A real change log
The written record of every change we make, with the reconciliation that proves the file ties, handed back when an engagement closes.
QuickBooks services
Our QuickBooks services do three things: fix a file that has drifted, move a file into a new system, or keep a file current month after month. Cleanup, migration, setup, integrations, payroll help, and ongoing bookkeeping all run the same reconciliation-first method — fixed scope, one senior specialist, and a file you can prove ties out at the end. We are an independent firm, not Intuit.
QuickBooks services are the specialist work done inside your accounting file — correcting it, moving it, or maintaining it — as opposed to the software subscription itself, which you buy from Intuit. The software is the tool; the service is the person who makes the numbers in it tell the truth.
That distinction matters because "QuickBooks" names two very different things. One is the product you pay Intuit for and log into. The other is the expertise it takes to keep the books in that product reconciled, readable, and ready for a CPA. We do only the second. We don't sell you the software, touch your Intuit account, or resolve billing — those are Intuit's. What we do is the bookkeeping work the software can't do on its own: reconcile the accounts, fix what's wrong, move the file when it needs a new home, and keep it current. If your problem is really an account or billing issue, our QuickBooks support page explains who to call and why it isn't us.
The three jobs
Nearly every request we get is one of three jobs — fixing a file that has drifted, moving a file into a new system, or keeping a healthy file current. They start from one free review and fan out to a distinct, provable outcome. The map below is the whole service on one page.
Services · one door, three paths
The three jobs shade into each other in practice. A migration often needs a cleanup first, because moving a messy file just relocates the mess. A cleanup frequently ends with the owner asking us to keep the books going as monthly bookkeeping. And ongoing work sometimes surfaces a setup or integration problem that needs a small project of its own. The free review exists to tell you which job you're actually starting with — and which, if any, comes next.
The right service follows from what's wrong and what you want next. Match your situation to the page below — each one goes deep on that specific work, what it includes, and what it costs.
If none of these is obviously yours, or two of them are, start with a free QuickBooks review — a senior specialist reads your file and tells you which service fits, and in what order. Prefer to talk it through first? Book a call and we'll point you the right way.
The method
Whichever service you need, the shape of the work is the same: a free review to scope it, a written plan you approve, the work itself, then a handback with the proof. The service changes; the discipline doesn't.
Step 1
A senior specialist reads your file, read-only, and tells you which service you need, what it will take, and a fixed fee — even when the honest answer is a smaller step or none at all.
Step 2
Before we touch the file, you get a plan: what we'll change, in what order, and what stays untouched. Nothing happens on a guess you haven't seen.
Step 3
One specialist does the work — reconciling, correcting, moving, or maintaining — from that approved plan, checking against your reports as they go.
Step 4
You get a reconciled file, a written change log of everything we did, and a call to walk it through — the evidence, not just the assurance.
That order is the same reason our work is verifiable rather than take-it-on-faith: the plan and the proof bracket the work, so you can see what changed and confirm it ties. The full version — how we prove a file reconciles, what access we take, and what we refuse to do — lives in our methodology.
Three things are true of every engagement, regardless of which service it is: fixed scope, one senior specialist, and proof at the end. Those are the constants that make the difference between hiring us and rolling the dice on an anonymous ticket.
Fixed scope, quoted first. We scope the work during a free review and quote a fixed fee before starting, so you're never billed by the surprise. If the job grows, we tell you and re-quote — we don't let a meter run. One senior specialist. The same person scopes, does, and hands back your file. You're not passed between an onboarding rep, an offshore data pool, and a rotating reviewer, which is why the work reads as one coherent record. Proof, not assertion. Every engagement ends with a file that reconciles and a written change log you — or your CPA — can audit. We can show that the numbers tie; we don't just claim it. And across all of it, we take the least access a job needs — read-only where the software allows, a screen-share you control where it doesn't — and never your banking logins or your Intuit password.
Which shape of work?
Our services come in two shapes, and they're priced and run differently. A cleanup, setup, or migration is a project with a defined end. Monthly bookkeeping is an ongoing engagement that keeps the file current after the project work is done. Many clients do one, then the other.
| One-time project | Ongoing bookkeeping | |
|---|---|---|
| Has a defined end | — | |
| Keeps the file current going forward | — | |
| Fixed fee for the scope | Monthly, fixed | |
| Reconciles the books | ||
| Typical examples | Cleanup, setup, migration | Monthly close & reporting |
| Best when | The file needs fixing or moving once | You want it handled every month |
| Verdict | Fix or move it once | Never let it drift again |
There's no obligation to do both. Plenty of clients hire us for a one-time cleanup and take the books back in-house afterward, cleaner than they left them. Others start with a project and then hand us the monthly bookkeeping so it never drifts again. We'll tell you honestly which makes sense for your situation — including when ongoing help would be money you don't need to spend.
What it costs
Every service is a fixed scope with a fixed fee, quoted after a free review. The figures below are published starting floors; the review sets the real range for your file — we never quote blind.
| Engagement | Typical range | Timeline | What's included |
|---|---|---|---|
| One-time project | From $1,500 | Scoped at review | A cleanup, setup, or migration with a defined end — reconciled, documented, and handed back with proof. |
| Ongoing bookkeeping | From $400/mo | Monthly | Reconciled accounts, categorized activity, and a month-end report pack that ties, every period. |
| Project + ongoing | From $1,500 | Project, then monthly | Fix or move the file first, then keep it current — so you never inherit the same mess twice. |
| Get your exact quote | |||
One-time project
Ongoing bookkeeping
Project + ongoing
What moves the number is the size and health of the file, the add-ons it carries, and whether it's a one-time job or ongoing work. For the full model — what drives price and why we quote from a review rather than a sticker — see the pricing page. As a rule, a file is cheaper to keep clean than to rescue, which is why the review is free and the quote comes before the work.
