PricingInsightsAboutClient portal (TaxDome, opens in a new tab)
Appearance
Get Started

Bookkeeping & Accounting

Written-scope QuickBooks Online bookkeeping for NJ businesses.

Get StartedView Pricing
No commitment Document instructions after acceptance Written response only

Quick Answer

  • Monthly bookkeeping on QuickBooks Online starting at $300/month
  • Bank reconciliation, categorization, and financial statement preparation
  • QuickBooks Online setup, cleanup, bookkeeping, and written platform guidance
  • Catch-up bookkeeping available for businesses behind on their books
  • Covered bookkeeping records can be used in a separately accepted tax-preparation scope
Overview

Monthly bookkeeping is an ongoing, written-scope accounting service based on client-supplied records. Accepted work may include transaction categorization, bank reconciliation, scope-limited monthly reports (P&L and balance sheet), and QuickBooks Online records work starting at $300/month; completeness or accuracy outside the accepted records and periods is not promised.

Monthly bookkeeping covers the reconciliations, transaction classifications, and financial statements we agree on in writing. Those records support day-to-day management and your tax return.

I work mainly in QuickBooks Online. Whether you need a new setup, a cleanup, or ongoing monthly work, I personally review, approve, and sign everything you receive. I am the firm's sole practitioner.

Bookkeeping does not promise complete records outside the agreed scope, tax savings, or a particular business, financial, compliance or tax result.

Monthly vs. weekly bookkeeping: The right cadence depends on your transaction volume, payroll and cash-flow needs, and when your records are available. If you need current numbers more often, a weekly cadence may be considered. The written engagement sets the cadence, statements, record cutoffs, and estimated timing; there is no standard delivery window.

Platform flexibility: QuickBooks Online is the primary platform used by the practice. FreshBooks may fit service businesses that invoice by time or project, while Xero may fit businesses that prefer its interface or compatible apps. Current plan features, integrations, volume, workflow, and budget should be compared before purchase.

Industries served: Under an accepted written scope, bookkeeping for a service business may address revenue classification and 1099-related records; an e-commerce scope may address inventory costing, marketplace-fee reconciliation, and identified sales-tax records; a restaurant scope may address FICA tip-credit records and cash-basis accounting; and a construction scope may address job-cost and subcontractor-payment records. The covered records, periods, accounts, and deliverables depend on the business facts and written scope.

NJ payroll tax obligations your records may need to track: If your business has employees, the applicable records may include NJ Unemployment Insurance (NJ-927 quarterly), NJ family leave insurance (FLI), NJ disability insurance (TDI), NJ WF/SWF taxes, and local payroll taxes where applicable. Organized categorization can make discrepancies easier to identify and may reduce year-end correction risk; it does not guarantee completeness or prevent an audit.

2026 1099-NEC threshold change: For qualifying nonemployee-compensation payments made in a trade or business, OBBBA Section 70433 raises the ordinary threshold from $600 to $2,000 starting in 2026. Determine the payee and payment type from Form W-9 and the actual payment flow; corporate and other statutory exceptions may apply, and payment-card or third-party-network transactions are generally reported by the applicable settlement entity on Form 1099-K rather than by the business on Form 1099-NEC/MISC. The recipient's treatment depends on the actual payment, receipt, activity, and applicable tax rules; an information-return threshold does not decide that treatment.

Personal Review

Tell Greg what you need help with

Share the basics through the contact form.

Get StartedView Pricing
No commitment Written intake only

Greg has been quoted on property taxes, homeownership costs, and related tax considerations relevant to NJ small business owners and their personal tax situations.

Better.com:Property Taxes by State: What Homeowners Pay in 2026 (opens in a new tab)Yahoo Finance:Charitable contribution deduction: What you need to know for 2025-2026 taxes (opens in a new tab)
View all press coverage →

What's Included

  • Monthly transaction categorization and reconciliation
  • Bank and credit card account reconciliation
  • Monthly financial statements (P&L, Balance Sheet)
  • QuickBooks Online setup and management
  • Chart of accounts customization
  • Vendor and customer master-data review for accounting reports; no billing, collections, AP, AR, or payment execution
  • Receipt and document organization
  • Month-end and year-end close
  • Catch-up bookkeeping for prior periods
  • Integration with tax preparation

How It Works

The written engagement and intake instructions describe the expected steps from first contact through the accepted work; timing and steps may vary with the agreed scope and client-supplied information.

