Bookkeeping Services

Monthly bookkeeping, CPA-managed.

QuickBooks Online bookkeeping for Colorado Springs small businesses. We handle the transactions, reconciliations, and records so you can focus on your clients.

QuickBooks Online Experts

We manage your books entirely in QBO — recording transactions, categorizing expenses, and keeping your chart of accounts organized.

Monthly Reconciliation

Every month we reconcile bank, credit card, and loan accounts down to the penny. Discrepancies are caught and resolved promptly.

Practice-Focused

Built for small businesses and professional practices with 1–3 partners and 1–10 employees.

What We Handle

Everything you'd expect — and more.

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

A clean, monthly cadence.

Step 1

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.

Step 2

Monthly Transaction Recording

Each month we record and categorize all bank and credit card transactions in QBO, ensuring every dollar is accounted for.

Step 3

Monthly Reconciliation

We reconcile all bank, credit card, and loan accounts against statements. Discrepancies are identified and resolved promptly.

Step 4

Tax-Ready Financials

Your books are always clean and current. When tax season arrives, your financials flow directly into your business tax return.

FAQ

Frequently asked questions.

What bookkeeping software do you use?: QuickBooks Online (QBO) for all bookkeeping engagements. We record transactions, reconcile accounts monthly, and manage loan interest.
How do I get started?: Contact us to discuss your bookkeeping needs and we'll put together a plan that fits your business. Bookkeeping and tax prep are handled by the same CPA team.
What if my books are a mess right now?: We handle cleanup during onboarding — organizing existing records in QBO, reconciling past months, and establishing clean processes going forward.
How often will my books be updated?: Monthly. We record bank and credit card transactions, reconcile every account, and record loan interest each month.
Do I need to give you bank access?: No. We work through QBO using read-only bank feed connections — we can see transactions for recording and reconciliation, but cannot move funds.
What's the difference between bookkeeping and tax preparation?: Bookkeeping is the year-round process of recording and reconciling. Tax preparation is the annual filing using those records. We handle both, so everything flows together.