Why cleanup happens
Some businesses need a one-time cleanup before monthly bookkeeping can start.
Monthly Bookkeeping for QuickBooks Online
Your books handled every month. No catching up, no guessing, no stress. I categorize transactions, reconcile accounts, and send you reports you can actually use. You get consistent bookkeeping without hiring someone full-time.
Is This a Fit?
Most businesses fall into the first two categories.
Yes, if you:
- Already use QuickBooks Online with bank feeds connected
- Have an active business with regular monthly activity
- Want someone to maintain your books going forward
- Need consistent reports for yourself or your CPA
Likely, if:
- Your books are a little messy or inconsistent
- You've been doing it yourself and want to hand it off
- You need a one-time cleanup before starting monthly service
Probably not, if:
- You need years of backlog fixed without cleanup first
- You're only looking for payroll or tax filing
- You don't use QuickBooks Online
Client testimonial
5 out of 5 stars
“Josh has been AMAZING to have on the team. What a massive help to run the books for multiple businesses that I work with. I recommend his ability to communicate with clients, and get the job done!”
Quincy Chapman
Founder of DewQ Enterprises
What's Included Each Month
Professional Monthly Service Included
Transaction categorization
Every transaction gets reviewed and categorized correctly. No guessing, no generic labels.
Included
Bank and credit card reconciliations
All connected accounts reconciled to statements. Discrepancies flagged and resolved.
Included
Monthly financial reports
Profit & Loss and Balance Sheet delivered after books are closed each month.
Included
Issue resolution
Duplicate transactions, uncategorized items, and oddities handled without you needing to ask.
Included
CPA coordination
Clean books ready for your accountant at tax time. I answer their questions directly if needed.
Included
Direct communication with Josh
Text or call anytime during the month. No tickets, no offshore team, no delays.
Included
Everything needed to keep your books reconciled and tax-ready every month.
How the Process Works
Simple, predictable, and handled with you.
- 1
Free books review
We look at your QuickBooks file together and talk about what's working and what isn't.
- 2
Assess current state
I'll let you know if your books can start monthly service right away, or if a cleanup is needed first.
- 3
Cleanup (if needed)
If there's a backlog or mess to fix, we handle that separately before monthly bookkeeping starts.
- 4
Monthly service begins
Books closed and reconciled by the 15th of each month. Reports sent. Repeat every month.
About Cleanup
Some businesses need a one-time cleanup before monthly bookkeeping can start.
What triggers it
This happens when there are months of unreconciled accounts, uncategorized transactions, or duplicate entries that need to be fixed first.
How it's priced
Cleanup is priced separately and happens once. After that, monthly bookkeeping keeps everything current.
When you'll know
If your books need cleanup, I'll tell you during the review call. No surprises.
Pricing Expectations
Monthly bookkeeping typically starts at $300/month.
Clear, predictable pricing
with no surprises.
Most businesses pay between $300 and $800/month depending on transaction volume and account complexity.
Final pricing is determined after reviewing your books. You’ll know the exact monthly cost before committing.
Complexity Factors
- Number of connected bank and credit card accounts
- Monthly transaction volume
- Whether you use multiple entities or classes
- Inventory tracking or job costing
About Josh
I'm a Certified QuickBooks ProAdvisor and Intuit Certified Bookkeeper. I have an accounting degree from Biola University and worked in public accounting before starting Rock Bookkeeping.
I run this business by myself. I only work in QuickBooks Online, and I don't outsource to a team or hand your books off to someone else.
When you work with me, you work with me.
Frequently Asked Questions
Everything You Were About to Ask Us
Still got a question?
We love curveballs.
Submit a question or book a call.
What if my books are messy right now?
We'll assess them during the review call. If cleanup is needed, we do that first, then start monthly service.
If they're current enough, we can start right away.
How secure is my financial data?
I access your books through QuickBooks Online's built-in user permissions. You control my access level.
I never download files or store data outside of QuickBooks Online.
How often will we communicate?
You'll hear from me every month when reports are ready.
You can text or call anytime something comes up. Most clients reach out a few times a month.
Do you work with my CPA?
Yes. I make sure your books are ready for tax season and answer any questions your CPA has directly.
Clean books make their job easier.
What if something urgent comes up?
Text me. I respond same-day for anything time-sensitive.
Most issues get handled within a few hours.
What happens after I commit?
You pay monthly. If it's not working for any reason, you can stop anytime.
There are no long-term contracts.
Do you handle payroll?
No. I focus only on bookkeeping.
If you need payroll, I can recommend services that integrate with QuickBooks Online.
How do I know my books are actually fixed?
You'll receive monthly Profit & Loss and Balance Sheet reports.
Your accounts will reconcile, and your reports will reflect what actually happened in your business.
Get in Touch
Have a question or want to see if we are a fit? I reply the same business day.
Prefer texting? Text Josh: 412-256-8411
No pressure or commitment - just a quick chat about your books.
