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.

Our pricing is based on a standard rate. Your final cost will depend on the specific services you need and the overall volume. To get a precise quote, please contact us for a personalized estimate

Essential

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

Ideal for growing businesses that require additional clarity and accuracy.

Includes everything in Essential, plus:

  • Loan account reconciliations

  • Journal entries & adjustments

  • Merchant fee split (POS systems)

  • Monthly financial statements delivered by the 15th

  • Unlimited email support

Advanced

Best for businesses with employees or complex financial activity.

Includes everything in Core, 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

Desk with a laptop, a cup of coffee, glasses, a calculator, a notebook with a pen, printed graphs, financial documents, and a small vase with white flowers.

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!

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