Transaction organization
Business activity is categorized consistently so the story in your reports matches what happened in the business.
Outsourced monthly bookkeeping
Bookkeeping services for small businesses.
Outsourced bookkeeping services for owner-led U.S. service businesses using QuickBooks Online, from $425 per month. Get reconciled accounts, monthly financial reports, and a clear division of work between our team and yours. Atlanta-focused, with remote service across the United States.
Is this the right starting point?
This service may fit if…
- Your books are mostly current, but the monthly work keeps slipping.
- You want reconciled accounts and reliable reports on a consistent schedule.
- You are spending owner or staff time on bookkeeping that should be used elsewhere.
- You want records that stay organized throughout the year instead of only at tax time.
What the work covers
A defined scope with useful outputs.
Every engagement is tailored to the condition and complexity of your records. These are the core outcomes we discuss when shaping the scope.
Account reconciliations
Bank and credit-card activity is compared with the books to surface missing, duplicated, or unexplained items.
Monthly financial reports
You receive a practical reporting package designed to show performance, position, and the questions that deserve attention.
Open-item follow-up
We identify the information still needed from you, explain why it matters, and keep the close moving.
How we move forward
A careful process, explained in plain English.
- 01
Set the foundation
We learn how money moves through your business, review the current file, and agree on a realistic monthly close process.
- 02
Close the month
We organize activity, reconcile the agreed accounts, resolve open questions, and prepare your reports.
- 03
Keep the numbers useful
We call attention to unusual movements and make sure you understand what the reports can—and cannot—tell you.
What better looks like
Progress you can recognize.
Less time reconstructing past transactions
A dependable month-end routine
Cleaner records when tax preparation begins
More confidence in day-to-day decisions
Common questions
Know what to expect.
What is included in your outsourced bookkeeping services?
Monthly Close includes agreed transaction categorization, bank and credit-card reconciliations, a profit-and-loss statement, balance sheet, written exception list, asynchronous support, and a year-end package for your tax preparer. Close + Control adds the reporting and review items listed in its package. Your engagement letter defines the accounts, activity, responsibilities, schedule, and fee. Onboarding, historical cleanup, and software subscriptions are separate.
Can a small business outside Atlanta use these services?
Yes, if it fits our U.S. service-business and QuickBooks Online scope. ATL Bookkeeper is Atlanta-focused, but our practice is based in Florida and works remotely across the United States. We do not maintain a Georgia office. Fit depends on the entity, account activity, record condition, and work required, not an Atlanta address.
Do I have to run a consulting or IT business?
No. Our packages are for one U.S. service-business entity using QuickBooks Online. We assess the accounts, activity, records, and reporting requirements. Inventory, job costing, client or trust funds, digital assets, foreign operations, and multi-entity work are outside these monthly packages.
Will I still need to do some of the work?
Yes. You provide agreed access, statements, supporting records, and answers about unclear transactions. We perform the categorization, reconciliations, and reporting in the signed scope. The close schedule depends on receiving the necessary information; it is not a promise that no owner input will be needed.
Can you work alongside my existing tax preparer?
Yes. Monthly Close includes a year-end package for your tax preparer. Tax advice and return preparation are separate from the monthly bookkeeping package; you do not need to change tax preparers to use it.
Is Close + Control a forecasting or CFO service?
No. It adds receivables and payables aging review, a monthly cash and KPI summary, and one 30-minute review meeting. Budgeting, forecasting, consolidations, and a fractional-CFO engagement are not included.
How quickly will each month be closed?
Timing depends on when statements, questions, and supporting records are available. During onboarding, we agree on a practical close schedule and define what we need from you to maintain it.
Can monthly service begin if my books are behind?
Yes, but cleanup may need to happen first. We assess the starting point, separate historical repair from the recurring workflow, and recommend the clearest sequence.
Does monthly bookkeeping include payroll or sales tax?
No. We do not provide payroll or sales-tax services. We can use reports supplied by the providers handling those responsibilities when they are needed for the books.
Your next step
Ready to discuss monthly bookkeeping?
Use the fit check and complimentary 15-minute call to explain where things stand. We will recommend the most useful starting point and tell you plainly if the fit is not right.