Platforms We Work With

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What accounting services does QuickFix Bookkeeping provide?

We provide full-service online accounting for US small businesses: daily bookkeeping and transaction management, bank reconciliation, accounts payable and receivable, monthly financial statements, tax-ready compliance, and CFO-level advisory. It is one team covering everything from data entry to financial strategy, so you get accurate books and real insight without hiring an in-house accounting department.

What is the difference between bookkeeping and accounting services?

Bookkeeping services record the daily detail: transactions, debits and credits, and general ledger maintenance. Accounting services turn that data into financial statements, insight, and decisions, including reporting, tax compliance, and CFO advisory. QuickFix delivers both under one roof, so your records feed directly into reports you can actually use to run the business.

How does online and virtual bookkeeping work?

Your virtual bookkeeper works inside your cloud-based accounting software with secure remote access, so nothing has to happen in person. We connect to your bank feeds, reconcile accounts, and keep the books current, then send financial reports on a set schedule. You get real-time financial visibility from anywhere, with US-based human support rather than an anonymous app.

Which accounting software do you work with?

We work with the major platforms: QuickBooks Online and Desktop, Xero, Sage, NetSuite, FreshBooks, and Wave. If you already use one, we work inside it. If you are choosing accounting software, our QuickBooks Certified ProAdvisors help you pick the right fit, set it up, and migrate your existing data cleanly.

Do you offer catch-up or historical bookkeeping?

Yes. If your books are months behind or you have an invoice backlog, our historical bookkeeping service reconstructs and reconciles prior periods from your bank statements and financial records. We bring everything current, clear the backlog, and get you tax-ready, then keep the books maintained on an ongoing monthly basis.

What financial statements and reports will I receive?

You receive monthly financial statements: a profit and loss (income statement), balance sheet, and cash flow statement, plus custom management reports and KPI dashboards tailored to your business. These give you a clear cash position and real financial visibility, so you stop guessing and make decisions from current, accurate numbers.

Do you handle accounts payable and accounts receivable?

Yes. Accounts payable and receivable management is core to the service. We track what you owe, help you pay bills on time, and manage invoicing and collections so money keeps moving. Combined with transaction management and reconciliation, it keeps your cash position accurate and your vendor and customer records clean.

What is included in CFO and advisory support?

CFO advisory is for businesses that need more than clean books. It includes cash flow forecasting, budgeting, financial models and projections, and long-term strategy, delivered as a fractional controller or outsourced accountant relationship. If you need investor-ready financials or KPI dashboards to guide growth decisions, this is the layer that provides them.

Do you use cash or accrual accounting?

Both. We set up whichever method fits your business and your tax situation. Many small businesses start on cash-basis accounting for simplicity, while businesses carrying inventory, seeking investors, or reporting under GAAP move to accrual accounting. We advise on the right choice and keep the general ledger consistent with it.

How do you handle bank reconciliation?

We perform bank and credit card reconciliation every period, matching every transaction against your bank statements so nothing is missed, duplicated, or miscategorized. Reconciliation is what makes your financial statements trustworthy. It catches errors and fraud early and keeps your books audit-ready and accurate month to month.

Will you help at tax season, and do I still need a CPA?

We keep your books tax-ready year round, so tax season becomes a non-event: organized records, reconciled accounts, and payroll tax filings like Form 941, W-2, and 1099 handled proactively. We are not a substitute for a CPA on complex tax strategy, but we hand your CPA clean, complete financials and can coordinate directly with them at filing time.

How much do your accounting services cost?

Pricing depends on your transaction volume, the platforms you use, and whether you need bookkeeping only or full CFO support. We build monthly packages around what your small business actually needs, so you pay only for the scope you use. Book a free consultation and we will scope the right package and give you a clear quote.