Bookkeeping Services

Bookkeeping Services by Need

Bookkeep Boss LLC provides bookkeeping support for business owners who need their QuickBooks Online records reviewed, organized, or kept current.

The process starts with a Bookkeeping Review so the current condition of the file can be understood before cleanup, catch-up, or monthly bookkeeping is scoped.

Cleanup Bookkeeping

This service is for business owners who are behind, have unreconciled accounts, or need prior bookkeeping corrected before tax preparation or monthly bookkeeping can move forward.

Cleanup work may include transaction review, account reconciliation, error correction, balance sheet cleanup, and organized reporting for your CPA or tax professional.

This may help when:

• Past months or years have not been completed
• Bank, credit card, loan, or payment accounts are not reconciled
• Income, expenses, assets, liabilities, or owner activity have been misclassified
• Duplicate transactions, incorrect balances, or unresolved bookkeeping issues need to be corrected
• The QuickBooks Online file needs cleanup before tax preparation, lender review, or ongoing monthly bookkeeping

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Monthly Bookkeeping

This service is for business owners who want their QuickBooks Online records kept current throughout the year instead of cleaned up only when tax deadlines, lending requests, or business decisions create pressure.

The work includes transaction categorization, account reconciliation, financial report preparation, and follow-up on bookkeeping questions so the books stay organized month after month.

This may include:

• Bank, credit card, loan, and payment account reconciliations
• Transaction categorization and account cleanup as needed
• Profit & Loss and Balance Sheet preparation
• Supporting reports for monthly and year-end records
• Questions and follow-up for unclear transactions
• Organization of records for CPA or tax professional use
• Ongoing bookkeeping support after cleanup or catch-up work is completed

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Real Estate Investor Bookkeeping

For landlords and real estate investors with rentals, short-term rentals, BRRRR projects, flips, or multi-entity portfolios.

Real estate bookkeeping may need to separate rental income, operating expenses, rehab costs, loan activity, owner activity, and entity activity so the books match how the portfolio is managed.

This service may include:

• Rental income and expense tracking
• Property-level reporting
• BRRRR project cost organization
• Rehab, contractor, and materials tracking
• Fix-and-flip bookkeeping support
• Loan, owner activity, and entity-level tracking
• Records organized for use by CPAs, tax professionals, or lenders

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Explore Gilbert Real Estate Investor Bookkeeping →

Law Firm Bookkeeping

For law firms that need organized operating books, trust account support, and reconciliation workflows that keep client funds separate from firm activity.

Law firm bookkeeping requires careful handling of operating accounts, IOLTA or trust accounts, retainers, client ledger activity, and monthly reconciliations. The records need to show where firm money ends and client funds begin.

This service may include:

• Operating account bookkeeping
• IOLTA and trust account bookkeeping support
• Three-way trust reconciliation support
• Retainer and client ledger activity tracking
• Separation of operating and trust activity
• Monthly financial reports
• Records organized for tax, CPA, or professional review

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Service-Based Business Bookkeeping

For service-based business owners who need current QuickBooks Online records, monthly reporting, and a bookkeeping process that keeps up with daily operations.

Service-based bookkeeping focuses on organizing revenue, expenses, payroll-related activity, contractor costs, owner pay, draws, and recurring operating costs so the books are usable throughout the year.

This service may include:

• Monthly reconciliations
• Income and expense categorization
• Payroll-related activity review
• Contractor and operating cost organization
• Owner pay, draws, and contributions review
• Profit & Loss and Balance Sheet preparation
• Records organized for CPA or tax professional use
  

Learn more about Service-Based Business Bookkeeping →