The difference is where the effort goes and who does it. One senior specialist owns your file from the free review to the handback, working from a plan you approve and access you control — not an anonymous ticket routed through a call center or an offshore pool that guesses at your accounts.
Our method is verification, not assertion. Anyone can close a ticket or push a file through a tool and call it done; the value is in proving it landed correctly. So every engagement ends with a reconciled file and a written change log that lets you — or your CPA — audit exactly what happened and confirm the numbers tie. We take the least access the job needs, never ask for your banking or Intuit credentials, and say plainly when a job is too small to bill for, belongs to Intuit, or belongs to your accountant. That honesty is the point: a services firm that will talk you out of work you don't need is one you can trust with the work you do. You can read the whole method, and hold us to it, on our methodology page.
Sometimes the honest answer is that you don't need us, or don't need us yet. We'd rather point you to the right, smaller step than sell an engagement that doesn't fit.
If your problem is an Intuit account, login, billing, or subscription issue, no bookkeeping service can touch it — that's Intuit's, and our support page explains where to go. If your books already reconcile and read clearly, you don't need a cleanup; there's no prize for hiring someone to confirm a healthy file. If a single obvious fix is within your reach and you're comfortable making it, we'll say so rather than wrap it in a project. And if what you actually need is tax preparation or advice, that's a CPA's work, not ours — we're bookkeeping specialists, and we hand off cleanly to your accountant rather than pretend otherwise. The free review is where we draw those lines for you, plainly, before any money changes hands.
You don't have to take our word for it. Here is the evidence you can check — the deliverable you receive, the method we follow, and our response commitment.
The written record of every change we make, with the reconciliation that proves the file ties, handed back when an engagement closes.
The written method behind every service — read it before you hire anyone.
Read the full methodA real specialist replies within one business day, in writing.
Remote-first, nationwide
Mon–Sat · 8am–6pm CT
We work entirely remote across all 50 states — secure read-only-based access to your file, a screen-share whenever you want to watch, and every change documented in writing.
Three kinds of work, really. We fix files that have drifted — cleanup, catch-up, and reconciliation. We move files between systems — Desktop to Online, or from another product into QuickBooks. And we keep files healthy — monthly bookkeeping, setup, integrations, and payroll help. Every one of those runs the same reconciliation-first method, so the deliverable is books you can prove tie out, not just a closed ticket.
No. QBSpecialist is an independent firm of QuickBooks specialists — not Intuit, not affiliated with Intuit, and not Intuit's support line. Anything to do with your Intuit account, subscription, billing, or product access goes to Intuit's official channels. What we do is independent specialist work inside your file: correcting the books, moving them, and keeping them current.
Start from the symptom. If the numbers are wrong — nothing reconciles, you're months behind — that's a cleanup. If you're changing products or files, that's a migration. If the software is fine but you want the books handled every month, that's ongoing bookkeeping. If you're not sure, a free review sorts it in a few days and tells you plainly, even when the honest answer is a smaller step than you expected.
Both. We work in QuickBooks Online with read-only-based access and in Desktop by screen-share or a hosted file. The menus, limits, and some features differ between the two, but the specialist work — reconciling, correcting, moving, and maintaining the books — is the same in each.
Every engagement is a fixed scope with a fixed fee, quoted after a free review — project work from $1,500, ongoing bookkeeping from $400/mo. What moves the number is the size and health of the file, the add-ons it carries, and whether it's a one-time project or ongoing work. We never quote blind or bill by the surprise — the review is how we set a real number for your file. The pricing page lays out the model in full.
Both, and they're priced differently. A cleanup, a setup, or a migration is a one-time project with a defined end. Monthly bookkeeping is an ongoing engagement that keeps the file current after the project work is done. Many clients start with a one-time fix and only then decide whether they want us to keep the books going forward — there's no obligation to do both.
One senior specialist owns your file end to end. You're not handed between an onboarding rep, an offshore data-entry pool, and a different reviewer each month. The same person who scopes the work does it and hands it back, which is why the change log reads as one coherent record rather than a relay of guesses.
A reconciled, documented file and a written record of every change we made — what it was, why, and where the history went — plus a call to walk it through. Nothing is a black box: you, or your CPA, can audit the work. For ongoing bookkeeping you also get a consistent month-end pack: reconciled accounts and reports that tie, every period.
We help with the bookkeeping side of both. On payroll, we correct how payroll posts to the books and help you get the setup right — we're not a payroll bureau and we say so. On integrations, we set up and reconcile the bank feeds and third-party apps that flow data into QuickBooks, so the connections don't quietly create duplicates or gaps. Where a job genuinely belongs to your payroll provider or a developer, we tell you.
We'll say so. Part of an honest review is telling you when the fix is small enough to do yourself, when your books already read cleanly, or when the work belongs to Intuit or your CPA instead. We'd rather point you to the right, smaller step than sell you an engagement you don't need — and we do that during the free review, before any money changes hands.
Start with the service that fits: cleanup, migration, monthly bookkeeping, or a free review if you're not sure which.