Our Services

Milstead Bookkeeping provides monthly bookkeeping and cleanup support for small businesses and nonprofits using QuickBooks Online. Choose the level of support that fits where your business is today, with room to adjust as your needs grow.

Each service level is a starting point. Your final fee is based on the scope and complexity of your bookkeeping, including the services, volume, and reporting support you need. We’ll confirm your pricing after a discovery call.

Essential

Best for solopreneurs and small businesses that need consistent monthly bookkeeping.

Includes:

  • Monthly transaction categorization

  • Bank and credit card reconciliations

  • Review of connected QuickBooks Online bank feeds

  • Monthly Profit & Loss and Balance Sheet

  • Routine month-end review for missing or unclear activity

  • Clean, current books organized and ready for your CPA

Core

Best for growing businesses with more accounts or financial activity to manage.

Includes everything in Essential, plus:

  • Additional bank, credit card, and loan account reconciliations

  • Routine journal entries and adjustments

  • Merchant/POS fee reconciliation and related transaction splits

  • More detailed monthly financial reporting

  • Ongoing email support for bookkeeping questions and clarifications

Advanced

Best for businesses with higher volume or more complex bookkeeping needs.

Includes everything in Core, plus:

  • Payroll transaction review and reconciliation with your third-party payroll provider

  • Budget-to-actual and custom management reporting support

  • Accounts Payable workflow support

  • Accounts Receivable and invoicing support

  • Additional tracking needs such as classes, programs, locations, or other reporting dimensions

  • More detailed reporting and hands-on support tailored to the complexity of your business

Forest trail splitting into two paths among evergreen trees and ferns.

Cleanup & Catch-Up

Need to get your books current before monthly bookkeeping begins?

If your QuickBooks Online file is behind, incomplete, or needs correction, we can review the existing activity, bring the accounts current, and create a clean starting point for ongoing bookkeeping.

Ideal for:

  • Books that are several months or more behind

  • Transactions that were categorized incorrectly or incompletely

  • Bank or credit card accounts that were never reconciled or need correction

  • Businesses preparing to transition into ongoing monthly bookkeeping

The process may include:

  • Reviewing the existing QuickBooks Online file and historical activity

  • Categorizing and correcting prior transactions

  • Reconciling accounts through the agreed catch-up period

  • Making routine bookkeeping adjustments and identifying items that need CPA guidance

  • Providing updated Profit & Loss and Balance Sheet reports

Cleanup & Catch-Up is scoped and priced separately based on the condition and amount of historical work required.

Optional Add-On Services

Need something beyond your monthly bookkeeping?

Certain services can be added when they make sense for your business and are scoped and priced separately.

  • 1099 preparation and filing support

  • Receipt capture and document workflow setup

  • Custom reporting or KPI dashboards

  • Additional tracking or reporting needs

  • Other bookkeeping support outside your regular monthly scope

Availability and pricing depend on the scope and complexity of the requested work.

Schedule a Call

Not sure which level of support fits—or whether Cleanup & Catch-Up should come first?

Let’s take 20–30 minutes to talk through where your books are today, what you need help with, and what you’d like your bookkeeping to look like going forward.

I’ll answer your questions, learn more about your needs, and help determine whether Milstead Bookkeeping is the right fit.

Book a Discovery Call