Our Services

At Milstead Bookkeeping, we offer monthly service packages designed to fit the unique needs of your business. Whether you’re just getting started or managing a growing operation, our packages provide scalable support and financial clarity — without overcomplicating your process. All services are provided using QuickBooks Online.

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Two people working together at a desk with a laptop, notebooks, and coffee mugs in a modern office setting.

Essential Bookkeeping

Starting at $500/month

Designed for solopreneurs and small businesses needing foundational financial tracking.

Includes:

  • Transaction management

  • Categorization of income and expenses

  • Bank feed connection (QBO)

  • Monthly bank & credit card reconciliations

  • Basic financial statements (P&L and Balance Sheet)

Core Compliance

Starting at $615/month

Ideal for growing businesses that require additional clarity and accuracy.

Includes everything in Essential Bookkeeping, plus:

  • Loan account reconciliations

  • Journal entries & adjustments

  • Merchant fee split (POS systems)

  • Monthly financial statements delivered by the 15th

  • Unlimited email support

Three people sitting at a table during a meeting or discussion. The woman on the right has brown hair in a ponytail, wearing a beige sweater and white turtleneck, taking notes. The man on the left has curly black hair, wearing a light beige jacket, writing in a notebook. The woman in the middle with curly hair, wearing a yellow shirt, facing the other two, with a laptop in front of her. There are snacks and drinks on the table, including orange juice and pastries.

Advanced Operations

Starting at $1025/month

Best for businesses with employees or complex financial activity.

Includes everything in Core Compliance, plus:

  • Payroll management through third-party provider (e.g., Gusto)

  • Sales tax tracking and reporting

  • Accounts Payable (A/P) setup & management

  • Accounts Receivable (A/R) invoicing

  • 1099 preparation

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Clean-Up & Back-Work Services

If your books are behind—or haven’t been started at all—we offer clean-up and back-work services to get everything in order.

Ideal for:

  • Businesses that haven’t done bookkeeping in several months (or more)

  • Books that were categorized incorrectly and need to be reviewed/redone

  • Accounts that were never reconciled or reconciled incorrectly

Process includes:

  • Categorizing historical transactions

  • Reconciling accounts over multiple periods

  • Making necessary adjustments and corrections

  • Issuing catch-up financial reports (Profit & Loss, Balance Sheet)

Add-Ons (Available with any monthly package)

  • Historical clean-up (scoped separately)

  • Receipt capture setup (Dext/Hubdoc)

  • Custom KPI dashboard

  • 1099 support

  • Priority support (24-hour response)

Let’s take 20–30 minutes to see how we might work together. Whether you're exploring bookkeeping services, need a clean-up, or just want to connect — I’m happy to learn more about what you need and answer any questions you have.

Looking forward to meeting you!

Schedule a Call