Monthly Bookkeeping & Accounting Services

We’ll balance the books. You conquer the opportunities.

Remove the burden of bookkeeping and reveal a new world of business potential. Our QuickBooks experts have been delivering trusted outsourced bookkeeping solutions, accounting services — and peace of mind — for over 30 years, allowing you to focus on what matters: your business.

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How it works

Step 1: Expert Consultation
First, let’s chat. Our experts will work with you to identify your business's point in its industry growth cycle, tailoring a comprehensive outsourced bookkeeping solution to meet your unique needs.
Step 2: Account Set Up
Whether you’re a start-up configuring QuickBooks for the first time or an established business with an existing account, we’ll ensure the transition to our team is seamless. 
Step 3: Real-time bookkeeping
Your dedicated outsourced bookkeeper gets to work right away, with real-time transaction categorization, regular support, and expert insights to inform data-driven financial decisions. 
Step 4: Strong financial guidance
Whether you need tax-ready financials or specific financial reports to drive informed business decisions, we have a package for you.

Dedicated QuickBooks Expert

At OOTB, your dedicated team consists of two QuickBooks Certified ProAdvisors, including one senior outsourced bookkeeper who reviews all of your monthly statements. This stability and consistency provides greater value and better outcomes.

Powerful financial insights

In addition to keeping your books healthy, your outsourced bookkeeping service includes the delivery of in-depth reports and insights to improve financial and strategic decision-making.

Sales tax, AR/AP and more

Beyond general bookkeeping and accounting outsourcing, we cater our accounting services to your needs — from sales tax support to accounts receivable/payable.

What our clients say

Doing payroll on QuickBooks Online and QuickBooks Payroll has saved me so much time, because it is very intuitive and easy to use.

– Carolina Contreras, CEO/Founder of Miss Rizos

I wish that we had started with QuickBooks the moment we started the business. We would have been on a much better footing.

– Joy Terrell, owner of Powder Beauty Co.

QuickBooks just simplifies things, like getting reports into my account and paying sales tax.

– Scott Klein, owner of JKL Concepts

One big value is going into an audit with reliable data. Another is the time-savings in terms of audit prep. There’s no more pulling data from disparate places. We now can filter and pull reports based on tags. Throw in the immense peace of mind that comes with knowing data is clean for an audit and the value just keeps going up.

-Leslie J, Finance Manager, Graywolf Press.

When everyone has access to current data, it facilitates conversations around budget and what people need. Good data is driving good conversations.

-Robert C, CFO, Sacramento Zoo

“We work with Adrienne, she is great. Very responsive and quick to solve a problem when needed. Couldt be happier with her and the services provided!!”

1099 Filing, Bookkeeping, Accounting

Expert support

Your established QuickBooks authority

Proven track record
After 30 years and 50,000 satisfied clients, we have a solid track record of monthly QuickBooks support, outsourced bookkeeping for small businesses, and accounting services.  
Dedicated expertise
Your dedicated outsourced bookkeeper takes the time to learn and think critically about your business — supporting not only the balance sheet, but also your business goals. 
On-demand support
Have a question or specific need? Your outsource bookkeeping expert is available and ready to help. 

Reporting & insights

The keys to confidence and success

Real-time bookkeeping
Thanks to regular transaction categorization, bank account syncing, and on-demand financial dashboards, you’ll always have up-to-date financial information at your fingertips.
Regular check-ins and reporting
Your bookkeeper will deliver monthly reports. Touch base with questions or needs during regular check-ins, or on-demand, as needed.
Deeper insights and support
If you’re facing specific challenges — like historical bookkeeping, 3rd party software integrations, and beyond — we can help.

Go beyond outsourced bookkeeping

Sales tax
We’ll help demystify accounting related to your business's sales tax so you can stay compliant.
AR/AP accounting
Dealing with gaps in income and/or expenses? Our accounts receivable and accounts payable experts will dig in and identify the issue, then implement ongoing optimizations to prevent future discrepancies. 
Full-service accounting
Have a project-based or full-service managed accounting need? We cover everything outsourced bookkeeping - from clean-up accounting to payroll management.

Choose Plan

Essential

For small businesses with simple outsourced bookkeeping and accounting needs looking for tax ready financials.
Starting At
$ 449 399 /month
  • Dedicated bookkeeping expert
  • Accurate monthly books and year-end tax-ready financial packages
  • P&L, balance sheet
Select Plan

Strategic

For businesses that need in-depth financial operations custom built for their business.
Starting At
$ 2,799 2,499 /month
  • Dedicated bookkeeping expert
  • Accurate monthly books and year-end tax-ready financial packages
  • Bill pay
  • Invoicing
  • Payroll
  • KPI reporting
  • Sales tax compliance
  • And more (see below)
Select Plan

Bookkeeping experts, at your service

From basic outsourcing bookkeeping services to complicated QuickBooks integrations, we know it inside and out — and can help your company leverage its full potential. That’s why tens of thousands of clients trust OOTB as their outsourced accounting firm.

