Monthly QuickBooks Online Bookkeeping & Advisory Packages
Nectar Bridge provides more than transaction entry. Our monthly packages are designed to give business owners accurate books, better financial visibility, and practical support for managing the financial side of the business.
Essential Bookkeeping
/month
For businesses that need dependable bookkeeping without a lot of meetings or additional management.
We keep QuickBooks Online current, reconcile the accounts, review the books for obvious problems, and provide the financial statements you need to understand how the business performed.
Monthly transaction categorization
Bank account reconciliation
Credit card reconciliation
Review of uncategorized, duplicate, and unusual transactions
Basic month-end review
Monthly Profit & Loss Statement
Monthly Balance Sheet
Reasonable bookkeeping questions by email
Clean, current books that are ready for management review and your tax professional.
Management Bookkeeping
/month
For business owners who want someone actively helping manage the financial back office.
This includes everything in Essential Bookkeeping, plus regular attention to the areas that affect cash flow and day-to-day financial administration.
Accounts receivable review
Identification of past-due customer balances
Accounts payable oversight
Review of upcoming financial obligations
Payroll reconciliation and bookkeeping support
Receipt and financial-document management
Review of balance-sheet accounts
Monthly financial review meeting
Identification of bookkeeping and financial issues requiring owner attention
Instead of simply receiving financial statements, you have someone helping you understand what is happening and what needs your attention.
Bookkeeping + Operations Advisory
/month
For owners who need financial visibility plus an experienced operational partner.
This package combines ongoing bookkeeping with management reporting and practical business advisory. It is designed for an owner who has outgrown basic bookkeeping but does not need—or is not ready for—a full-time controller, COO, or CFO.
Rolling cash-flow forecasting
Budget-versus-actual reporting
Customized KPIs and management reporting
Vendor expense review
Subscription and SaaS expense review
QuickBooks integration oversight
Financial workflow review
Back-office process review
Assistance identifying financial and operational bottlenecks
Ongoing owner and management advisory
Review of systems that affect the accounting and financial workflow, such as CRM, scheduling, payroll, payment processing, and other business applications
Better information, better systems, and a financial back office that helps you run the business instead of simply recording what already happened.
Package Comparison
Essential
Management
Bookkeeping + Operations Advisory
$500
$1,000
$1,500
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Scope & Fine Print
What’s Not Included
The following services are specifically excluded from all monthly bookkeeping packages:
Federal, state, or local income tax return preparation or filing
Sales tax return preparation or filing
Major QuickBooks reconstruction
Data migration
New software implementation
Legal services
Audits, reviews, compilations, or attest services
Significant one-time projects outside the recurring monthly scope
Pricing and Scope
Package pricing assumes a normal level of transaction volume and complexity for a small business. Businesses with unusually high volume, complex entities, complex integrations, or other unique requirements may require a customized scope and monthly retainer.
Books should be reasonably current at the beginning of the engagement. Any substantial catch-up or cleanup needed will be identified and priced separately.
Your Responsibility
Nectar Bridge may assist with maintaining accurate accounting records and providing financial information needed by your CPA, tax preparer, or other professional, and we can provide a referral to a CPA if needed.
You remain responsible for engaging the appropriate tax professional and ensuring all tax returns and sales tax filings are prepared, filed, and paid on time. Additional services outside the monthly scope may be available under a separate agreement or project fee.