On-site accounting, bookkeeping & training

Experienced help.
Right at your workplace.

Bring QBBuddy’s accounting, bookkeeping, administrative, and training experience directly to your eligible Southern California commercial location.

QBBuddy representative traveling to provide on-site accounting and bookkeeping support
Professional, practical support built around your business.

What’s included

Support built around your business.

Professional help designed around your priorities, team, and day-to-day operations.

01

On-site accounting support

Review financial records, reporting needs, reconciliations, internal processes, and accounting priorities with an experienced professional at your workplace.

02

Full-charge bookkeeping

Hands-on help with transaction review, account reconciliation, accounts payable and receivable, payroll coordination, and month-end bookkeeping.

03

Administrative assistance

Practical support for billing, document organization, data entry, vendor records, office coordination, and defined back-office projects.

04

QuickBooks training

Personalized instruction for owners and employees using your real business workflow, company file, responsibilities, and reporting needs.

05

Staff training

Role-based training that helps employees follow consistent procedures, maintain accurate records, and understand how their work affects the books.

06

Workflow review

Identify backlogs, duplicate work, risky shortcuts, and opportunities to create clearer, more dependable accounting and administrative procedures.

On-site service rates

Select the experience level your project needs.

After the first hour, time is billed at the adjusted hourly rate shown for the selected service level.

Accountant

$125first hour

Then $75 per hour after the first hour

Scheduled according to the agreed scope

Request this service

Full-Charge Bookkeeper

$75first hour

Then $45 per hour after the first hour

Two-hour minimum

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Administrative & Basic Bookkeeping Support

$55first hour

Then $27.50 per hour after the first hour

Four-hour minimum

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On-site appointment terms

* A $10 deposit and signed service agreement are required to book an appointment. On-site service is available at eligible commercial locations only. Residential locations are not eligible. Payment is due upon completion of the scheduled service. Long-term projects require a labor retainer. Availability is subject to location, scheduling, project scope, and service eligibility.

How visits work

Clear scope.
Productive time on site.

1

Discuss the need

We identify the location, priorities, staff involved, and the appropriate service level.

2

Confirm the appointment

We document the scope, complete the signed agreement, collect the $10 deposit, and schedule the visit.

3

Work on site

Your QBBuddy professional completes the agreed work, provides practical guidance, and confirms next steps.

Common questions

Before scheduling an on-site visit.

Can you train our employees at our office?

Yes. We provide role-based QuickBooks, bookkeeping, recordkeeping, and workflow training for owners and staff at eligible commercial locations.

Do you visit home-based businesses?

No. On-site appointments are available for eligible commercial business locations only.

Can we arrange recurring on-site support?

Yes. Recurring and long-term projects may be available after reviewing the scope, schedule, location, and required labor retainer.

Let’s strengthen your back office

Contact QBBuddy.

Tell us where your business needs support. Your message will be sent directly to our team at hello@qbbuddy.com.

Get in Touch

We’ll get back to you within one business day.

By submitting this form, you agree that QBBuddy may contact you about your request.

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