The core service
Monthly Bookkeeping
Transactions recorded, accounts reconciled, and reports kept current in QuickBooks Online, with a person you can reach when something doesn't look right.
Services
Bookkeeping and QuickBooks services.
Monthly bookkeeping, cleanup and catch-up, and QuickBooks Online help for owner-run small businesses: outsourced bookkeeping, done entirely online. Every engagement starts with a free consultation, and pricing is quoted before any work begins. How pricing works.
Request a free consultation
Not sure which service fits? That's what the consultation is for. Prefer to call? 781-924-1489
- QuickBooks Online
- Fully online
- Quoted before work begins
At a glance
All five services, in one place.
Each one is quoted before any work begins, after a free consultation about your books.
Catch up
Cleanup & Catch-Up
A QuickBooks Online file that has fallen behind, or quietly gone wrong, made accurate, organized, and ready for tax time.
Review
QuickBooks Evaluation
A fully online review of your file, from the setup to the daily entries, ending with a one-hour call on what we found and what we recommend.
Learn
QuickBooks Training
Hands-on training inside your own company file, for you, your team, or both.
Migrate
QuickBooks Conversion
Your migration from QuickBooks Desktop to QuickBooks Online, handled end to end, with your records checked before, during, and after.
Where to begin
Start where your books are today.
Most clients begin in one of three places. If you're not sure which fits, that's what the free consultation is for.
Which sounds like you?
“I want reliable ongoing help.”
Monthly bookkeeping
We keep your books current in QuickBooks Online, month after month, so you can see where the business stands.
- Transactions recorded and categorized
- Accounts reconciled every month
- Reports kept up to date
“My books are behind or need correcting.”
Cleanup & catch-up
We bring a QuickBooks Online file that has fallen behind, or gone wrong, back to accurate and organized.
- Missing months entered
- Accounts reconciled to the bank
- Expenses recategorized, ready for tax time
“I need an evaluation, training, or help moving to Online.”
QuickBooks help
An evaluation or a conversion, often the first step toward monthly bookkeeping, and training for teams who keep their own books.
Cleanups, evaluations, and conversions lead into monthly bookkeeping.
What changes
From where the books are to where they should be.
The same five services, told as the before and after owners describe to us most.
Before: Months behind, with receipts still waiting to be entered.
After: Transactions recorded and categorized, month after month.
Before: Bank and card balances that don't match the books.
After: Accounts reconciled against your bank and card statements every month.
Before: Tax time starts with catching up.
After: Your preparer gets finished books.
Before: You can't say how last month went until long after it's over.
After: Reports kept current, with a person to explain them.
Before: Still on QuickBooks Desktop.
After: Migrated to QuickBooks Online, with records checked before, during, and after.
How it works
What working together looks like.
Talk it through
A free consultation about your business, how the books are kept today, and what you need. There's no obligation.
Agree on the scope
You get a recommendation and a quote before any work begins. If the books need a cleanup first, that's scoped on its own.
Start the work
Monthly bookkeeping, beginning with a cleanup, an evaluation, or a conversion if your books need one. Training is there for teams who keep their own books.
From you
Access to your QuickBooks Online file, the documents we ask for (shared digitally), and answers to occasional questions.
From us
The agreed work, done in QuickBooks Online, and a person you can reach by phone or email.
What you receive
It depends on the service:
- Current books and reports
- A corrected file
- Findings and recommendations
- Training on your own file
- A completed migration
Questions
Questions about getting started.
Owner-run businesses of many kinds, including trades and contractors, professional services, private medical practices, and law firms. Our law firm work, including IOLTA reconciliation, is for Massachusetts firms only.
Yes. Cleanup and catch-up is a core service. Whether it's a few months behind or years of miscategorized expenses, the process is the same: verify what's there, fix what's wrong, and leave the file organized. You won't be judged for the state of your books. A cleanup is how monthly bookkeeping with us begins when the books need it.
No. It's a common starting point. QuickBooks Conversion moves your file to QuickBooks Online, with your records checked before, during, and after the migration.
Pricing depends on your books: the volume, the complexity, and what you need. After the consultation, you get a recommendation and a quote before any work begins.
Free consultation
Start with a free consultation about your books.
We'll talk about your business, how the books are kept today, and which service would fit. There's no obligation.
- Send the form
- We arrange a time
- Talk it through
Prefer to call? 781-924-1489 · Pricing is quoted before any work begins.
For general inquiries, you’ll speak with Liliane Larsen, founder of Larsen Bookkeeping.