QuickBooks Online Accountant
QBO Care Services
From first-time setup to full monthly management — QuickBooks Online Accountant support tailored to your business.
What's Included
Everything your QBO account needs.
Whether you're starting from scratch or inheriting a disaster, I handle every aspect of your QuickBooks Online account.
New Account Setup
Start clean. I configure your chart of accounts, connect your bank feeds, and set up your QBO file to match how your business actually works.
Account Cleanup
Inherited a mess? I untangle miscategorized transactions, fix reconciliation errors, and bring your books current — no matter how far behind they are.
Catch-Up Bookkeeping
Months or years behind? I work through the backlog systematically so your books are accurate and ready for tax season or any financial review.
Ongoing Support
As a QuickBooks Online Accountant, I have direct access to your file and can troubleshoot issues, answer questions, and keep things running smoothly.
Audit Preparation
Need clean, organized records for a lender, investor, or tax professional? I prepare your QBO file so it tells a clear, accurate financial story.
Training & Handoff
Want to manage your own books? I set up your QBO correctly and walk you through exactly how to use it for your specific business.
Pricing
Simple, transparent plans.
No hidden fees, no long-term contracts. Pick the plan that fits your business — or reach out and we'll build a custom package.
Setup
Perfect for new businesses getting their books set up for the first time.
- QuickBooks Online account setup
- Chart of accounts configuration
- Up to 2 bank/credit card connections
- Email support
Basic
Essential monthly bookkeeping for small businesses with up to 3 accounts.
- Up to 3 bank/credit card connections
- Manage bank transactions (3 accounts)
- Monthly reconciliation (3 accounts)
Standard
Ongoing QBO care for growing businesses that need consistent support.
- Everything in Basic
- Monthly bookkeeping & categorization
- Up to 4 bank/credit card reconciliations
- Monthly financial statements
- Quarterly check-in call
- Priority email support
Premium
Full-service QBO management for established businesses with complex needs.
- Everything in Standard
- Unlimited bank/credit card reconciliations
- Accounts payable & receivable
- Job cost tracking
- Monthly strategy call
- Same-day email response
QuickBooks Cleanup
Books in disarray? I untangle the mess — miscategorized transactions, reconciliation errors, and outdated records — and bring everything current.
- Chart of accounts review & restructure
- Miscategorized transaction corrections
- Fix reconciliation errors
- Bring books current
- Other services as needed
Payroll & Sales Tax
Payroll and sales tax services available. Pricing is customized based on applicable federal, state, county, and city filing requirements.
- Federal payroll tax filings
- State payroll tax filings
- County & city filing requirements
- Sales tax filings
- 1096 & 1099 filing
- W3 & W2 filing
- Pricing based on filing complexity
Need something custom? Let's talk.
FAQ
Common questions.
Do I need to already have QuickBooks Online?
No — I can help you get set up with a new QBO subscription, or we can work with an existing account. I'll recommend the right plan tier for your business size.
What if my books are a complete mess?
That's exactly what cleanup and catch-up bookkeeping is for. No judgment — just a clear plan to get everything accurate and current.
Can I switch plans later?
Absolutely. As your business grows or your needs change, we can adjust your service level at any time with 30 days notice.
Do you work with businesses outside South Carolina?
All bookkeeping services are handled remotely, so I can work with businesses anywhere. Notary services are limited to South Carolina.
How do you access my QuickBooks file?
As a QuickBooks Online Accountant, I'm invited directly to your QBO account with accountant-level access. You stay in full control and can remove access at any time.
Ready to get your QBO in order?
Reach out and I'll recommend the right plan for your business — no pressure, no jargon.