Monthly transaction categorization, bank and credit card reconciliations, and monthly financial statements (Profit & Loss and Balance Sheet). Includes light client support and basic QuickBooks Online guidance so you can review activity and understand your cash flow.

Everything in Basic, plus deeper accuracy and oversight: cleanup of uncategorized/miscoded transactions, vendor/customer detail where needed, handling of personal/mixed transactions (owner distributions and reimbursements), and month-end review for common errors. Includes a concise monthly close summary and more detailed reporting (P&L and Balance Sheet with comparisons/trend notes as appropriate) to support informed decisions and CPA-ready books.

Everything in Intermediate, plus higher-complexity bookkeeping and controls: multi-account and multi-card management, class/location tracking (if applicable), job/project costing support, and deeper balance sheet maintenance (clearing/undeposited funds reviews, loan/credit activity tracking, and balance sheet tie-outs). Includes month-end close documentation, custom management reporting (KPIs/cash flow views as needed), and a CPA-ready package for smoother tax or advisory work.

Built around your business needs, volume, and level of cleanup. This option is ideal for catch-up work, seasonal/variable transaction volume, multiple entities, job costing, or any situation requiring a tailored close process and reporting. Services, deliverables, timeline, and pricing are defined in a clear scope so you know exactly what’s included each month (or for the project period).