QuickBooks Bookkeeping Services for US Businesses
A QuickBooks Online bookkeeper who sets your file up properly and keeps it reconciled every month.
QuickBooks Bookkeeping overview
QuickBooks Online is the ledger many US small businesses share with their CPA, and it rewards a careful setup. Bank rules that post to the right account, a chart of accounts your CPA can map to the return, and classes or locations that match how you run the business: get these right once and every month after is faster and cleaner.
Our QuickBooks bookkeeping covers the whole month in the file you already own. We review the bank feed, maintain the rules, match payments to invoices and bills so Undeposited Funds stays clear, reconcile every bank, card and loan account, and set a closing date with a password so a closed month cannot change by accident.
We work with the apps connected to QuickBooks Online, such as QuickBooks Payroll, Gusto, Bill, Dext and A2X, and with CPA firms through QuickBooks Online Accountant. If you still use QuickBooks Desktop, we can keep that file current or plan a move to Online; Intuit stopped selling new Desktop Pro Plus and Premier Plus subscriptions in the US in 2024.
Prefer to talk it through first? Call +971 54 542 4854 or email info@hof-partners.com.
What we look after in QuickBooks
- File setup or review
- Chart of accounts, products and services, sales tax settings and user access set up for how you file.
- Bank feeds and rules
- Feeds connected and rules written so routine transactions post consistently, with exceptions reviewed by hand.
- Classes and locations
- Departments, projects or locations tracked so the profit and loss can be read for each part of the business.
- Monthly reconciliation and close
- Every account reconciled to its statement, then the period locked with a closing date.
- Sales tax setup
- Sales tax agencies and product categories checked against the states where you are registered.
- Desktop to Online migration
- Lists, balances and open items moved and checked against your Desktop reports before you switch.
A QuickBooks file your CPA opens and trusts at first look.
Questions about QuickBooks Bookkeeping
Yes. You invite us as a user, or your CPA firm adds us through QuickBooks Online Accountant. You own the file and can change or remove our access at any time.
We research each one against statements, receipts and your answers, post it to the right account and add a bank rule where the pattern repeats. Anything we can't place goes on a short question list for you, not into Ask My Accountant indefinitely.
Yes. We check the Desktop file first, clean up what should not travel, run the conversion and then compare balances, open invoices and open bills against your Desktop reports before you switch.
Both work for most US small businesses. If your CPA already works in one, that is usually the easier choice. We keep books in both and can move you between them.
No. HOF Partners is not a US CPA firm. We prepare reconciled books and year-end schedules in QuickBooks, and your CPA or enrolled agent prepares and files the returns.
More ways we can help
All services- Bookkeeping for CPA FirmsA white-label bookkeeping team that works in your software, follows your checklists and stays invisible to your clients.
- Catch-Up BookkeepingMonths or years of missing or messy books brought current, reconciled and ready for your tax preparer.
- Monthly BookkeepingVirtual bookkeeping that posts, reconciles and closes your books every month, ready for your CPA at year end.
- Ecommerce BookkeepingPayouts broken back into sales, fees, refunds and tax, with inventory costed and sales tracked by state.
- Sales Tax SupportSales tax nexus tracked state by state and return data prepared from your books, ready for you to file.
- Startup BookkeepingAccrual books for startups and SaaS companies, with deferred revenue, burn and runway ready for investors and your CPA.
Talk to us about your QuickBooks file
Tell us what you need. Your message goes straight to our accountants, and we aim to reply within one business day.