  • 30 years of experience
  • 50,000+ satisfied clients
  • Personalized QuickBooks support
  • Local industry experts — no offshoring
  • Accurate and secure
  • Powerful reporting and insightful platforms
Common Queries, Clear Answers

Answers To Your
QuickBooks Questions

Why should I outsource bookkeeping with OOTB?

We have 30 years of QuickBooks and accounting experience—and more than 50,000 satisfied clients. Our personalized, local approach (no offshoring) gives our clients the best possible experience and outcome. Finally, our powerful reporting and insights platform makes things easy and enjoyable. But don’t take our word for it. Hear what our clients have to say.

What is outsourced bookkeeping?

Outsourced bookkeeping is a third-party service that handles your basic bookkeeping and accounting tasks so you don’t have to take care of these responsibilities within your business. An outsourced accounting firm can help with regular bookkeeping responsibilities, tax preparation support, and catch-up services.

What’s the difference between bookkeeping and accounting?

Bookkeeping refers to the daily and monthly recording of transactions, including maintaining the ledger, supporting payroll, categorizing transactions, and preparing you for tax season. Accounting, on the other hand, goes more in-depth. It can involve reporting on, assessing, and leveraging financial information (from regular bookkeeping) to help inform business strategy, create financial models, and more.

I’m not sure which plan I need. Can you help?

Yes! If you’re not sure which plan is best for your business, contact us today. We can help assess your needs and recommend the best way to select outsourced bookkeeping solutions for your business.

How much money can I save with outsourced bookkeeping?

The exact cost of bookkeeping and accounting outsourcing will depend on the scope of the work. Still, considering that the median salary for a full-time bookkeeper is $44,083, it can be a very affordable service. Outsourcing bookkeeping services can perform the same work at a mere fraction of the cost — and sometimes more reliably than an in-house employee. 

What are the benefits of outsourced bookkeeping?

When you outsource bookkeeping for small businesses, you’ll save time since you won’t have to perform these duties in-house. This allows you to focus on your business objectives. You’ll also save money since you won’t have to hire your own in-house bookkeeper. 

Additionally, outsourced bookkeeping firms can bring the latest industry expertise to ensure accurate books and efficient reporting. You may even save money by preparing accurate books in preparation for your tax return.

Who will I be working with every month?

At OOTB, we believe in providing you with a single, consistent team for as long as possible. Other services switch out your bookkeeper regularly, which can cause issues in bookkeeping consistency. Your dedicated team consists of two professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements. This stability and consistency provide greater value and better outcomes.

Does OOTB provide invoicing, bill payment, payroll, 1099s or inventory management?

Yes. OOTB can help with a variety of ongoing monthly accounting and bookkeeping needs—including invoicing, bill pay, payroll, 1099s, inventory management, and more. If you don’t see the specific package you need above, let us know—we’ll tailor something to your business.

My books are not up to date. How should I proceed?

Whether you’re months or years behind in bookkeeping, we’ll help (no judgment!). Our fast, skilled QuickBooks clean-up service will get you up to date—and a more accurate view of your financials. So you can move forward with confidence and peace of mind.

I already have an in-house team. How can OOTB help?

Regardless of the size or experience of your in-house team, OOTB can help your business get to the next level with bespoke accounting support. From taking mundane tasks off team members’ plates to helping with advanced training or QuickBooks data challenges, our support is tailored to your business.

What do bookkeepers do?

A bookkeeper assists in managing an organization’s financial data and ensuring that it complies with legal requirements. Bookkeepers maintain accurate financial records and perform regular tasks such as monthly reporting, general ledger entries, maintaining payroll taxes, and recording all the cash flowing in and out of a business. These activities assist accountants who will prepare the company’s financial statements.

Are outsourced bookkeeping services safe?

Will you lose control over your financial data by relying on an outsourced bookkeeping service? Most outsourced bookkeeping firms rely on the latest technology to protect your data. The best firms offer total access to your financial data, so you’ll actually enjoy even greater visibility and control over your business finances

 

For example, you’ll be able to respond to discrepancies immediately — this can be invaluable in detecting and responding to errors, fraud, or unethical behavior.

Take bookkeeping off your plate

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