Professional Bookkeeping Plan
Unlimited transactions for established operations
What professional bookkeeping plan covers
For established businesses where transaction volume is no longer predictable and the books cannot be allowed to fall behind. This plan removes the transaction cap entirely — high-volume months, seasonal spikes, and multiple accounts are all covered. You get a complete monthly financial picture delivered on a fixed schedule, so leadership decisions are made on current numbers rather than last quarter's guesses.
Every plan is delivered remotely through QuickBooks Online, with direct WhatsApp access to your bookkeeper. You keep full visibility into your numbers without having to maintain them yourself.
Everything in this plan
- Unlimited monthly transactions — no volume cap
- QuickBooks Online kept organized and current
- Monthly Balance Sheet, Profit & Loss, and Cash Flow statements
- Business Health Panel scored 0–100 with automated analysis
- Multiple bank, credit card, and merchant account reconciliation
- Priority WhatsApp support with your bookkeeper
Four steps from first call to monthly reporting
Free Consultation
We review your account structure, volume history, and reporting needs before quoting any work.
Full Setup Review
Your chart of accounts, classes, and integrations are rebuilt where needed so reporting is accurate from day one.
Monthly Close
All accounts are categorized and reconciled every month regardless of volume, with no backlog carried forward.
Report & Review
You receive the full report pack plus your health score, with priority access for questions between closes.
The difference accurate books make
Reliable numbers are not an accounting formality. They are what lets you price correctly, spot problems early, and make decisions without guessing.
Certified Expertise
An Intuit-certified bookkeeper handling your file directly — not an automated categorization engine.
Reconciled, Not Estimated
Every account is matched to the actual statement each month, so the numbers are verified rather than assumed.
Decision-Ready Reports
Three financial statements plus a 0–100 health score, delivered on a predictable monthly schedule.
Never Behind Again
A fixed monthly close means no backlog builds up and no year-end reconstruction is ever required.
Disciplined from first entry to final report
Accurate books come from consistent habits, not from catching up later. Here is the standard applied to every client file.
Direct Communication
Message your bookkeeper on WhatsApp and get answers from the person who knows your file.
Purpose-Built Setup
A chart of accounts structured around how your business actually earns and spends.
Verified Reconciliation
Bank, credit card, and merchant accounts reconciled to the statement every single month.
Secure Handling
Read-only bank feeds and secure document exchange — your credentials stay yours.
English & Spanish
Review your numbers and ask questions in whichever language you work in.
Questions, answered
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Share a few details about your business and we'll come back with clear next steps — plus 15% off your first month as a new client.