Monthly bookkeeping

Accurate books, handled by a team that knows small business.

Professional, monthly bookkeeping services for established and growing businesses. Your dedicated team keeps QuickBooks Online clean and current, reconciles every account, and delivers monthly financial reports you can use to run the business.

Professional bookkeeping team reviewing monthly financial reports in QuickBooks Online

What's included in every plan

  • Dedicated bookkeeping team
  • Transaction categorization & account reconciliation
  • Monthly Profit & Loss and Balance Sheet
  • QuickBooks Online setup or accountant access
  • Secure document sharing through our client portal
  • Tax consultation(s) included based on plan
  • Tax preparation may be included based on your plan

Business bookkeeping services for established, growing companies

Once a business has steady revenue, employees or subcontractors, and more accounts to manage, bookkeeping stops being an end-of-month chore. Our outsourced bookkeeping services give owners accurate numbers and clear financial reporting to make better decisions — especially for contractors, trades, restaurants and service businesses.

Accurate monthly books

Every transaction categorized and every bank and credit-card account reconciled each month, so your books stay current instead of piling up.

Financial reporting you can use

A monthly Profit & Loss and Balance Sheet that show where revenue comes from, where money goes and how profitable the business really is.

Cash flow and profitability visibility

Clean numbers make it easier to see margins, plan for slow months, and decide when to hire, invest or adjust pricing.

Accounts payable and receivable

Customer payments and vendor bills recorded and matched, so you know who owes you and what you owe.

QuickBooks bookkeeping services

We work inside QuickBooks Online as a ProAdvisor firm — through accountant access to your file, or a new account we create for you.

Tax-ready financials

Books kept current all year, so tax preparation starts from organized, reconciled numbers instead of a year-end scramble.

Powered by QuickBooks Online

TABSolutions is a QuickBooks ProAdvisor firm. If you already use QuickBooks Online, we'll walk you through granting accountant access. If you don't, our team creates the account for you through our ProAdvisor program.

Behind on your books? We'll catch you up.

Catch-up and cleanup bookkeeping is $295 per month of books that need work — a one-time service, separate from your monthly subscription. Your estimate appears before checkout.

Bookkeeping plans

Clear monthly pricing. No surprises.

Essential

Designed for smaller growing businesses.

$297/month

Includes:

  • Bookkeeping for up to $50,000 in monthly expenses
  • Up to 4 bank/credit-card accounts combined
  • Monthly bookkeeping
  • Dedicated bookkeeping team
  • Cash-basis bookkeeping
  • Monthly financial reports
Most popular

Growth

Everything in Essential, plus more room to grow.

$697/month

Everything in Essential, plus:

  • Bookkeeping for up to $75,000 in monthly expenses
  • Up to 6 bank/credit-card accounts combined
  • Cash or modified-accrual bookkeeping
  • Semi-annual tax consultations
  • Monthly financial reports
  • Personal 1040 tax return included after 10 monthly payments

Premium

Everything in Growth, plus hands-on financial review.

$997/month

Everything in Growth, plus:

  • Bookkeeping for up to $125,000 in monthly expenses
  • Up to 12 bank/credit-card accounts combined
  • Custom chart of accounts
  • Monthly bookkeeping/financial review calls
  • Monthly financial reports
  • Business 1120 tax return included after 10 monthly payments

Bookkeeping FAQs

Bookkeeping FAQs

Let's get your books working for you.

Two minutes to a clear recommendation. No pressure, no jargon.