A lower-risk first step
Start with one fully guaranteed month of MSP bookkeeping.
Get an accurate monthly close, clearer financial reporting, and less time spent worrying about the numbers.
If you don’t believe the completed work delivered clear value, your fee will be refunded in full.
During the month
A complete month-end close.
The engagement uses your existing QuickBooks Online company and an agreed set of accounts for one service period.
Transaction categorization
Review and categorize activity based on available documentation and your input.
Bank and credit-card reconciliations
Reconcile the agreed accounts through the service month.
A/R and A/P review
Review open customer and vendor balances and flag unresolved items.
Month-end reporting
Deliver a Profit and Loss, Balance Sheet, and straightforward summary so you can understand the month’s results and use them to guide strategic decisions.
A good fit
The first-month engagement is intended for a small MSP that:
Interested?
Let’s first understand how your books are handled today.
A brief introductory conversation is enough to determine whether the engagement makes sense.