Monthly Bookkeeping

Keep your QuickBooks Online records current with personal, remote bookkeeping for small businesses across the United States. Work directly with Jeremy Oltman, a QuickBooks Certified ProAdvisor, to organize your transactions, reconcile accounts, and understand your monthly reports.

 

Is monthly bookkeeping right for your business?

This service is a fit if you are spending evenings sorting transactions, falling behind on reconciliations, or making decisions without current financial reports. It can also support a growing business that needs regular bookkeeping help without hiring an employee.

We start by reviewing your accounts and workload. If earlier months need attention, we can scope a QuickBooks cleanup project before moving into a regular monthly routine.

 

What your monthly service can include

• Review and categorization of business income and expenses in QuickBooks Online.

• Reconciliation of the bank and credit card accounts included in your agreement.

• Follow-up questions about missing documents, unclear transactions, or differences that need your input.

• Profit and loss and balance sheet reports for the agreed reporting period.

• Accounts payable and accounts receivable support when included in your scope.

• Coordination of bookkeeping records with your CPA or tax preparer.

The exact tasks, accounts, reporting schedule, and communication expectations are agreed before work begins. Payroll support can be discussed separately when needed.

 

How we work together

1. Have a conversation. Book a free 30-minute consultation. Tell me about your business, your current bookkeeping, and where you need help.

2. Agree on the scope. We review the number of accounts, monthly transactions, outstanding issues, and any additional support. You receive a quote based on that workload.

3. Set up access and records. We arrange QuickBooks Online access through an account invitation and agree on a document-sharing process. You provide the statements, receipts, and explanations needed for the work.

4. Establish a monthly routine. I complete the agreed bookkeeping tasks, raise questions that need your attention, and provide reports on the schedule we establish.

 

What affects your monthly price?

Your quote depends on the number of bank and credit card accounts, transaction volume, complexity, and whether you need bill entry, invoicing, payment tracking, payroll coordination, or catch-up work. We define the services and price in writing so you know what is included.

 

Frequently asked questions

Do I need to be located near you?
No. Services are provided remotely for small businesses throughout the United States.

Will I work directly with Jeremy?
Yes. Oltman Bookkeeping Innovations is a one-person firm, and you work directly with me.

Can you help if my books are behind?
Yes. We can assess the backlog and quote cleanup or catch-up work separately from ongoing monthly service.

Do you prepare tax returns?
No. I provide bookkeeping and can coordinate records with your CPA or tax preparer. Tax preparation is not included.

Can payroll be included?
We can discuss payroll support and define the tasks, approvals, and provider responsibilities during onboarding.

 

Ready for a steadier bookkeeping routine?

Book your free 30-minute consultation with Jeremy. Bring your account count, approximate monthly transaction volume, and your biggest bookkeeping question.

A Google review from a client

★★★★★ · Yavapai · April 20, 2026

“Jeremy has done an outstanding job getting our bookkeeping in order. He is very detail oriented and works directly with his clients to get everything dialed in. His rates for service are very reasonable, especially for the level of service he provides. I would highly recommend him to anyone looking for billing, bookkeeping, and business optimization services!”

Source: Google Business Profile review.