Reliable close
Monthly Close
Reliable monthly books for a focused service business that wants a clean close without building an internal accounting department.
One US service-business entity using QuickBooks Online, with up to four bank or credit-card accounts and about 200 monthly transactions.
Included at this level
- Transaction categorization and agreed bank or card reconciliations
- Monthly profit-and-loss statement and balance sheet
- Written exception list for items that need an owner decision
- Year-end package for the client’s tax preparer
- Asynchronous bookkeeping support
Important exclusions
- Historical cleanup and software fees
- Tax advice, return preparation, payroll, or sales tax
- Bill pay, collections, inventory, multi-entity, or attest work