Services
Monthly bookkeeping, cleanup and catch-up, and QuickBooks Online help for owner-run businesses. Every engagement starts with a free consultation, and pricing is quoted before any work begins.
Not sure which service fits? That's what the consultation is for. Prefer to call? 781-924-1489
Where to begin
Most clients begin in one of three places. If you're not sure which fits, that's what the free consultation is for.
“I want reliable ongoing help.”
We keep your books current in QuickBooks Online, month after month, so you can see where the business stands.
“My books are behind or need correcting.”
We bring a QuickBooks Online file that has fallen behind, or gone wrong, back to accurate and organized.
“I need an evaluation, training, or help moving to Online.”
Three focused services for owners who keep their own books or are changing software.
At a glance
Each one is quoted before any work begins, after a free consultation about your books.
Transactions recorded, accounts reconciled, and reports kept current in QuickBooks Online, with a person you can reach when something doesn't look right.Ongoing, every month · Quoted before work begins
A QuickBooks Online file that has fallen behind, or quietly gone wrong, made accurate, organized, and ready for tax time.One-time project · Quoted before work begins
A fully online review of your file, from the setup to the daily entries, ending with a one-hour call on what we found and what we recommend.Fully online · One-hour findings call
Hands-on training inside your own company file, for you, your team, or both.Fully online · Two-hour minimum
Your move from QuickBooks Desktop to QuickBooks Online, handled end to end, with your records checked before, during, and after.Desktop to Online · Handled end to end
How it works
A free consultation about your business, how the books are kept today, and what you need. There's no obligation.
You get a recommendation and a quote before any work begins. If the books need a cleanup first, that's scoped on its own.
Ongoing monthly bookkeeping, or a one-time project: a cleanup, an evaluation, training, or a conversion.
Questions
Owner-run businesses of many kinds, including trades and contractors, retail, professional services, private medical practices, and law firms. Our law firm work, including IOLTA reconciliation, is for Massachusetts firms only.
Yes. Cleanup and catch-up is a core service. Whether it's a few months behind or years of miscategorized expenses, the process is the same: verify what's there, fix what's wrong, and leave the file organized. You won't be judged for the state of your books.
No. It's a common starting point. QuickBooks Conversion moves your file to QuickBooks Online, with your records checked before, during, and after the migration.
Pricing depends on your books: the volume, the complexity, and what you need. After the consultation, you get a recommendation and a quote before any work begins.
Free consultation
We'll talk about your business, how the books are kept today, and which service would fit. There's no obligation.
Prefer to call? 781-924-1489 · Pricing is quoted before any work begins.