OUR SERVICES

Start Up

Investment Range - $250-$450/month (depending on monthly transaction volume)

This package is designed for the sole proprietor who's ready to move beyond spreadsheets and put a proper financial foundation in place.

Best for: Solo service businesses generating $100K–$300K in annual revenue who are transitioning to QuickBooks Online for the first time.

What’s Included:

  • Setup & Onboarding

    • QBO Simple Start monthly subscription

    • Bank and credit card account linking

    • Custom chart of accounts built around your business — not a generic template

    Monthly Services

    • Transaction categorization and reconciliation of business bank and credit card accounts

    • Dext receipt management so your records stay audit-ready

    Ongoing Support

    • Quarterly financial review meetings to walk through your P&L and answer questions

    • Access to your bookkeeper via Liscio for questions between close periods

Growing

Investment Range - $500-900/month

This package is designed for the established service business owner who needs accurate, timely books and clear financial visibility to make confident decisions… without having to manage it themselves.

Best for: Service businesses generating $500K–$1M in annual revenue.

What's Included

Onboarding - review and updating

  • Full onboarding — bank feeds, credit cards, software integrations, and Liscio setup

  • Chart of accounts review and optimization for your business stage

  • Prior period cleanup if needed (quoted separately)

Monthly Services

  • Transaction coding and categorization in QuickBooks Online

  • Bank and credit card reconciliation

  • Receipt management and matching (we recommend Dext)

  • Monthly financial reports — P&L, Balance Sheet, Cash Flow

  • Month-end close with a Liscio check-in for any open items

Ongoing Support

  • Monthly financial review meeting to walk through your numbers

  • Bookkeeper access via Liscio — responses within one business day

  • Year-end preparation and clean handoff to your CPA or EA

Clean up/Catch up

Investment range - varies based on scope

This service gets your QuickBooks Online file back to accurate, reconciled, and ready to hand off to your CPA or transition into ongoing monthly bookkeeping.

Best for: Business owners who are behind on their books — whether that's a few months or a few years. You may have a QBO file that was set up incorrectly, has duplicate entries, uncategorized transactions, or has never been reconciled. You know something is off but aren't sure where to start.

What's Included

Discovery & Assessment

  • Review of your existing QBO file to assess the scope of cleanup needed

  • Identification of missing transactions, miscodings, and reconciliation gaps

  • Custom quote provided before any work begins — no surprises

Cleanup & Reconstruction

  • Recategorization of miscoded or uncategorized transactions

  • Bank and credit card reconciliation for all outstanding periods

  • Removal of duplicate entries and correction of data entry errors

  • Chart of accounts cleanup and consolidation where needed

  • Dext setup and receipt organization going forward

Handoff & Transition

  • Clean, reconciled books ready for your CPA or EA

  • Summary of what was corrected and why

  • Recommendation for the right ongoing monthly package once cleanup is complete

  • Liscio onboarding so communication and documents stay organized from day one

Add-ons:

• Invoicing & A/R tracking

• Bill entry & A/P management

• Reimbursable expense tracking

• Project/job profitability tracking

• Light forecasting & budgeting

The Process

Step 1: Connect & Review

We’ll start with a free schedule your Discovery Call. This conversation helps us understand your business, your current bookkeeping setup, and your goals.
After the call, we’ll review your books (if applicable) and send a clear, customized proposal—no surprises, no pressure.

Step 2: Onboarding

Once you’re ready to move forward, we’ll guide you through the onboarding process. We’ll securely link your bank accounts, customize your chart of accounts, and establish a smooth process for sharing receipts (we love DEXT for receipt management), invoices, and statements.

Step 3: We get to work!

Once you shared all of the information, we will get to work.

Timeframes are as follows:

- Clean up/Catch up - 2-6 weeks (depending on the scope)

- Monthly reports - completed by 3rd week of following month

* Timeframes are dependent on Just Bookkeeping receiving the necessary information to complete the job.