Monthly Accounting

QuickBooks Online Monthly Services:

As a small business owner, you have many important things to do.  Let me take care of your accounting books for you so that you can spend your time growing your business and generating profits.  My commitment is to offer you the highest quality services needed to successfully manage your business accounting files at a price that fits your budget.  You will receive all of the capabilities and services provided by a national company but with the added benefit of prompt, personal service from a dedicated CPA whenever you need it.





Price for 1 minute

Step 1


Each month, provide statements and receipts.  Don't worry - I'll teach you automation tricks to make this part easy and painless!

Step 2


You can relax and focus on your business while I take care of all the work!  I'll post and reconcile all of your transactions for the month in QuickBooks.

Step 3


I securely provide monthly financial reports with commentary and I am always on hand to answer your questions. 

What’s Included:

Knowledgeable and professional accounting with individual attention from Katie.

Transactions posted monthly to business-specific account categories.

All transactions reconciled to financial account statements.

Easy upload of receipts and statements using Hubdoc app (with Elite and Strategic packages).

Monthly management reports sent to you via a secure file portal.

Financial dashboards and graphs (with Strategic package).

CPA consultations with valuable business advice and explanations.

Email and phone support with Katie.

Discounted rates on other consulting and tax services.

Flat Rate Pricing:

Please contact me to request a custom quote. Your fixed-price monthly service package is tailored to fit your unique business needs and is based on your average number of monthly transactions and financial accounts.


Achieve your business goals with quality information, graphs, and dashboards.

QuickBooks Online Data Entry

Account Reconciliations

Deluxe Monthly Management Reports

Receipt and Document Management

Budgeting and Forecasting

Key Performance Indicator Dashboard

Monthly Consultation with CPA


For growing businesses to get organized and take control of business finances.

QuickBooks Online Data Entry

Account Reconciliations

Basic Monthly Management Reports

Receipt and Document Management

Quarterly Consultation with CPA



Essential accounting service with quality CPA oversight on a budget.

QuickBooks Online Data Entry

Account Reconciliations

Basic Monthly Management Reports

Contact me for a free consultation and to get started: