Capital Advisors · QuickBooks Bookkeeping
Ongoing monthly bookkeeping done inside QuickBooks by Certified Advanced ProAdvisors. Reconciliations, coding, AP/AR, payroll integration, and a real month-end close — in the software you already use.
We keep your QuickBooks file accurate, organized, and current — so you always know where you stand. As Certified Advanced ProAdvisors, we work natively in QuickBooks Online and Desktop, not around them.
You get a flat monthly fee set in week one, a senior bookkeeper as your point of contact, and clean financials by mid-month — not when tax season starts.
Bank, credit card, and loan accounts reconciled in QuickBooks every month so your balances are always right.
Consistent categorization against a clean chart of accounts, so your reports actually mean something.
Invoicing, bills, and payment tracking kept current inside QuickBooks — no more guessing what’s owed.
Payroll data synced and journalized correctly, whether you run QuickBooks Payroll or a third-party provider.
A structured close process so your numbers are complete, accurate, and ready to use by mid-month.
Profit & Loss, Balance Sheet, and Cash Flow pulled clean from QuickBooks — ready for you, your CPA, or your lender.
A 20-minute call. No pitch, no obligation. We’ll look at your QuickBooks file and tell you honestly whether we can help.
Do you work in my existing QuickBooks file?
Yes. We work directly in your existing QuickBooks Online or Desktop file. If it needs cleanup first, we quote that separately as a one-time fee before starting ongoing monthly work.
Which QuickBooks versions do you support?
QuickBooks Online and QuickBooks Desktop primarily, plus Intuit Enterprise Suite for larger businesses. We’re Certified Advanced ProAdvisors across all three.
Will I work with the same person each month?
Yes. Each client is assigned a senior bookkeeper as their primary contact, with a CPA reviewing the work. You won’t be passed around.
How much does QuickBooks bookkeeping cost?
Engagements are a flat monthly fee based on transaction volume, number of accounts, and complexity — set in week one, with no hourly billing surprises.
Verified 5-star reviews from our Intuit ProAdvisor profile.
“They untangled a lot of old messes in our data, cleaned up how everything was set up, and made the whole close process way less painful than it used to be. The biggest win for us is that our numbers actually make sense now — we can see what’s going on with cash, the reports are easier to read, and a lot of the little manual stuff we used to deal with just isn’t an issue anymore. They’re easy to communicate with, quick to respond, and they tend to spot problems before we even realize something’s off.”
CoreOps101 Verified Intuit ProAdvisor review
“We’ve been running a small e-commerce store for a few years now, and working with Heather has honestly been a huge relief. She keeps our numbers clean and always catches issues before they turn into bigger problems. Her attention to detail has saved us more than once.”
FrancisandRue Verified Intuit ProAdvisor review