Professional Bookkeeping That Keeps Your Business Financials on Track
Get dependable bookkeeping support designed to keep your accounts reconciled, financial records organized, and reports accurate throughout the year. Choose the level of support that fits your business today, with room to grow as your needs change.
Choose the Support Your Business Needs
QuickBooks Online Setup
Start with a professionally organized QuickBooks Online account customized for your business.
Essential Bookkeeping
Dependable monthly bookkeeping, reconciliations, transaction categorization, and financial statements.
Professional Bookkeeping
More hands-on support including AP/AR, payroll-account reconciliation, and monthly financial review.
Executive Bookkeeping
Higher-level accounting support including budgeting, forecasting, financial oversight, and year-end CPA coordination.
Choose the Right Level of Bookkeeping Support
From a professionally structured QuickBooks Online setup to ongoing monthly bookkeeping and higher-level accounting support, choose the option that best fits where your business is today.
QuickBooks Online Setup
Build your QuickBooks Online account correctly from the start with a customized financial system designed around your business.
- QuickBooks Online company setup
- Customized chart of accounts
- Bank and credit-card connections, up to 2 each
- Customer and vendor setup
- Products and services setup
- Sales-tax configuration, if applicable
- Beginning-balance setup
- Financial report setup
- Workflow recommendations
- One-hour personalized QuickBooks training
Essential Bookkeeping
Reliable monthly bookkeeping designed to keep your business organized and your financial records accurate throughout the year.
- Monthly bookkeeping
- Bank and credit-card reconciliations
- Transaction categorization
- Monthly financial statements
Professional Bookkeeping
More hands-on bookkeeping support with stronger financial oversight, payroll-account review, and improved visibility into your business finances each month.
- Everything included in Essential
- Accounts payable and receivable support
- Payroll-account reconciliation
- Payroll-liability reconciliation
- Coordination with your payroll provider
- Monthly financial review
- Priority email support
Executive Bookkeeping
Comprehensive accounting support for businesses that need greater financial visibility, oversight, planning, and year-end coordination.
- Full accounting support
- Accrual-basis accounting
- Budgeting and forecasting
- Payroll-account oversight
- CPA coordination for year-end tax preparation
Not sure which option is right for your business? Schedule a complimentary consultation and we'll discuss your business, current bookkeeping needs, and the level of support that makes the most sense. Final pricing may vary based on transaction volume, number of accounts, business complexity, payroll requirements, and the level of support needed.
Professional Bookkeeping You Can Feel Confident About
Your bookkeeping is more than entering transactions. Accurate financial records help you understand your business, prepare for tax time, and make better financial decisions throughout the year.
QuickBooks Online Advanced Certified
Work with a QuickBooks Online Advanced Certified ProAdvisor who understands how to properly organize, review, reconcile, and maintain your QuickBooks file.
Intuit Certified Bookkeeper
Your books are supported by professional bookkeeping knowledge including reconciliations, account review, transaction categorization, and financial reporting.
Accuracy & Attention to Detail
Your accounts are reviewed carefully so errors, unusual balances, and reconciliation issues can be identified before they create larger problems.
Support That Grows With You
Choose the level of bookkeeping support you need now and move into additional accounting support as your business becomes more complex.
Phillips Bookkeeping Services provides personalized bookkeeping support for small businesses that want organized records, dependable financial reporting, and a professional they can turn to when questions come up.
Getting Professional Bookkeeping Support Is Simple
We'll start by understanding your business, reviewing your current bookkeeping needs, and recommending the level of support that makes the most sense for you.
Schedule Your Consultation
Choose a convenient time for a complimentary consultation so we can learn more about your business, bookkeeping needs, and current challenges.
We Review Your Needs
We'll discuss your QuickBooks setup, financial accounts, transaction volume, reporting needs, and the level of ongoing support your business requires.
Receive Your Recommendation
You'll receive a recommended bookkeeping plan and pricing based on your business size, complexity, and the services you actually need.
We Get to Work
Once you're ready to move forward, we'll complete onboarding and begin organizing, maintaining, and reviewing your books according to your plan.
No complicated process and no guessing which service you need. We'll help you determine the right starting point for your business.
Schedule My Free ConsultationDependable Bookkeeping Makes a Difference
Our goal is to make bookkeeping easier to manage while giving business owners accurate, organized financial records they can feel confident about.
“Working with Phillips Bookkeeping Services has made managing the financial side of my business so much easier. Taneisha is knowledgeable, responsive, and pays close attention to the details. She keeps everything organized, makes sure my books are accurate, and explains things in a way that is easy to understand. I feel much more confident knowing my bookkeeping is being handled professionally.”
Your bookkeeping shouldn't leave you wondering whether your numbers are accurate. With consistent reconciliations, organized records, and professional support, you can spend less time worrying about the books and more time running your business.
Questions About Monthly Bookkeeping?
Here are answers to some of the most common questions about working with Phillips Bookkeeping Services.
What is included in monthly bookkeeping?
Your exact services depend on the bookkeeping plan you select. Monthly support may include transaction categorization, bank and credit-card reconciliations, monthly financial statements, accounts payable and receivable support, payroll-account reconciliation, financial review, and other accounting support based on your plan.
Why is there an onboarding fee?
Onboarding allows us to properly review and organize your bookkeeping environment before regular monthly service begins. This may include reviewing your QuickBooks file, chart of accounts, financial accounts, opening balances, existing workflows, integrations, and other information needed to establish an accurate starting point.
What if my QuickBooks needs cleanup before monthly bookkeeping can begin?
If your books contain unreconciled accounts, inaccurate balances, duplicate transactions, categorization issues, or prior-period problems, a separate QuickBooks cleanup may be recommended before monthly bookkeeping begins. We'll identify this during the initial review and explain what needs to be corrected before moving forward.
Do you only work with businesses in Colorado?
No. Phillips Bookkeeping Services works remotely with businesses throughout the United States using QuickBooks Online and secure cloud-based accounting tools. Meetings and bookkeeping support can be handled virtually.
Do I need to already use QuickBooks Online?
Not necessarily. If you're starting a new business or moving from another accounting system, QuickBooks Online Setup is available to help establish the correct chart of accounts, financial connections, beginning balances, reporting structure, and bookkeeping workflow.
Does monthly bookkeeping include payroll processing?
Some bookkeeping plans include payroll-account reconciliation, payroll-liability review, and coordination with your payroll provider. Payroll processing, employee onboarding, payroll-tax filings, corrections, and other payroll administration may be provided separately depending on your needs.
Why do some bookkeeping plans say “starting at”?
Every business is different. Final pricing may depend on transaction volume, the number of bank and credit-card accounts, payroll complexity, accounts payable and receivable activity, reporting requirements, number of entities, and the overall level of accounting support required.
How do I know which bookkeeping plan is right for me?
You don't have to choose on your own. During your complimentary consultation, we'll discuss your business, current bookkeeping situation, financial accounts, and ongoing needs. From there, we'll recommend the level of support that best fits your business.
Still have questions? Start with a complimentary consultation and we'll talk through your bookkeeping needs before you make a decision.
Schedule My Free ConsultationSpend Less Time Managing Your Books and More Time Running Your Business
Get dependable bookkeeping support that keeps your accounts reconciled, financial records organized, and reports up to date. Start with a complimentary consultation and we'll help you determine the right level of support for your business.