QuickBooks accountant and bookkeeper for small business

A QuickBooks accountant does more than log transactions. ProTax USA sets up your chart of accounts correctly from day one, connects your bank feeds, and matches every transaction to the right category every month. That means your profit and loss report actually reflects reality when you need it. Many small business owners try to manage their books themselves and end up with duplicate vendors, miscategorized expenses, and a reconciliation that hasn't been touched since Q1. A messy workflow like that is exactly what turns a quick monthly task into a multi-week cleanup project. By the time tax season hits, the cleanup alone can run $1,000 or more. Hiring a professional bookkeeper through ProTax USA from the start costs less and keeps your financial records clean year-round. Clean records also give you a real-time read on cash flow, not a guess based on your bank balance. ProTax USA works with QuickBooks Online, QuickBooks Desktop, and QuickBooks Enterprise — so whether you're on the cloud-based version or running Desktop locally, the process is the same, and running your business day to day doesn't change. Call or book online today to get started.

The honest answer: most small business owners should hand off QuickBooks around the time they hit $150k in annual revenue, or earlier if they're running payroll. At that point, the cost of errors — wrong expense categories, missed depreciation, sales tax miscalculations — starts to exceed what a professional bookkeeper costs per month. TurboTax is tax software, not a bookkeeper. It prepares your return from whatever numbers you give it. If your QuickBooks data is wrong, your tax return is wrong, and TurboTax won't catch it. ProTax USA reviews your financial data before filing, which is a different thing entirely. Common triggers: you got a notice from the IRS about a mismatch, your accountant told you the books need work before they can file, or you're trying to get a business loan and your financials don't hold up. Lenders and investors want current financial information, not a snapshot from six months ago, and weak cash flow reporting is one of the fastest ways to get turned down. ProTax USA can take over an existing QuickBooks Online file mid-year. You don't need to start fresh, and cleaning it up now makes it easier to grow your business without accounting problems slowing you down. Call or book online today to discuss your situation.

ProTax USA's monthly QuickBooks Online management starts at $149/month for sole proprietors and single-member LLCs with straightforward business activity — under 100 transactions, no payroll, no inventory. Most small businesses with employees or multiple accounts land in the $249–$349/month range. The $399/month plan covers QuickBooks Online Payroll for up to 5 employees, monthly reconciliation across all accounts, quarterly financial reporting, and a 30-minute review call each quarter. That's the plan most growing small businesses need once they're running a real operation, especially once cash flow gets tight enough that a monthly review call actually matters. Catch-up bookkeeping is priced separately — typically $75–$150 per month of backlog depending on transaction volume. If you're six months behind, expect a one-time cleanup fee before the ongoing plan starts. New QuickBooks setup with chart of accounts and bank connections runs a flat $299, built around a workflow that scales as you grow your business. All plans include ProTax USA handling your subscription to QuickBooks Online if you don't already have one. Call or book online today for a firm quote.