Monthly Bookkeeping Services (QuickBooks Online)
Stay caught up with reconciliations and CPA-ready reports each month, with payroll support available as an add-on.
As small business owners ourselves, we know how stressful it is when your books are behind, messy, or confusing. Your Clean Books exists to take bookkeeping off your plate so you can focus on running and growing your business, not chasing receipts and worrying about tax time.
We provide virtual bookkeeping and payroll services for small businesses in Florida and across the U.S., with flat monthly pricing and clear communication from a husband-and-wife team you actually know.
How Our Services Work
Our monthly remote bookkeeping service keeps your numbers clean, current, and tax-ready all year long.
What’s included:
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Downloading and categorizing all business bank and credit card transactions
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Reconciling bank and credit card accounts so nothing slips through the cracks
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Recording income and expenses in the proper categories
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Recording owner draws, owner contributions, and transfers correctly
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Maintaining your chart of accounts so your reports actually make sense
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Monthly financial statements (Profit & Loss, Balance Sheet, and more)
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Simple summaries in plain English so you understand what the numbers mean
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Email support for “how do I record this?” or “what does this report mean?” questions
Your Result:
You always know where your money is going, how much you’re really earning, and you’re prepared for tax season, without having to touch a spreadsheet.
Monthly Bookkeeping (Core Service)
If your books are behind, inconsistent, or you’re not sure where anything stands, you’re not alone, and you’re not a bad business owner. You’re just busy.
We offer one-time cleanup and catch-up projects for businesses that need to:
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Get months (or years) of transactions properly categorized
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Fix errors in existing QuickBooks files
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Reconcile accounts that haven’t been reconciled in a while
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Prepare clean, accurate books for a tax pro or lender
We meet you where you are, clean everything up, and then (if you’d like) move you into our monthly service so you stay caught up going forward.
Cleanup & Catch-Up Bookkeeping
We can manage payroll alongside your bookkeeping, so everything stays in sync.
Our payroll services can include:
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Setting up or reviewing your payroll system
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Processing regular payroll runs for owners and employees
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Recording payroll entries accurately in your books
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Coordinating with your payroll provider for tax filings and reports
We work with popular online payroll platforms to make sure your payroll activity flows smoothly into your online bookkeeping, so your reports and tax prep are accurate.
Payroll Services
We’re not a CPA firm, and that’s intentional. Our role is to keep your day-to-day books clean, so your tax professional can do their best work.
Here’s how we help with taxes without actually preparing returns:
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Maintain accurate, up-to-date financials all year
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Provide organized year-end reports for your tax pro
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Help you and your tax pro understand how transactions were coded
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Make adjustments in your books based on your tax pro’s recommendations
If you already have a CPA/Accountant, we’re happy to work directly with them. If you don’t, we can help you understand what to look for when choosing one.
How We Work With Your Tax Professional
We use QuickBooks Online as our primary accounting platform because it’s secure, cloud-based, and designed for small businesses.
For you, that means:
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You can view your numbers anytime, from anywhere
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Your tax pro can access what they need without chasing files
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We can work together seamlessly, even if we never meet in person
We handle the setup and day-to-day maintenance so you don’t have to become a software expert.
QuickBooks Online
If you’re generating revenue, wearing too many hats, and you want clean, reliable books without adding another employee, we’re a great fit.
We specialize in helping solo entrepreneurs, small businesses, and medium-sized businesses, including:
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Service-based businesses
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Online businesses (Coaches, speakers, podcasters, creators, and freelancers)
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White-collar professionals
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Blue-collar professionals
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Brick-and-mortar businesses
Who We Serve
1. Schedule a Free Discovery Call
We’ll talk through your business, your current bookkeeping setup, and what’s stressing you out. You’ll share your goals and we’ll ask a few simple questions so we understand where you are now.
2. Get a Clear Plan & Quote
Based on your transaction volume and complexity, we’ll recommend the right level of service (monthly bookkeeping, cleanup + monthly, payroll add-on, etc.) along with flat monthly pricing—no surprises.
3. We Take Bookkeeping Off Your Plate
We set up or clean up your QuickBooks file, connect your accounts, and begin our monthly process. You’ll start receiving clean, simple reports and have a team you can email when questions come up.
How It Works
Frequently asked questions
Ready To Take Bookkeeping Off Your Plate?
If you’re tired of guessing, dreading tax time, or trying to DIY your bookkeeping on nights and weekends, we’d love to help.
Schedule a Free Discovery Call and let’s see if we’re a good fit for your business.