Monthly Bookkeeping for Colorado Springs Practices
CPA-managed bookkeeping in QuickBooks Online, included in our monthly packages. We handle the transactions, reconciliations, and records so you can focus on your clients.
QuickBooks Online Experts
We manage your books entirely in QuickBooks Online. Our team records transactions, categorizes expenses, and keeps your chart of accounts organized so you always have a clear picture of your practice's finances.
Monthly Reconciliation
Every month, we reconcile your bank accounts, credit card accounts, and loan balances. Discrepancies are identified and resolved promptly, ensuring your records match your financial institutions down to the penny.
Practice-Focused
Built for small businesses and professional practices with 1-3 partners and 1-10 employees. We understand your finances and tailor our bookkeeping to your specific needs.
INCLUDED IN OUR PACKAGES
BASIC BUSINESS PACKAGE
- Business tax preparation
- 1099 filing
- IRS notice response
- Audit defense
- Bookkeeping
- Payroll management
PROFESSIONAL BUSINESS PACKAGE
- Business tax preparation
- 1099 filing
- IRS notice response
- Audit defense
- Monthly bookkeeping (QBO)
- Payroll management
TOTAL BUSINESS PACKAGE
- Business tax preparation
- 1099 filing
- IRS notice response
- Audit defense
- Monthly bookkeeping (QBO)
- Payroll management
Why Monthly Bookkeeping?
When your CPA handles bookkeeping year-round, your books are always clean and tax season is stress-free. No scramble in April. No missed deductions. One team manages everything. Compare all packages →
WHAT WE HANDLE
Monthly Bookkeeping
- Record bank transactions in QBO
- Record credit card transactions in QBO
- Reconcile bank accounts monthly
- Reconcile credit card accounts monthly
- Record interest and reconcile loans monthly
- Categorize expenses accurately
- Clean, organized books for tax time
What You Get
- Accurate financial records year-round
- Tax-ready books every April
- Real-time view of practice finances in QBO
- One less thing to manage in your practice
- Peace of mind knowing a CPA handles it
- Seamless handoff to tax preparation
- No surprise fees for included services
OUR PROCESS
QBO Setup & Access
We connect to your existing QuickBooks Online account or set up a new one. Bank feeds are linked with read-only access for secure transaction imports.
Monthly Transaction Recording
Each month, we record and categorize all bank and credit card transactions in QBO, ensuring every dollar is accounted for and properly classified.
Monthly Reconciliation
We reconcile all bank accounts, credit card accounts, and loan balances against your statements. Any discrepancies are identified and resolved promptly.
Tax-Ready Financials
Your books are always clean and current. When tax season arrives, there is no scramble — your financials flow directly into your business tax return preparation.
QBO Setup & Access
We connect to your QuickBooks Online or set up a new account with secure bank feeds.
Monthly Transaction Recording
We record and categorize all bank and credit card transactions in QBO each month.
Monthly Reconciliation
All accounts reconciled against statements. Discrepancies resolved promptly.
Tax-Ready Financials
Your books are always clean and ready when tax season arrives. No scramble in April.
FREQUENTLY ASKED QUESTIONS
We use QuickBooks Online (QBO) for all bookkeeping services. Our team records bank and credit card transactions, reconciles accounts monthly, and manages loan interest recording — giving you clean, accurate books year-round.
No. Bookkeeping is included in our Basic Business Package ($999/month) and Total Business Package ($1,249/month). It is not available as a standalone service. This ensures your books and tax preparation are handled by the same CPA team for maximum accuracy and efficiency.
We handle cleanup during onboarding. Our team will organize your existing records in QuickBooks Online, reconcile past months as needed, and establish clean processes going forward so you start with a solid foundation.
Your books are updated monthly. We record all bank and credit card transactions, reconcile every account, and record loan interest each month — so your financials are always current and tax-ready.
We work through QuickBooks Online using read-only bank feed connections. This allows us to see transactions for recording and reconciliation without having direct access to move funds or make changes to your bank accounts.
Bookkeeping is the year-round process of recording transactions, reconciling accounts, and maintaining accurate financial records. Tax preparation is the annual process of using those records to file your business tax return. Both are included in our Basic and Total Business Packages, so one team handles everything seamlessly.
Ready to Hand Off Your Bookkeeping?Ready to Hand Off Your Books?
Monthly bookkeeping, tax preparation, and compliance — bundled into one package. See which plan is right for your practice.Bookkeeping, tax prep, and compliance in one monthly package.