Accurate Books. Clear Reports. Dependable Support.
Pro Bookkeeping & Payroll provides monthly bookkeeping, cleanup, payroll, QuickBooks Online, sales tax, 1099, and multi-location support for small businesses. We keep your books current, provide clear financial reports, and help you understand your numbers.
Monthly Bookkeeping
Best for businesses that need accurate, up-to-date books and clear monthly reports to understand performance and make better decisions.
- Categorization and review of business income and expenses
- Reconciliation of bank, credit card, loan, and payment accounts
- Review and correction of duplicate, missing, or incorrectly recorded transactions
- Monthly Profit and Loss, Balance Sheet, and Cash Flow reports
- Tracking of unpaid invoices, outstanding bills, major vendors, and other business trends
Reports Included
Monthly bookkeeping includes a consistent reporting package, so the same numbers arrive in the same format every month.
- Monthly Profit and Loss
- Year-to-Date Profit and Loss
- Balance Sheet
- Statement of Cash Flows
- Accounts Receivable Aging
- Accounts Payable Aging
- Top 10 Vendors
- Custom reports upon request
Cleanup and Catch-Up Bookkeeping
Best for businesses that are behind, have unreconciled accounts, or need errors in their books corrected.
- Review and correction of incomplete or inaccurate records
- Reconciliation of prior bank, credit card, loan, and payment accounts
- Correction of duplicate, missing, and miscategorized transactions
- Cleanup and organization of the Chart of Accounts
- Preparation of accurate, organized, and tax-ready books
The scope and pricing depend on the condition and complexity of your books.
I've needed to hire a bookkeeper for a while, especially after opening my business less than a year ago. I had kept all of my receipts but hadn't entered anything into QuickBooks yet. Thankfully, I found Pro Bookkeeping.
Payroll Services
Best for businesses that need dependable payroll processing, organized records, and payroll filing support.
- Employee setup and payroll processing
- Direct deposit and paycheck calculations
- Federal and state payroll tax filing coordination
- Quarterly payroll reports and W-2 preparation
- Payroll reconciliation in QuickBooks Online
Services depend on your payroll platform, employee count, payroll frequency, and selected service plan.
Sales Tax Services
Best for businesses that collect sales tax and need help preparing returns and meeting filing deadlines.
- Review of taxable and non-taxable sales
- Reconciliation of sales and sales tax activity
- Preparation and filing of sales tax returns
- Payment coordination
- Filing confirmations and supporting records
1099 Services
Best for businesses that pay contractors and need organized, accurate year-end reporting.
- W-9 collection and tracking
- Contractor and vendor payment review
- 1099 eligibility review
- Preparation of applicable 1099 forms
- Electronic filing and recipient delivery
QuickBooks Online Services
Best for businesses that need QuickBooks Online setup, cleanup, organization, or ongoing support.
- New company setup
- Chart of Accounts organization
- Bank, credit card, payroll, and payment connections
- Cleanup and correction of existing records
- QuickBooks Online training and support
Available as a one-time project or as part of ongoing monthly bookkeeping.
Franchise and Multi-Location Bookkeeping
Best for owners who need consistent bookkeeping and clear reporting across multiple locations or entities.
- Separate tracking for each location or entity
- Consistent Chart of Accounts and financial processes
- Location-level Profit and Loss reporting
- Consolidated financial reports
- Comparison of revenue, expenses, and profitability across locations
Tax Preparation and CPA Coordination
Best for businesses that need tax-ready books or direct coordination with their CPA. We can assist with eligible business & personal tax preparation under a separate engagement or coordinate with your preferred CPA by providing accurate, organized, and tax-ready books.
- Year-end bookkeeping review
- Balance Sheet and supporting schedule reconciliation
- Tax-ready financial statements
- Supporting financial documentation
- CPA communication and follow-up
How Pricing Works
Pricing depends on the number of accounts, monthly transaction volume, payroll needs, sales tax filings, loans, locations, cleanup work, and reporting requirements. After reviewing your books, we provide a clear proposal before work begins.
Ready to Get Your Books in Line?
Let’s review your bookkeeping needs and create a service plan that fits your business.