwork and time-consuming manual tracking—we automate inputs directly from linked accounts.

Your bookkeeping team consists of 3 professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements and your Year End Financial package. A Live bookkeeper cannot begin cleaning up your past books until they receive the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.

Related cost guides

While 1-800Accountant offers less expensive plans that may be useful for businesses that need only tax advice and quarterly reviews, only its most expensive Enterprise plan comes with bookkeeping services. Online bookkeeping services typically offer a dedicated contact or team — but these are still virtual bookkeepers, available by email or occasionally by phone. If you don’t want to communicate virtually, these bookkeeper interview questions can help you find a resource near you. Once we have everything set up, we’ll complete a month of your bookkeeping. Our bookkeepers reconcile your accounts, categorize your transactions, and make necessary adjustments to your books. The end result is a set of accurate financial statements—an income statement and a balance sheet.

Related services near you

Decimal: Best for project-based businesses