We have been in the professional services industry for more than 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 individual client needs. As QuickBooks Online experts, we feel that the Top 3 Essential Accounting Services businesses should select are Bank Feed Categorization, Account Reconciliation, and Financial Reporting. Every business owner can benefit from these.

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 transactional accounting errors happen during the bank feed categorization process. Your bank feed categorizations help reconcile your accounts and prepare your monthly financials. We prefer not to offer monthly accounting services without managing the bank feed categorizations.

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. So many things can go wrong with reconciling account and it can take up a lot of your valuable time.

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 in QuickBooks Online. 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 customized QuickBooks Online reports. This service is only available to clients with Bank Feed Categorization and Account Reconciliation services.

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,


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.