Monthly Bookkeeping for Service Businesses (QBO)

What's included

• Onboarding meeting
• QuickBooks Online accountant access
• Bank and card syncing
• Recording how you invoice (in QuickBooks Online or a monthly customer/invoice statement)
• Starting assets and liabilities captured through a client form
• Monthly reconciliation of all accounts
• Categorization of every transaction
• A monthly spreadsheet of expenses and their categories
• Updated statements requested quarterly or twice a year
• Figures for your monthly business review if you also have an Edge Operations Manager

What's not included

• Tax preparation or filing
• Payroll
• Bill pay or accounts payable
• Invoicing, collections or accounts receivable
• Sales tax
• 1099s or W-2s
• CFO, advisory or tax planning
• CPA-prepared or certified financial statements
• Audits
• Job costing
• Budgets or forecasts
• Inventory
• Moving money
• Personal accounts
• Software other than QuickBooks Online

How it works

1. Book a call.
2. Have an onboarding meeting.
3. Provide QuickBooks Online accountant access and sync bank and card accounts.
4. Your Edge bookkeeper reconciles all accounts and categorizes every transaction monthly, with quality review.
5. Receive a monthly spreadsheet of expenses and their categories.