Outsourced Bookkeeping Services

Our outsourced bookkeeping services give you a complete, reliable financial back office without hiring in-house. We handle bank reconciliation, transaction classification, financial reporting, and month-end close for professional services firms across the country. With over 25 years of experience, Steph's Books serves businesses with $1MM–$10MM in revenue. We become an extension of your team — a dedicated bookkeeper who knows your business inside and out.

What Outsourced Bookkeeping Includes

When you work with Steph's Books, you get a full-service remote bookkeeping team — not a piece of software or a faceless call center. Here is what our outsourced bookkeeping services cover:

• Bank and credit card reconciliation — Every account reconciled monthly so your balance sheet reflects reality.
• Transaction classification — All income and expenses categorized to the correct accounts using your chart of accounts.
• Monthly financial statements — Profit & loss, balance sheet, and cash flow statement delivered on time, every month.
• Accounts receivable management — Invoice creation, payment tracking, and follow-up on past-due balances.
• Accounts payable and bill pay — Vendor bills entered, approved, and paid on schedule.
• Year-end tax packages — Complete financial packages prepared and delivered to your CPA, so tax season is painless.
• Payroll processing — Accurate payroll on your schedule, including tax filings and year-end W-2s.
• QuickBooks Online management — Your books live in the cloud, and you have real-time access from any device.

Every engagement is customized to your needs. Some clients only need monthly reconciliation and reporting. Others need the full stack — AR, AP, payroll, and advisory. We build a package around what your business actually requires.

How Virtual Bookkeeping Works

Virtual bookkeeping means your books are managed remotely by a dedicated bookkeeper who works with your team through secure cloud tools. There is no office visit required, no software to install, and no lag in communication.

Here is how the process works:

• Secure cloud access — We connect to your QuickBooks Online file with read/write access. Bank feeds pull transactions in automatically.
• Dedicated bookkeeper — You are assigned one bookkeeper who learns your business, your vendors, your chart of accounts, and your preferences. No rotating staff.
• Regular communication — Questions come through email, Slack, or scheduled calls. Your bookkeeper is responsive and proactive — not waiting for you to chase down answers.
• Document sharing — Receipts, invoices, and statements are shared through a secure portal or email. No paper, no fax machines.

Virtual bookkeeping works for businesses in any state. Our clients span Illinois, California, Texas, New York, and everywhere in between. Your physical location does not matter — the quality of your books does.

Monthly Bookkeeping Process

Every month follows a consistent, repeatable process. You should never wonder where your books stand or when your reports will arrive.

• Week 1 (1st–7th) — We close the prior month. All transactions are classified, accounts reconciled, and discrepancies resolved. Month-end is closed by the 7th — not the 15th, not the 20th.
• Week 2 (8th–14th) — Financial statements are reviewed for accuracy and delivered to you. P&L, balance sheet, and cash flow — formatted and ready to use.
• Weeks 3–4 (15th–31st) — Ongoing transaction coding, bill pay, invoicing, and payroll processing for the current month. Your bookkeeper is actively working in your books throughout the month, not just at close.
• Year-end — In Q4, we prepare your year-end tax package, reconcile all accounts for the full year, and deliver a clean file to your CPA.

This cadence means you always have up-to-date financial data for decision-making — not a two-month-old snapshot.

Who Our Bookkeeping Services Are For

We work exclusively with professional services firms generating $1MM–$10MM in annual revenue. That is our sweet spot, and it is where we deliver the most value.

Our clients include:

• Law firms — Trust accounting, IOLTA compliance, matter-level tracking. Learn more
• Property management companies — Multi-entity books, owner distributions, CAM reconciliation. Learn more
• Marketing and creative agencies — Project profitability, retainer tracking, contractor 1099s
• Consulting firms — Revenue recognition, time-based billing, expense management
• IT and technology companies — SaaS revenue tracking, deferred revenue, R&D cost allocation
• Healthcare practices — Insurance reimbursement tracking, multi-provider reporting

If your business bills clients for expertise and you need a bookkeeper who understands how professional services firms operate, we are a strong fit.

Pricing Overview

Outsourced bookkeeping packages start at $350/month for businesses with straightforward needs. Most of our professional services clients pay between $625 and $1,500/month depending on transaction volume, number of accounts, and the services they need.

• Essential ($350/mo) — Monthly reconciliation, transaction classification, financial statements, and year-end tax package.
• Growth ($625/mo) — Everything in Essential plus AR/AP management, payroll, a dedicated bookkeeper, and monthly check-in calls.
• Premium ($1,000/mo) — Everything in Growth plus project profitability tracking, custom reports, and priority support.

All engagements are month-to-month. No long-term contracts. We earn your business every month.

View full pricing details or get an instant quote tailored to your business in under 2 minutes.

How We Are Different

There are a lot of bookkeeping services out there. Here is what sets Steph's Books apart:

• 25+ years of experience — Steph has been doing this since before cloud accounting existed. That depth of experience means fewer mistakes, faster problem-solving, and better financial advice.
• Certified QuickBooks ProAdvisor — We are not learning QBO on your dime. We know the platform inside and out, including advanced features most bookkeepers never touch.
• Dedicated bookkeeper — You work with the same person every month. They know your business, your vendors, and your quirks. No explaining the same thing twice.
• Month-end by the 7th — While most firms close books by the 15th or later, we deliver your financials by the 7th of the following month. Faster close means faster decisions.
• Professional services expertise — We understand billing structures, retainers, trust accounts, and project-based revenue. We are not a generalist firm trying to serve everyone.
• No long-term contracts — Month-to-month service because we believe in earning your trust, not locking you into a contract.

Industries We Serve

We provide outsourced bookkeeping services to professional services firms across multiple industries. Each industry has unique accounting needs, and we have the experience to handle them.

• Law Firm Bookkeeping
• Property Management Accounting
• Healthcare Bookkeeping
• Restaurant Bookkeeping
• Construction Bookkeeping
• Nonprofit Bookkeeping
• Real Estate Bookkeeping
• E-Commerce Bookkeeping