Clean Books in
QuickBooks & Xero
Monthly bookkeeping, clean-up and catch-up, and setup in QuickBooks Online and Xero, plus Power BI dashboards that show your cash, profit and receivables at a glance. Clear fixed monthly pricing.
What We Do
QuickBooks Online & Xero, Done Right
Practical bookkeeping and reporting for small and growing businesses on either platform.
QuickBooks Online Bookkeeping
Monthly categorization, bank and credit card reconciliations, and clean financial statements in QuickBooks Online.
- Bank feed review & reconciliations
- P&L, Balance Sheet, A/R & A/P aging
- Clean-up and catch-up of past months
Xero Bookkeeping & Setup
Set up Xero the right way or keep an existing Xero file current: chart of accounts, bank rules, invoicing and month-end reports.
- Xero setup & chart of accounts
- Bank rules & reconciliations
- UK and US small-business friendly
Clean-Up & Catch-Up
Behind on your books? We bring QuickBooks or Xero up to date, fix miscategorized transactions and get you ready for tax time.
- Uncategorized & duplicate cleanup
- Opening balance & undeposited funds fixes
- Priced per month of books
Power BI Dashboards
Turn your QuickBooks or Xero exports into a live Power BI dashboard: revenue, net income, cash, receivables and payables in one view.
- Cash, profit & A/R / A/P at a glance
- Books health checks
- Refresh monthly with new exports
Plans & Pricing
Monthly Bookkeeping for QuickBooks or Xero
Simple monthly plans. Request a quote and we'll confirm the right plan for your books.
Basic
For low-volume businesses that need clean books for taxes.
- Transaction categorization
- Monthly reconciliations
- Profit & Loss report
- QuickBooks Online or Xero
Standard
Full monthly bookkeeping with the reports owners actually use.
- Everything in Basic
- A/R & A/P aging reports
- Balance Sheet
- Payroll integration support
Full-Charge
Hands-off bookkeeping including bills, invoicing and collections.
- Everything in Standard
- A/R & A/P management
- Invoicing & bill pay workflow
- Cash flow management
Clean-up / catch-up projects are quoted per month of books — request a quote.
Drag & Drop Workflow Planner
Drag the modular financial capabilities below into your custom workflow canvas to instantly compute an estimated scope retainership and build your system blueprint.
Available Modules
Drag items or tap '+'Your Custom Architecture Canvas
Engineering Standards
Supported Tech Stack & Integrations
Deep, native engineering capability across enterprise database and accounting engines.
Case Studies
Proven Transformation Outcomes
Real-world results delivered for multi-jurisdictional and high-volume operations.
Multi-Entity Subledger Synchronization
Eliminated 40+ hours of manual monthly consolidation spreadsheets for a Florida parent company and UK subsidiary by deploying an automated FX revaluation and SQL-based intercompany elimination pipeline.
High-Volume Gateway Reconciliation
Engineered a direct API-to-SAP subledger reconciliation engine processing over 150,000 monthly e-commerce transactions with automated variance detection and exception queue handling.
Real-Time Power BI Executive Console
Built direct SQL Server to Power BI live DAX data models offering instant multi-currency P&L, balance sheet, and cash position analytics across 4 operating business units.
Direct Engagement
Let’s Get Your QuickBooks or Xero Books in Order
Reach out directly to discuss system requirements, scope custom automated bookkeeping architectures, or schedule an audit of your current accounting tech stack.
Request Systems Consultation
Complete the details below or drag modules above to automatically populate your customized scope inquiry.
Consultation Request Ready
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