They can also send PDF copies of key financial reports including your profit and loss statement and balance sheet. Additionally, Units Consulting Ltd. offers prepare documentation and procedures, quarterly reviews and year-end adjusting journal entries, and ongoing support services. Taking the full potential of QuickBooks capabilities depends how the system is setup.

A business always needs to be in touch with its finances, monitoring cash flow, getting money from customers and dealing with suppliers. A good certified QuickBooks accountant will make this so much easier for you as the business owner – at Units Consulting Ltd. we aim to be the best. Expert Assisted is a monthly subscription service that requires a QBO subscription and provides expert help to answer your questions related to the books that you maintain full ownership and control. An expert can guide you through QBO setup and answer questions based on the information you provide; some bookkeeping services may not be included and determined by the expert. For more information about Expert Assisted, refer to the QuickBooks Terms of Service.

Proven expertise

We believe everyone should be able to make financial decisions with confidence. Live Bookkeepers aren’t responsible for errors resulting from incorrect information that you provide, or if you re-open the books by overriding closure after a Live Bookkeeper completes the month-end closure. Or let a tax expert powered by TurboTax do your taxes for you, start to finish.

If you need immediate assistance, we can use the internet to remotely access your computer and your QuickBooks file without costly travel time. Yes, you’re free to switch QuickBooks Online plans or cancel at any time. Typical cleanup is complete within 30 days after receiving all necessary documentation. See how connecting with experts one-on-one gives this busy voice-over artist the confidence her books are done right and frees up time for the things she loves to do.

1. QuickBooks is the ideal business accounting software for small to mid-sized businesses.
2. You can cancel your QuickBooks Live plan or upgrade from Live Expert Assisted to Live Expert Full-Service Bookkeeping at anytime.
3. If your monthly average is $0-10,000 per month, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $300.
4. The service doesn’t include financial advisory services, tax advice, facilitating the filing of income or sales tax returns, creating or sending 1099s, or management of payroll.
5. Connect one-on-one with experts so you can manage your books with ease.

Get your books done right

Although QuickBooks Live Bookkeeping offers “full-service” bookkeeping, some tasks often fall to in-house or outsourced bookkeepers that aren’t included in the service. And keep in mind this service won’t make tax filings on your behalf, so you’ll holding more than 50% of shares ownership have to handle that separately. Your bookkeeper gets to know your business and provides ongoing bookkeeping services. Terms, conditions, pricing, special features, and service and support options subject to change without notice. Small businesses often schedule video appointments once or twice per month to discuss questions and to review results.

You can contact your bookkeeper anytime to schedule a live video chat or to discuss questions or concerns about your bookkeeping. Ongoing communication is available at any time via document sharing and live chat, either with your bookkeeper or a member of your bookkeeper’s team. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research.

Thousands of businesses use QuickBooks Live1

These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance. We customize and maintain QuickBooks to provide you with useful and timely information in the form of financial statements, reports and graphs. Next, your bookkeeper will take on the monthly management of your books.

You’re our first priority.Every time.

If the cost of QuickBooks Live is an issue for you, you might consider Wave Accounting software with the Wave Advisor service add-on as a more cost-effective alternative. Wave Accounting is one of the very few business accounting software providers on the market that’s completely free. The team of Live bookkeepers includes professionals from almost all industries. During the onboarding process, we try to match you with a bookkeeper who has experience in your industry. If that isn’t possible, we try to make sure that a member of the bookkeeping team has the experience necessary to handle industry-specific questions that you may have. If you invoke the guarantee, QuickBooks will conduct a full n evaluation of the Live Bookkeeper’s work.

They will also help you with ongoing, basic bookkeeping and QuickBooks questions, like how to use QuickBooks’ reporting features, assistance with bank connections, and setting up customers and vendors. Your QuickBooks Live Bookkeeper will not send invoices, pay bills, manage your inventory, or provide tax or financial advisory services. A QuickBooks Expert cannot begin cleaning up your past books until they receive the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.