MONTHLY BOOKKEEPING

Clean books, closed every month

One dedicated bookkeeper who learns your business inside out, categorizes your transactions, and closes your books on time. You get reliable numbers without doing it yourself.

Dedicated US-based named bookkeeper
Financial statements delivered by the 10th
Flat rate quoted up front — no hourly billing
STARTING AT
$299 / mo

Clean books delivered monthly by the 10th

  • Dedicated named bookkeeper
  • Monthly P&L and Balance Sheet
  • CPA-ready year-end package
  • Unlimited email & phone support
See full pricing
★★★★★ 4.9/5 from 400+ US businesses
SOUND FAMILIAR?

Bookkeeping is the task that always gets pushed to next week.

You started your business to serve clients and build something meaningful — not to spend Sunday evenings matching receipt totals to bank lines. Most business owners we meet are 2 to 6 months behind before they call us.

Books are months behind and you dread tax season every single year
You have no idea what your true profit margin is at any given time
QuickBooks categorization is confusing, inconsistent, and messy
Your CPA charges $300/hour just to clean up your disorganized records
WHAT WE DO

Everything your business needs to stay financially sound

01

Monthly Categorization & Reconciliation

Every business checking, savings, credit card, and merchant transaction is properly classified, reconciled, and audited against your source statements.

02

Timely Monthly Financials by the 10th

Receive an accurate Profit & Loss statement and Balance Sheet in your inbox by the 10th of every month, giving you clear visibility into your cash flow.

03

Dedicated US-Based Bookkeeper

You work with one assigned specialist who understands your specific business model, chart of accounts, and industry conventions.

04

Seamless Payroll & Bill Tracking

We synchronize your payroll provider journals (Gusto, ADP, QuickBooks Payroll) and keep track of accounts payable so nothing falls through the cracks.

05

Year-End CPA Tax Prep Package

At tax time, we package up fully reconciled books and send them directly to your CPA, making tax filing smooth, stress-free, and deduction-maximized.

06

Unlimited Email & Phone Support

Have a question about a vendor payment or an unusual expense? Your bookkeeper is available by email and phone with fast, friendly answers.

WHAT YOU RECEIVE

Clear, CPA-ready financials delivered to your inbox

No more confusing spreadsheets or guesswork. Every month, you receive clean, polished financial packages ready for management decisions, bank financing, and tax filings.

Monthly Deliverable Package Guaranteed by the 10th
Profit & Loss Statement (Income Statement)
Detailed breakdown of revenues, COGS, and operating expenses
Monthly by the 10th
Balance Sheet
Accurate overview of business assets, liabilities, and equity
Monthly by the 10th
Bank & Credit Card Reconciliation Sheets
Zero discrepancy verification against bank source statements
Monthly
Cash Flow Summary & Burn Rate
Understand exactly where your cash went and what you have on hand
Monthly
Year-End Tax Preparation Package
Organized 100% to your CPA’s exact tax filing specifications
Annually
HOW IT RUNS

Up and running in less than 48 hours

Simple, hassle-free onboarding designed for busy entrepreneurs.

01

Connect Your Accounts

Securely grant view-only access to your bank feeds and accounting software in under 10 minutes.

02

Kickoff Discovery Call

Meet your dedicated bookkeeper to align on your workflow, chart of accounts, and reporting needs.

03

Books Closed Like Clockwork

Sit back while we categorize, reconcile, and deliver your monthly financials by the 10th.

THE TRADE-OFFS

Weighing it up: QuickPro vs other options

See why hundreds of businesses choose QuickPro over DIY or in-house staffing.

Factor With QuickPro PRO Doing It Yourself Hiring In-House
Dedicated Specialist Assigned US-based bookkeeper You (in your spare time) Full-time employee
Monthly Cost Flat $299 – $599 / month $0 direct (15+ hours lost) $4,500+ / mo + benefits
Delivery Timing Guaranteed by the 10th Whenever you find time Varies with workload
CPA-Ready Accuracy Double-checked & tax-ready Frequent errors & misclassifications Depends on skill level
Holiday & Sick Cover 100% seamless continuity Books stop if you are busy Disrupted when employee leaves
COMMON QUESTIONS

Frequently Asked Questions

Have questions about this service? Here is what owners typically ask before signing up.

You grant us secure, view-only access to your bank feeds and accounting software. Each month, your dedicated bookkeeper imports and categorizes all transactions, performs reconciliations, and sends your completed financial statements by the 10th.

Yes! You are paired with a dedicated named US-based bookkeeper who learns your business, vendors, and nuances. You won’t be shuffled around a random support queue.

No. We work directly in QuickBooks Online, QuickBooks Desktop, Sage, and Xero. If you need setup or migration help, our certified advisors take care of it for you.

No problem at all! We offer catch-up and cleanup services to bring previous months or years current before starting your monthly routine.

Absolutely. All our plans are month-to-month with zero long-term contracts. You can pause or cancel anytime with 30 days notice.

Free consultation

Let's get your books current

Tell us where your books stand today. In 20 minutes you will have a flat rate, a start date and a plan — whether or not you hire us.

New business owner? Ask about our first-year startup rate.