QuickBooks Online Services
Setup, cleanup, bookkeeping, and written platform support from a licensed NJ CPA. Greg remains responsible for every engagement and reviews, approves, and signs all client-facing work. Greg is the sole practitioner.
Quick Answer
- QuickBooks Online work is limited to the features, records, periods, and deliverables identified in an accepted written scope.
- QuickBooks setup starts at $500 only when offered under an accepted written scope; the exact work and fee are stated in that scope before work begins.
- A written cleanup scope identifies the records, periods, corrections, reconciliations, reports, fee, and schedule; no turnaround is promised before acceptance.
- Any chart-of-accounts or tax-return mapping review is limited to the records, periods, and deliverables identified in the accepted written scope.
- Monthly bookkeeping starts at $300/month only when offered under a separately accepted written scope.
CPA-Led QuickBooks Online Support
QuickBooks Online is an accounting platform. An accepted scope can address specified setup, cleanup, reconciliation, bookkeeping, reporting, or migration work without implying an Intuit certification, program membership, program tier, or endorsement.
Written platform guidance is limited to the documented question, QBO features, and records supplied through the agreed workflow.
Verify current New Jersey credential status with the State Board before relying on a representation. An accepted setup, cleanup, or reconciliation scope can include tax-return mapping and classification review based on the complete records supplied; it does not promise a particular tax or reporting outcome.
QuickBooks Services
Examples of work that may be included only when listed in an accepted written scope.
QuickBooks Setup
- Chart of accounts reviewed against the intended reporting workflow
- Bank and credit card feed connections
- Account mapping for payment-processor activity already imported into QBO
- Review of NJ sales-tax configuration reports; the client or provider configures, files, and pays
- Agreed class or location tracking for supported reporting needs
QuickBooks Cleanup
- Specified transaction review and proposed recategorization
- Agreed bank and credit-card reconciliations for listed periods
- Duplicate entry identification and removal
- Undeposited funds and suspense account clearing
- Revised agreed reports after listed adjustments
- Agreed year-end review for the covered tax-preparation workflow
Written QuickBooks Guidance
- Written platform guidance through the Monaco CPA contact form
- Viewing invoice and accounts-receivable reports; billing and collections management are not provided
- Written guidance for expense tracking and receipt-capture workflows
- Written guidance for viewing P&L, balance-sheet, cash-flow, and A/R-aging reports
- Written guidance for provider-produced payroll configuration, W-2, new-hire, and filing reports; the client or provider sets up, runs, transmits, files, and pays
- Written platform guidance for accepted business workflows
Written Support & Bookkeeping
- Monthly bookkeeping and reconciliation
- Quarterly written financial-report review under an accepted scope
- Sales-tax liability report review; clients track deadlines and file or transmit payments
- Review of client- or provider-produced year-end reports and 1099 forms; the client or provider transmits filings
- Written platform questions through the Monaco CPA contact form under an accepted scope
- Written guidance on documented QBO features requested under an accepted scope
Migration to QuickBooks
- Data migration from FreshBooks, Xero, Wave, or spreadsheets
- Historical transaction import and mapping
- Chart of accounts translation to QBO structure
- Comparison of agreed opening balances and reports for client approval
- Written QBO transition guidance after migration
Tax-Return Context for QuickBooks
Bookkeeping and tax-return preparation are distinct workstreams. A written scope can identify whether agreed categories or reports will also be compared with an intended federal or NJ return.
A chart-of-accounts review compares available categories with relevant Schedule C, Form 1120-S, or Form 1065 lines. Reconciliation can flag apparent vehicle, meal, and home-office classification questions for the client to resolve from complete source records.
Greg remains responsible for every engagement and reviews, approves, and signs all client-facing work. Greg is the sole practitioner.
QuickBooks for Your Industry
Transaction and reporting patterns can differ by business. These links are general examples, not a claim of experience or a promise that a file, industry, or requested workflow will be accepted.
QuickBooks Service Pricing
Published amounts below are starting prices, not quotes. Any offered scope identifies the covered records, periods, platform features, deliverables, assumptions, fee, and schedule in writing before work begins; submitting the contact form does not create a quote or engagement.
QBO Setup
Chart of accounts, bank feeds, integrations, written workflow guidance
Starting at $500
File Cleanup
Specified transaction review, proposed adjustments, and agreed reconciliations
Fee stated in written scope
Written Platform Guidance
Contact-form guidance tailored to the accepted workflow
Fee stated in written scope
Monthly Bookkeeping
Ongoing reconciliation, categorization, quarterly review
Starting at $300/month
Migration to QBO
Data import, mapping, parallel-run verification, written transition guidance
Fee stated in written scope
See the full pricing page for tax preparation and other service rates.
Related Services
FreshBooks Accounting
Prefer FreshBooks? Setup, bookkeeping, migration, and written platform guidance may be available under an accepted written scope. FreshBooks services →
Bookkeeping & Accounting
Monthly bookkeeping, reconciliation, and financial reporting. Bookkeeping services →
Small Business Tax
S-Corp, LLC, and partnership tax preparation for NJ businesses. Small business services →
Related Reading
QuickBooks FAQ
What QuickBooks Online work can Monaco CPA provide?
How much does QuickBooks setup cost?
Can you fix my existing QuickBooks file? It's a mess.
Do you also work with FreshBooks?
How can tax-return context affect a QuickBooks file?
Need QuickBooks Help?
Greg reviews written contact-form submissions. Any response, availability, scope, price, and timing are confirmed only in writing; submitting the form creates no engagement and promises no call, consultation, or outcome.
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.