QuickBooks Online Bookkeeping Services
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.
Delivery Model
Virtual-first QBO bookkeeping for U.S. service businesses
Monthly Close
Books closed by the 3rd business day starting Month 2
Platform
QuickBooks Online with CPA review and automation support
Monthly books that are current, reviewed, and useful.
The engagement is built around recurring monthly service, not a one-time cleanup. Cleanup and onboarding happen first so the close can run on a repeatable cadence.
See the monthly processQuickBooks 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
From messy handoffs to a repeatable close.
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.
Monthly processing
Transactions are categorized, exceptions are flagged, bank and credit card accounts are reconciled, and supporting workflows run throughout the month.
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.
Good fit
- 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
Not a 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
Pricing path and next step.
Atkins CPA uses a single monthly offer: $3,000/month for client accounting services on QuickBooks Online. The free assessment confirms whether your books, workflow, and service needs match the model before you commit.
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.