---
title: "QuickBooks Online Bookkeeping Services"
url: "https://atkinscpafirm.com/quickbooks-online-bookkeeping/"
description: "CPA-led QuickBooks Online bookkeeping for service businesses: cleanup, monthly reconciliations, close automation, financial reporting, and no tax prep."
---

# QuickBooks Online Bookkeeping Services

## Quick Answer

Atkins CPA provides CPA-led QuickBooks Online bookkeeping for service-based businesses that need clean books, monthly reconciliations, close automation, and financial reports they can actually use. The work includes cleanup and onboarding, a recurring monthly workflow, CPA review, and books closed by the 3rd business day starting Month 2. We do not prepare tax returns, audits, attest, or assurance work.

## What Is Included

- QuickBooks Online cleanup and onboarding
- Monthly bank and credit card reconciliation
- Recurring transaction categorization and exception review
- CPA-reviewed financial statements
- Monthly close workflow and owner walkthrough
- Automation across QuickBooks Online, Microsoft 365, and n8n where appropriate

## Service Area

United States

## Who It Fits

- Service-based businesses already using or willing to use QuickBooks Online
- Owners who need reliable monthly financials by the 3rd business day
- Teams that want automation plus CPA review instead of a manual-only bookkeeper
- Businesses that need better reporting before they add tax planning or CFO support

## Who It Does Not Fit

- Tax preparation, tax filing, audit, attest, or assurance engagements
- Businesses committed to Xero, Wave, spreadsheets, or paper-first workflows
- Inventory-heavy retail, restaurants, construction WIP, or complex multi-entity groups
- One-time cleanup projects that do not continue into monthly bookkeeping

## Monthly Workflow

### 1. Cleanup and onboarding

We review the current QuickBooks Online file, bank feeds, chart of accounts, reconciliation status, and recurring issues before rebuilding the monthly workflow.

### 2. Monthly processing

Transactions are categorized, exceptions are flagged, bank and credit card accounts are reconciled, and supporting workflows run throughout the month.

### 3. CPA review and reporting

Hunter reviews the close, financial statements are delivered, and the monthly walkthrough focuses on what changed and what the numbers mean.

## Pricing Path

Atkins CPA uses a single monthly offer: $3,000/month for client accounting services on QuickBooks Online. Start with a free assessment so Hunter can confirm fit, QuickBooks Online readiness, and what needs to happen in Month 1.

## Related Pages

- [CPA bookkeeping in Allen and DFW](https://atkinscpafirm.com/dfw-cpa-bookkeeping/)
- [Pricing](https://atkinscpafirm.com/pricing/)
- [How we work](https://atkinscpafirm.com/how-we-work/)
- [Free assessment](https://atkinscpafirm.com/free-assessment/)
- [CAS vs. bookkeeping](https://atkinscpafirm.com/blog/client-accounting-services-vs-bookkeeping/)

## Frequently Asked Questions

**Can you clean up my existing QuickBooks Online file?**

Yes, if the cleanup is part of an ongoing monthly bookkeeping engagement. Month 1 is used to review the file, clean up the starting point, and build the workflow for recurring monthly closes.

**What is included each month?**

Monthly service includes QuickBooks Online transaction review, bank and credit card reconciliations, exception handling, CPA review, financial reporting, and a monthly walkthrough.

**Do you support bookkeeping software other than QuickBooks Online?**

No. Atkins CPA focuses on QuickBooks Online because the monthly close, reporting, and automation workflows are built around that system.

**Does QuickBooks Online bookkeeping include tax preparation?**

No. Atkins CPA does not prepare tax returns and does not perform audit, attest, or assurance work. The service is monthly bookkeeping, client accounting, reconciliation, reporting, and close automation.

## Get Started

- [Free Assessment](https://atkinscpafirm.com/free-assessment/)
- [How We Work](https://atkinscpafirm.com/how-we-work/)
- [Pricing](https://atkinscpafirm.com/pricing/)
- [Book a 15-minute call](https://calendly.com/atkinscpa/fitcall)