You can contact your bookkeeper anytime to schedule a live video chat or to discuss questions or concerns about your bookkeeping. Ongoing communication is available at any time via document sharing and live chat, either with your bookkeeper or a member of your bookkeeper’s team. Each month, your bookkeeper categorizes your transactions and reconciles your accounts.

QuickBooks Live provides you with live one-on-one support from QuickBooks-certified bookkeepers who will ensure organized, up-to-date financials. These bookkeepers understand your industry and will collaborate with you to streamline your bookkeeping process. Most users meet virtually with their bookkeeper once or twice per month. There’s no set amount of time each month that you can spend with your bookkeeper, but you can only schedule one appointment at a time.

Your taxes done right with expert help

1. Hand off your books to a Live bookkeeper and get back to what you do best.
2. And if you need accounts receivable or accounts payable, Bench offers specialized bookkeeping for an additional fee.
3. After you sign up, you’ll provide QuickBooks with information about your business, and within a few minutes, you’ll be matched with a bookkeeper who has expertise in your industry.

Yes, you’re free to switch QuickBooks Online plans or cancel at any time. Typical cleanup is complete within 30 days after receiving all necessary documentation. Connect one-on-one with experts so you can manage your books with ease.

QuickBooks Live Bookkeeping Services

If you have information in QuickBooks already, your bookkeeper will help clean it up in the first month of service. The value of QuickBooks Live Bookkeeping setup depends on your specific needs and circumstances. However, if you are comfortable setting up and maintaining your QuickBooks account on your own, then the additional cost may not be worth it. If you have at least 2 months of data in QuickBooks, there’s a flat fee for cleanup and setup for the first month of service. After the first month, pricing for QuickBooks Live Bookkeeping is based on your company’s average expenses in QuickBooks. Every three months, QuickBooks Live Bookkeeping automatically adjusts to the needs of your business by reevaluating your average expenses and pricing tier.

How We Evaluated QuickBooks Live

Whether you need help with your bookkeeping, getting ready for tax time, or need coaching, our team of experts is here to help. In addition, we employ a comprehensive editorial process that involves expert writers. how to calculate the provision for income taxes on an income statement This process ensures that articles are well-researched and organized, offering in-depth insights and recommendations. The Fit Small Business editorial policy is rooted in the company’s mission, which is to deliver the best answers to people’s questions. This serves as the foundation for all content, demonstrating a clear dedication to providing valuable and reliable information. Our team leverages its expertise and extensive research capabilities to identify and address the specific questions our audience has—and this ensures that our content is rooted in knowledge and accuracy.

You’re limited to one scheduled appointment at a time and appointments have to work within your bookkeeper’s schedule. Communications that are available any time include document sharing and live chat with a member of your bookkeeper’s extended team. QuickBooks Live is an online bookkeeping service that connects small businesses with trusted, QuickBooks-certified virtual bookkeepers. Your bookkeeper takes the lead on your bookkeeping and runs essential reports so you can focus on your business. Eric is an accounting and bookkeeping expert for Fit Small Business.

If your monthly average is $0-10,000 per month, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $300. Live bookkeepers aren’t responsible for errors resulting from incorrect information that you provide, or if you re-open the books by overriding closure after a Live Bookkeeper completes the month-end closure. We consider the opinions of users and the service’s ratings on various review sites.

Live Expert Full-Service Bookkeeping

You can also chat live with a member of your bookkeeper’s extended team at any time. While QuickBooks Online does have its own free mobile app—which allows you to enter transactions, record expenses, invoice customers, and send reports—the app cannot access QuickBooks Live features. Access to the QuickBooks Live Hub is limited to your desktop or laptop computer. The first month of service with QuickBooks Live is dedicated to onboarding and cleaning your books. It is custom-priced based on the amount of cleanup your books require.