QuickBooks setup review
Review the existing file structure, chart of accounts, and day-to-day workflow. Recommendations or configuration work are scoped to your requirements.
↗ Clear setup priorities
QuickBooks Online bookkeeping
QuickBooks bookkeeping that keeps your books ready.
Get help keeping transactions categorized, accounts reconciled, and monthly reports organized. Accountrise provides remote QuickBooks Online bookkeeping for US businesses and CPA firms—without adding another full-time hire. Canadian clients are also served.
✓ QuickBooks Online
✓ Reconciliations
✓ Cleanup & catch-up
✓ CPA-ready handoff
✓ Flexible scope✓ Remote workflow✓ US-first support
Bookkeeping workboard
A clearer monthly close.
Transaction reviewReview categorization and exceptions
ReviewBank & card reconciliationCompare records and statements
MatchMonthly reportsPrepare agreed reporting package
ReportCPA handoffOrganize questions and open items
HandoffIllustrative workflow · scope agreed firstQuickBooks Online
Hourly support starts at$10 /hour
Monthly support starts at$249 / month
What we can handle
From everyday bookkeeping to month-end reporting.
Start with the work you need today. We agree on the scope, reporting expectations, and communication process before recurring support begins.
Monthly bookkeeping
Record and categorize transactions, maintain consistent account coding, and follow the recurring process agreed for your business.
↗ Organized books
Bank & credit card reconciliations
Compare QuickBooks balances with bank and card statements, investigate differences within scope, and flag items that need your input.
↗ Reconciliation status
Cleanup & catch-up bookkeeping
Work through overdue periods, uncategorized transactions, duplicate entries, or incomplete bookkeeping after agreeing which issues and periods are included.
↗ A prioritized cleanup plan
Monthly financial reports
Prepare agreed reports such as profit and loss and balance sheet, with cash-flow reporting where included in the engagement.
↗ Reports ready to review
CPA coordination
Keep records, reconciliations, reports, and open questions organized so your CPA or tax professional can review the information more efficiently.
↗ Organized handoff
When the books need attention
QuickBooks behind, out of balance, or hard to trust?
You don’t need to know every fix before asking for help. We start by understanding what’s happening in the file, then agree on a realistic scope and priority order.
✓Bank or credit card balances that do not reconcile
✓Several months of bookkeeping still outstanding
✓Uncategorized, duplicated, or unclear transactions
✓Reports that need review before a CPA handoff
Understand what’s wrong
Review the relevant accounts, time periods, reports, and records available to identify the main gaps before cleanup starts.
Agree on the work
Confirm the periods, accounts, reports, and tasks included—along with any items that need documents or decisions from you.
Clean up in stages
Address the agreed transactions and reconciliation items in a sensible sequence, keeping exceptions visible rather than guessing.
Set up the next month
Agree on a recurring checklist and reporting cadence so the books have a clearer path after historical work is complete.
What you receive
A useful handoff—not just transactions entered.
The details depend on your agreed scope, but the goal is practical: know what was handled, what still needs an answer, and what you can review next.
Talk through your current books ↗Typical bookkeeping handoffScope-dependent
✓
Records categorized and reviewed
Transactions processed based on the agreed bookkeeping period and available documents.
✓
Reconciliation progress
Reconciled accounts plus a list of differences or missing information needing follow-up.
✓
Financial reports
Reports agreed for the engagement, commonly profit and loss and balance sheet.
✓
Open-items summary
Questions, missing documents, or decisions needed from you or your CPA before the next step.
Who we help
Support that fits the situation you’re in.
QuickBooks bookkeeping can be scoped for a growing business, a cleanup project, or an accounting firm managing client workload.
Growing businesses
Keep recurring bookkeeping, reconciliations, and monthly reporting moving without hiring a full-time bookkeeper for every task.
Explore monthly support →Businesses catching up
Work through a bookkeeping backlog, clarify what needs attention, and establish a more maintainable monthly process.
Discuss cleanup work →CPA & accounting firms
Add remote bookkeeping capacity for defined client work, recurring engagements, or overflow periods. White-label needs can be discussed.
Discuss firm support → How the engagement works
A clear process from first call to monthly handoff.
We agree on access, tasks, and expectations before the ongoing work begins.
Discuss the books
Tell us about your business, QuickBooks setup, outstanding periods, accounts, and reporting needs.
Review & scope
Define the work, timelines, reporting expectations, access needs, and pricing before starting.
Complete the work
Handle the agreed bookkeeping, reconciliations, cleanup tasks, and reporting with questions raised when needed.
Review & continue
Share the agreed outputs and open items, then continue monthly or close out the project based on the engagement.
Starting prices
Start with the help you need.
Choose focused hourly work, recurring monthly support, or a separately scoped arrangement for your accounting firm.
Scope comes first. Final pricing depends on transaction volume, account complexity, cleanup status, reporting needs, and the agreed tasks.
Hourly support
Focused QuickBooks help
For a defined task or limited workload
$10 /hour starting
Flexible bookkeeping help for reconciliations, transaction review, and scoped cleanup tasks.
May include, based on scope
- ✓ Transaction categorization
- ✓ Bank and card reconciliations
- ✓ Cleanup task support
- ✓ Email updates and open items
Monthly support
Recurring bookkeeping
For businesses seeking a steady routine
$249 /month starting
Ongoing QuickBooks support with a defined recurring checklist and reporting expectations.
Agreed monthly workflow
- ✓ Recurring bookkeeping
- ✓ Reconciliation workflow
- ✓ Monthly reports as agreed
- ✓ Open-items follow-up
CPA & accounting firms
Firm support
For recurring client books or overflow
Custom
Scope the client workload, turnaround expectations, review process, and communication arrangements with your firm.
Engagement can cover
- ✓ Defined client bookkeeping
- ✓ White-label arrangement by agreement
- ✓ Recurring or project work
- ✓ Flexible capacity planning
Not sure which option fits? Talk through your QuickBooks needs →
QuickBooks FAQs
Questions before you get started?
Here are straightforward answers about the scope, cleanup process, pricing, and remote support.
Ask about your books ↗What is included in Accountrise's QuickBooks bookkeeping service?
Depending on the agreed scope, services can include transaction categorization, bank and credit card reconciliations, cleanup and catch-up bookkeeping, month-end support, financial reporting, and CPA coordination.
Can you clean up an existing QuickBooks Online file?
Yes. We can review the existing file, identify bookkeeping periods or reconciliations that need attention, agree on the cleanup scope, and work through the agreed items.
Do you work with CPA firms?
Yes. Accountrise provides remote bookkeeping support for CPA and accounting firms, including recurring client bookkeeping and scoped overflow work. White-label arrangements can be discussed during scoping.
How much does QuickBooks bookkeeping cost?
Hourly support starts at $10 per hour and monthly support starts at $249 per month. CPA-firm work can be scoped separately. Final pricing depends on transaction volume, account complexity, cleanup needs, reporting, and the agreed work.
Do you support businesses outside the United States?
The United States is Accountrise's primary market, and Canadian clients are also served. The engagement scope is discussed based on the business's accounting workflow and requirements.
Let's review your QuickBooks file
Get a clear next step for your books.
Tell us whether you need monthly bookkeeping, reconciliations, cleanup, catch-up work, or CPA-firm capacity. We’ll discuss the current situation and agree on a practical scope before work begins.