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Clean books take time. If you filed a 2021 tax extension, please reach out to an independent tax preparer to meet your extension deadline. Cleanup typically takes 30 days once you upload your required docs. By clicking “Get my free consultation,” you agree to permit Intuit to contact you via phone, email, or text message, which may be automated, regarding QuickBooks Live and other promotions and have read and acknowledge our Privacy statement. Consent is not a condition of any purchase.

A bookkeeper sets you up for success by going through your past books line by line and bringing them up to date. This includes a detailed review of your chart of accounts to ensure all historic transactions are correctly organized.**

Your bookkeeper can categorize transactions and reconcile accounts in QuickBooks. They can even run a personalized report, ensuring a clear picture of your business performance and accurate records for your accountant at tax time.**

oin QuickBooks Live, a bookkeeping service add-on to the #1 accounting software that integrates with over 650 apps.6

QuickBooks Live bookkeeping has helped me overcome the learning curve of accounting and balancing my books. I feel confident knowing that my business is in a good place.

How does QuickBooks find me the right bookkeeper for my business?
The team of QuickBooks Live Bookkeepers includes professionals from almost all industries. During the onboarding process, we try to pair you with a primary bookkeeper who has experience in your industry. If that isn’t possible, we try to make sure that a member of the bookkeeping team has the experience necessary to handle industry-specific questions that you may have.

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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.
As part of ongoing bookkeeping, your bookkeeper categorizes your transactions and reconciles your accounts each month.
Your bookkeeper can close your books and prepare a trial balance. They can also send PDF copies of key financial reports including your profit and loss statement and balance sheet.

What’s not included in Full-Service Bookkeeping?
Full-Service Bookkeeping doesn’t include sending invoices, paying bills, or management of inventory, accounts receivable, or accounts payable. The service doesn’t include financial advisory services, tax advice, facilitating the filing of income or sales tax returns, creating or sending 1099s, or management of payroll. QuickBooks Online offers Full Service Payroll for an additional cost.

How much time do I get with my bookkeeper each month?
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Can I switch plans or cancel at any time?
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we are certified quickbooks proadvisor, providing free consultation and support.