Monthly bookkeeping
Transaction review, categorization, reconciliations, and an organized close each month.
Bookkeeping & controller services
Know where the business stands.
Plan where it goes next.
QBBuddy combines monthly bookkeeping, dependable back-office processes, reporting, and controller-level support into a weekly membership that grows with your business.
What’s included
Support built around your business.
Our senior coordinator manages the set process hands-on from A to Z, coordinating the work and keeping each step moving.
Financial reporting
Profit and loss, balance sheet, cash-flow views, and management reporting with useful context.
Back-office process
Consistent workflows, document organization, follow-up, and clear ownership for recurring tasks.
Controller support
Oversight for close procedures, internal controls, reporting quality, and accounting priorities.
Payroll coordination
Gold and Platinum memberships add organized payroll administration support when the required payroll subscription is active.
Training and on-site support
Role-based QuickBooks training and eligible on-site bookkeeping support are available for Southern California businesses.
Weekly membership options
Choose the plan that fits your business.
Every membership requires your own QuickBooks Online or Xero account. Silver, Gold, and Platinum receive 50% off the first three months with a 12-month annual subscription.
Bronze
$95/week
Annual expenses under $500,000
- Monthly bookkeeping
- Bank reconciliation for 1 account
- Up to 2 credit-card reconciliations
- Monthly financial reports
- Shared basic bookkeeping support
No administrative, phone, or payroll support. Bronze is excluded from promotions.
Ask about BronzeSilver
$150/week
Monthly expenses $25,000–$150,000
- Everything in Bronze
- Administrative support
- Call handling and message taking
- Appointment scheduling
- Payroll administration support*
- Free time clock system up to 10 employees
- Up to 2 bank accounts and 3 credit cards
50% off the first three months with an annual subscription.*
Ask about SilverGold
$250/week
Monthly expenses $150,000–$550,000
- Everything in Silver
- Sales support assistance
- Customer service support
- Free time clock system up to 50 employees
- Up to 3 bank accounts and 4 credit cards
- Monthly financial reports
50% off the first three months with an annual subscription.*
Ask about GoldPlatinum
$350/week
Monthly expenses $550,000–$2.5 million
- Everything in Gold
- Dedicated account manager and priority support
- Dedicated call handling and advanced scheduling
- Up to 4 bank accounts
- Up to 3 principal and 10 employee credit cards
- 35% discount on tax preparation
- Single point of contact and annual operations review
12-month agreement required. 50% off the first three months with an annual subscription.*
Ask about PlatinumImportant plan terms
* Payroll administration requires a payroll processing subscription. All plans require QBO or Xero, which is not included. Setup, bank-feed, location, and service-eligibility requirements may apply. A senior coordinator manages the agreed process hands-on from A to Z.
A hands-on process
One coordinator.
Every step covered.
Set the process
We confirm your accounts, responsibilities, reporting rhythm, and the information your team needs to provide.
Coordinate the work
Your senior coordinator manages the bookkeeping, administrative, payroll, and support handoffs from A to Z.
Review and improve
We close the month, share useful reports, identify follow-up items, and keep the process improving.
Let’s strengthen your back office
Ready to choose a membership?
Tell us where your business needs support. We’ll help match the right weekly plan to your workflow.