We have been in the professional services industry for nearly three-decades and have first-hand knowledge of businesses paying for services they don’t need. We have seen business owners sign traditional monthly accounting service agreements that are priced to include bookkeeping services that cannot be delivered. Some accounting firms create ambiguous service agreements that include monthly services and one-time fees that should not be charged. Our firm believes that accounting firms of the future should offer their clients à la carte accounting and bookkeeping services tailored to a clients needs. As QBO experts, we feel that the Top 3 Services businesses should select are Bank Feed Categorization, Account Reconciliation, and Financial Reporting.

Bank Feed Categorization is #1 on our Top 3 Monthly Services List

Our monthly Bank Feed Categorization Service is number one on the list of our most popular and valuable service offerings. All the money you spend and all the money you receive goes into the bank feeds of your connected accounts in QuickBooks Online. This is where your business income and expenses are categorized and matched to your customer invoice payments, sales receipts, bank and card expenses and vendor bill payments. It is also where money is transferred between your bank and credit card accounts, from your checking to savings, and from checking to credit cards. Most bookkeeping errors happen during the bank feed categorization process. Your bank feed categorizations help reconcile your accounts and prepare your monthly financials.

Reconciliation of Accounts is #2 on our Top 3 Monthly Services List

Our monthly Account Reconciliation Service is number two on the list of our most popular and valuable service offerings. Your accountant will reconcile every transaction posted to your books on a monthly recurring basis. Your accountant will make sure that your income and expenses are correctly recorded, and they will reconcile each of your accounts to your statements end balances. Your accountant will also reconcile your Balance Sheet accounts. This is an important service that helps you maintain accurate and up to date Financial Reports. This service is always recommended to our clients, and must be selected with Bank Feed Categorization to receive our Financial Reporting Service. Your reconciliations control the reliability of your Financial Reports.

Financial Reporting is #3 on our Top 3 Monthly Services List

Our monthly Financial Reporting Service is number three on the list of our most popular and valuable service offerings. As a business owner, it is very important to understand your accounting story. Your accountant creates your story by customizing your financial reports. Your accountant will create custom accounts and a Management Financial Report Suite for you that meets your specific business needs. You may need both cash and accrual basis reports, customized sales reports, cost of goods sold reports, inventory reports, accounts receivable or accounts payable reports. There is no limit the quantity and customization of your reports. This service is only available to clients with Bank Feed Categorization and Account Reconciliation services.

Regina Pitts
Regina PittsPrincipal Accountant & Bookkeeper
Member of the QuickBooks ProAdvisor Program

Accounting and Bookkeeping Support by a QuickBooks ProAdvisor Program Member

I founded Lend A Hand Accounting because I believe accounting and bookkeeping services should be affordable, efficient, and flexible. We use flat fee pricing, which makes our accounting services a comfortable fit for any budget. At Lend A Hand Accounting, we’ve found a formula that really works! You select the accounting services you need, and control when you want to start or stop services. It is all in your hands! We’ve cut out the need for endless phone calls and long trips to the accountant’s office.

Feel free to call or text me now at 360-637-4799. We can also get started right away. Go ahead and create a free account and we can automatically look at your books and let you know where you stand.

We really appreciate your business and look forward to serving all of your accounting and bookkeeping needs. Thanks again!


The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.