Sample workflow — not a specific client’s data
A real monthly close
The reconciliation and documented summary you receive at the end of each period.
Hire a QuickBooks bookkeeper
Hire a QuickBooks bookkeeper who reconciles and documents.
A QuickBooks bookkeeper keeps your file accurate month to month — reconciling accounts, categorizing consistently, and closing the period so your reports tie. We are a firm with one senior bookkeeper on your account, not a marketplace or freelancer, and we reconcile the books while your CPA files.
- One named senior bookkeeper
- Reconciled and documented monthly
- We keep books, your CPA files
What a QuickBooks bookkeeper actually does
A QuickBooks bookkeeper keeps the file accurate as the business runs: reconciling bank and card accounts to the statements, categorizing every transaction to the right account, and closing each month so the profit and loss and balance sheet can be trusted.
The work is unglamorous and it is the difference between books you can use and books you merely hope are right. Each period, a bookkeeper matches what the bank actually cleared against what QuickBooks recorded, sorts transactions into consistent categories instead of a shifting pile of guesses, chases down the ones that do not have a home, and reconciles the accounts so nothing is double-counted or missing. When the month closes, the reports foot — revenue reads as revenue, expenses read where they belong, and the balance sheet ties. That is the raw material your CPA needs at tax time and the dashboard you need to make decisions the rest of the year. It is the same discipline behind QuickBooks bookkeeping and monthly bookkeeping, done by a person who owns the outcome.
When it's time to hire a bookkeeper
Hire a QuickBooks bookkeeper when keeping the books yourself has stopped being worth your time, when the file no longer reconciles cleanly, or when your CPA keeps sending back questions your records can't answer.
The usual signals:
- You are doing the books at night and on weekends, and they are still behind.
- Accounts have not been reconciled in months, so you no longer trust the reports.
- Transactions are categorized inconsistently — the same vendor lands in three different accounts.
- Your accountant charges to clean up the file every year before they can even start on taxes.
- You are making decisions on a gut feel because the numbers in QuickBooks don't feel real.
If the file is genuinely current and reconciles on its own each month, you may not need to hire anyone yet — and we will say so. But if any of the above sounds familiar, the cost of drifting books usually outruns the cost of a bookkeeper long before year end.
We're a firm — not a marketplace, freelancer, or Intuit
When you hire us, you get one senior bookkeeper who stays on your account, backed by a firm's method and records — not a pool you get rematched out of, not a lone gig worker, and not Intuit's own service.
The engagement model
The distinction is practical, not marketing. A marketplace optimizes for matching volume, so the person on your books can change without warning and the continuity that makes bookkeeping accurate resets each time. A freelancer gives you continuity right up until they are overloaded or move on, and then the work — and the knowledge of your file — stops with them. And QuickBooks Live is Intuit's own offering, structured around Intuit; we are independent, so our only stake is your file being right. As a firm, we give you a named specialist and a documented method, so the engagement carries on regardless of any one day. You can read more about how we practice on our about page.
How it works
How hiring a bookkeeper through us works
You start with a free review, we scope the work honestly, and if it is a fit, one senior bookkeeper takes the account and keeps it reconciled every month. No long onboarding maze, no rotating handoffs.
-
Free review
Day 0
A read-only look at your file. We tell you what shape the books are in and whether you need a cleanup first, monthly bookkeeping, or nothing yet.
-
Scope and quote
Days 1–2
A fixed scope and fixed fee, quoted from what the review actually found — no surprise hourly meter.
-
Onboard your bookkeeper
Week 1
One senior bookkeeper takes the account, sets up secure access, and learns your accounts and vendors.
-
Reconcile every month
Ongoing
Accounts reconciled, transactions categorized, the period closed, and a documented summary sent to you.
A bookkeeper isn't an accountant — and we say so
A QuickBooks bookkeeper keeps your books accurate; an accountant files your taxes and advises on tax strategy. We are bookkeeping specialists, so we do the first job well and hand the second to your CPA — we do not file, and we will not pretend otherwise.
