Bookkeeping Services
Services
Bookkeeping and advisory
I offer ongoing bookkeeping and advisory packages to keep your books up-to-date, as well as one-time services, including helping you clean up your QBO file, catching up your books, and setting up QBO files for new businesses.
Click the option you are interested in below to learn more.
Monthly Bookkeeping and Advisory Services
I’m here to give you timely, accurate bookkeeping and clear financial reporting for your business. I’ll keep your books up to date on a schedule that works best for you—weekly, monthly, quarterly, or whatever fits your needs—so you always have an accurate picture of your finances.
Beyond staying organized, I’ll provide easy-to-understand financial reports that actually help you run your business. With my background in public accounting as a CPA, I’ll help you spot trends, catch potential issues early, and understand what’s working well so you can build on your strengths. My goal is to give you clarity, confidence, and the support you need to make smart decisions and keep your business moving forward.
Core Plan
$300
Standard Plan
$500
Premium Plan
$750
QuickBooks Online Setup
When you start a new QuickBooks Online file, you have the perfect chance to set your books up correctly and make sure they’re tailored specifically for your company. Starting with a clean, customized setup now makes it much easier to keep accurate, reliable books as your company grows. With years of experience in QBO and certification as a QuickBooks ProAdvisor, I’ll make sure your QBO file is set up correctly from day one so you’re set up for long-term success.
Some benefits of using my QBO setup process include:
A custom chart of accounts built specifically for your business.
Your bank and credit card accounts will be linked to bank feeds (when available) to ensure all transactions are imported.
Vendors and customers are entered to help track your payables and receivables (if applicable).
Clean balance sheet accounts – no distracting, erroneous balances.
You’ll have accurate bank reconciliations because your books are starting fresh and linked to bank feeds (when available).
QuickBooks Online Cleanup and Catchup
© 2025 – David Kramer, CPA