  1. 1

    Contact-Form Intake Review

    Tell me about your business and your books through the contact form. Sending it does not create an engagement or a CPA-client relationship. I send document instructions after you accept a scope.

  2. 2

    Setup or Cleanup

    I set up or clean up your QuickBooks Online file, chart of accounts, and bank-feed connections for the accounts in your scope. The scope lists the access I need, what you receive, and the estimated timing.

  3. 3

    Monthly Management

    I categorize and reconcile the covered transactions and accounts and prepare the agreed financial statements. The scope sets the periods, your record cutoffs, and the estimated delivery timing.

  4. 4

    Ongoing Support

    Questions and report requests are handled through the agreed client channel; deadline monitoring and reminders are not included.

What affects your quote

  • The condition of your records
  • The number of accounts and entities involved
  • The tax years or periods covered
  • The states involved

See published starting prices. Any offered scope is confirmed in writing before work starts.

Frequently Asked Questions

Do I need QuickBooks Online?
QuickBooks Online is the practice's primary platform, but it is not automatically the right fit for every business. Current plan features, integrations, workflow, volume, and budget should be compared with FreshBooks, Xero, or the client's existing system. Migration options can be addressed through written intake.
What if my books are a mess?
A cleanup request may be considered after written intake. If work is offered, the accepted scope identifies the periods, accounts, supplied records, tasks, fee, assumptions, and estimated timing. No price range, completeness result, transition to monthly work, or engagement is promised.
How does monthly bookkeeping help with taxes?
Current reconciled books give the tax preparer organized source records and make classification questions easier to identify. Any tax-planning analysis requires a separate written scope and current information from the client; bookkeeping does not guarantee lower tax or lower preparation fees.
How much does monthly bookkeeping cost?
Monthly bookkeeping starts at $300/month when offered. The written quote and scope depend on transaction volume, covered accounts, software, records, and complexity, and identify the agreed categorization, reconciliation, and reporting tasks. The starting price is not a quote or promise of availability.
Which industries do you serve for bookkeeping?
The industries pages describe examples of records and tax issues that may arise in listed business types. They do not claim experience with every industry or promise acceptance. Any bookkeeping structure, accounts, records, and deliverables are determined only in the written scope.
Can you help with payroll too?
A limited payroll-platform review is available as an add-on to monthly bookkeeping, starting at $100/month. The starting price is not a quote; the accepted written scope states the fee before work begins. I review platform-produced reports, tax-account configuration, and year-end forms. Unless payroll operation is separately accepted in writing, the client or payroll provider selects and sets up the platform, runs payroll, transmits filings, issues W-2s, and submits new-hire reports. Payment authorization and transmission remain with the client or its provider; payroll operation is considered case by case under a separate written engagement.
What's included in the monthly financial statements?
An accepted monthly scope may identify a Profit & Loss statement (income statement) and a Balance Sheet as agreed deliverables, with the covered records, periods, cutoff, and CPA review process stated in writing. Those statements show recorded revenue, expenses, net income, assets, liabilities, and equity based on the records covered by the written scope. Any summary, cutoff, and delivery estimate are engagement-specific; no universal timing or completeness outcome is promised. These are bookkeeping reports, not audited, reviewed, or compiled financial statements, and no assurance is provided on them.
Do you offer weekly bookkeeping?
Other reconciliation frequencies may be considered after intake; weekly service and cash-flow results are not promised. Any offered frequency, records, cutoff, deliverables, fee and timing go in the engagement letter.
How do I get started?
Start with the contact form at monacocpa.cpa/contact and tell me where your books stand. How It Works, above, shows the steps from there.
What's the difference between a bookkeeper and a CPA for monthly bookkeeping?
Provider responsibilities vary. An accepted Monaco CPA scope may cover specified categorization, reconciliation, tax-sensitive classification review, tax-preparation coordination, and statements for routine internal use. It does not guarantee completeness and does not include bank-ready, investor-ready, fundraising, or due-diligence packages.

Request a Bookkeeping Scope

Send your request through the contact form. I read each inquiry myself and do my best to reply within a week. Any scope I offer states the work, price, availability, and next steps, and work starts only after you accept it.

Request a Bookkeeping Intake ReviewContact Me
No commitment Document instructions after acceptance Written response only

Use of this website does not create a CPA-client relationship.

Tax advice disclaimer: This material is for general educational information only and is not legal, tax, or accounting advice for your specific facts. A CPA-client relationship is formed only through a signed engagement letter.