Bookkeeping services
Monthly bookkeeping services
Flat-rate monthly bookkeeping in QuickBooks Online from an award-winning firm led by a licensed professional. Reconciled accounts, bills paid on time and clear monthly reports, so you always know where your business stands.
What we do
Bookkeeping that keeps up with your business
Monthly bookkeeping
Every account reconciled and every transaction categorized, on a flat monthly fee.
Catch-up & cleanup
Months or years behind? We bring your books current and correct what's been miscategorized.
QuickBooks setup & training
A chart of accounts that fits your business, set up once and set up right, with training for your team.
Bill pay & accounts payable
Vendor bills entered and paid on schedule, so nothing slips. Available on plans from $3,000/month.
Invoicing & accounts receivable
Invoices out the door and follow-up on what customers owe you. Available on plans from $3,000/month.
Sales tax & payroll
Sales tax reports and filings for businesses that collect sales tax, plus payroll, added to your bookkeeping.
Every month
What lands in your inbox
Clean, reconciled books and the reports you need to run the business.
- Bank and credit card accounts reconciled
- Transactions entered and categorized
- Bills paid and payables tracked
- Sales tax reports and filings, if your business collects sales tax
- Profit & loss statement
- Balance sheet
- Books ready for your tax filings
Need more than bookkeeping?
Our controller and fractional CFO services add a monthly close, financial reporting, budgets and cash flow forecasting, from $1,500/month.
Your information stays here
We don't send your work overseas
Many accounting firms outsource bookkeeping and tax prep to offshore teams, which means asking you to sign a consent form so your tax information can be sent outside the U.S. We don't. Everything stays in house with our team here in San Luis Obispo. We do the accounting and tax work ourselves. There's no third-party authorization to sign, and your financial information doesn't end up with strangers in another country.
Questions
Common questions
What software do you use?
QuickBooks Online. As Certified QuickBooks ProAdvisors we can also get you a discount on your subscription.
What if my business doesn't fit one of your plans?
We'll build a custom plan around your accounts, transaction volume and schedule. Monthly, quarterly and as-needed options are available.
I'm behind on my books. Can you help?
Yes. We do catch-up and cleanup work, then move you onto a monthly plan so you stay current.
Do you do my taxes too?
Yes. Tax preparation and planning are a separate service from your bookkeeping plan. Bookkeeping clients get priority.
Do I need to be local?
No. We serve businesses across San Luis Obispo County, Santa Barbara County and South Lake Tahoe, and work with clients everywhere else online.
Ready to talk?
Your first consultation is free. Send us a note or email alexa@heteraccountancy.com.