The two roles work best in sequence. A bookkeeper reconciles the accounts, categorizes the year's activity, and closes the books so the numbers are real; the accountant then takes those clean books and prepares and files the returns. When the bookkeeping is neglected, the accountant either bills to fix it first or files from shaky numbers — neither is what you want. Our job is to make sure the books handed to your preparer already tie, so their work is filing, not archaeology. If what you actually need is tax filing or planning rather than day-to-day books, that is your accountant's lane, and we will point you there plainly rather than take work that isn't ours.
What you get with a bookkeeper on your account
You get books you can trust every month: reconciled accounts, consistent categorization, a closed period whose reports tie, and a written summary of what was done — from one senior specialist who knows your file.
Nothing about the work is a black box. Each month's close comes with a plain-language summary of what was reconciled, what was categorized, and anything that needs your or your CPA's decision. Because the same person stays on the account, the categorization stays consistent instead of drifting, and small issues get caught before they become year-end cleanups. If your file needs to be brought current first, a bookkeeper naturally starts with that and then keeps it clean going forward through monthly bookkeeping. And because access stays read-only or screen-share on your terms, you keep control of your file and your banking the entire time. When you are ready, the honest first step is a free review — it costs nothing and tells you exactly what, if anything, you need.
How to verify the bookkeeper you hire
You don't have to take our word for it. Here is what you can check before and during the engagement — the monthly deliverable, the method we use, and our response commitment.
Our methodology
How we reconcile, categorize, and close. Read it before you commit.
Read the full methodResponse commitment
A real specialist replies within one business day, in writing.
Remote-first, nationwide
Mon–Sat · 8am–6pm CT
We work entirely remote — secure read-only access to your file, screen-share whenever you want to watch, and every month's close documented in writing.
- Texas
- Florida
- California
- New York
Questions about hiring a QuickBooks bookkeeper
Are you a bookkeeping marketplace or a staffing pool?
No. We are a firm, and your file is handled by one senior bookkeeper who stays on your account — not a rotating pool you get matched to and re-matched away from. You work with the same person month to month, and that continuity is the whole point: they learn your accounts, your vendors, and your quirks, so the books stay consistent instead of resetting every time a new contractor picks them up.
What's the difference between hiring you and hiring a freelancer?
A freelancer is one individual; if they get busy, sick, or move on, your books stop. As a firm we carry the engagement — the work is documented in a change log so it can be reviewed and continued, not locked in one person's head. You still get a named specialist, but the method, the records, and the accountability sit with the practice, not a single gig worker.
Do you file my taxes?
No, and we are direct about that line. We are QuickBooks bookkeeping specialists: we reconcile, categorize, and close your books so they are accurate and ready. Filing your taxes is your CPA or preparer's role, and we hand them clean, reconciled books to work from. If you are unsure whether you need a bookkeeper or an accountant, we will tell you plainly during the free review.
Are you QuickBooks Live or part of Intuit?
No. We are an independent firm of QuickBooks specialists, not Intuit and not Intuit's QuickBooks Live service. We work inside your QuickBooks file the same way any outside bookkeeper does — with access you grant and can revoke — and our work is documented so you can verify it, rather than routed through Intuit's own staffing.
Can I start with a cleanup and then keep you monthly?
Yes, and that is the most common path. If your file is behind or out of tie, we reconcile it first so there is a clean starting point, then move into monthly bookkeeping to keep it that way. You can also start monthly straight away if the books are already current. The free review tells us — and you — which one you actually need.
How do I know the work is real and correct?
Every month you receive a documented close: what was reconciled, what was categorized, and what still needs your or your CPA's attention. Access stays minimal — read-only to your file or a screen-share you control, never your banking logins. You can audit any entry against the source, and our full method is written down for you to read before you commit.
Deciding who to bring on? Compare the whole range on hire a QuickBooks specialist, read how we deliver QuickBooks bookkeeping and monthly bookkeeping, or start with a free review.