QuickBooks Online Services
Setup, cleanup, bookkeeping, and written platform support from a licensed NJ CPA. I am the sole practitioner. I am responsible for every engagement, and I review, approve, and sign all client-facing work.
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
Under a written scope, I can handle QuickBooks Online setup, cleanup, reconciliation, bookkeeping, reporting, or migration. Monaco CPA does not claim 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.
You can check the current status of my New Jersey CPA credential with the State Board before you rely on it. A setup, cleanup, or reconciliation scope can include tax-return mapping and classification review, based on the complete records you supply. It does not promise a particular tax or reporting outcome.
QuickBooks Services
Examples of work I can include when your written scope lists it.
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
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; unless payroll operation is separately accepted in writing, the client or provider sets up, runs, transmits, and files; payment transmission remains with the client or its provider
- Written platform guidance for accepted business workflows
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 TaxDome client portal 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.
I am the sole practitioner. I am responsible for every engagement, and I review, approve, and sign all client-facing work.
QuickBooks for Your Industry
Transaction and reporting patterns differ by business. These links are general examples. They do not claim experience in each industry or promise that I can accept a particular file or workflow.
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
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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?
I read each inquiry myself and do my best to reply within a week. Sending the form creates no engagement and promises no call, consultation, or outcome. Any scope, price, availability, and timing are agreed in writing before work starts.
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.