Reliable & Accurate Bookkeeping for Small Businesses
Get clean, organized books — fast. Stress-free onboarding. Flat monthly pricing
Before You Book
Our services are best suited for business owners who want ongoing monthly bookkeeping — not one-off fixes or tax prep only.
- Monthly services are billed in advance.
- The first month (and any setup or cleanup fees) are due at signup.
- Auto-pay is required for recurring services.
Struggling With Your Books?
Behind months on reconciliation
Transactions aren’t categorized correctly
Reports aren’t accurate or tax-ready
Spending hours trying to fix QuickBooks
Financials feel confusing or unreliable
You’re growing too fast to DIY your books
Bookkeeping Services Built for Your Business
Choose the support that fits where your business is today.
Monthly Bookkeeping
Get accurate, organized books every single month—without the stress of doing it yourself. We categorize transactions, reconcile accounts, and deliver clear financial reports you can trust.
Perfect for busy owners who want consistent, reliable financials.
Start Monthly BookkeepingQuickBooks Cleanup
Behind on your books or not sure what’s accurate anymore? We clean up past months, correct errors, and reconcile your accounts so your numbers finally make sense again.
Ideal for businesses with messy or outdated QuickBooks files.
Fix My BooksQuickBooks Setup & Optimization
New to QuickBooks or ready to start fresh? We set up or optimize your file the right way— chart of accounts, bank feeds, rules, and workflows tailored to your business.
Great for new businesses or those ready for a better system.
Get Setup Help
✔ Service-based businesses
✔ Real estate agents & investors
✔ Property managers
✔ Contractors & trades
✔ Consultants & coaches
✔ Retail & ecommerce
✔ Startups & growing businesses
Trusted by Business Owners Across Many Industries
Why Businesses Choose Phillips Bookkeeping
Trusted by business owners who want accurate books, clear reports, and real support.
Accurate & Reliable Every Month
Your books shouldn’t be a guessing game. We deliver accurate, reconciled financials every month so you always know where your business stands and can make confident decisions.
Certified, Insured & Experienced
As a Certified QuickBooks ProAdvisor and fully insured, veteran- and woman-owned business, we take your financial data seriously. You get professional-level care with small-firm attention.
Real Support from Real Bookkeepers
You’re never just a number in our system. We answer questions, explain your reports, and partner with your tax professional so you’re supported all year long—not just at tax time.
How It Works
Getting reliable, stress-free bookkeeping is simpler than you think.
Schedule Your Consultation
Choose a time that works for you using our online calendar. We’ll talk about your business, your current bookkeeping situation, and what you need help with.
We Review & Organize Your Books
We securely connect to your QuickBooks file, review what’s there, and either clean things up or set up a monthly bookkeeping process tailored to your business.
Enjoy Clear, Accurate Financials
You receive ongoing, accurate reports you can trust—so you can make decisions confidently, stay tax-ready, and focus on running your business instead of your books.
Simple, Transparent Pricing
Choose the plan that fits your business stage and bookkeeping needs.
✨ Essential
$750/month
Setup Fee: $350
- Monthly bookkeeping
- Bank & credit card reconciliation
- Expense categorization
- Monthly P&L & Balance Sheet
📘 Professional
$1,750/month
Setup Fee: $450
- Everything in Essential
- Payroll administration
- A/P & A/R processing
- Monthly accountant review
🏅 Executive (Full Accounting)
$3,200/month
Setup Fee: $850
- Everything in Professional
- Accruals & month-end close
- Budgets & forecasts
- CPA/tax liaison & advisory touchpoints
💼 Payroll Services
$150/month + $15 per employee
Setup Fee: $250
(or $350 if switching providers)
- Full payroll processing
- Employee onboarding
- Quarterly tax filings
What to Expect After You Book
Quick Discovery Call
We confirm your business needs, volume, and QuickBooks status.
Clear Proposal
You receive a proposal outlining scope, pricing, billing terms, and timeline.
Onboarding & Review
We request access + statements, then review your books and identify gaps.
Work Begins
Once payment is complete, we begin setup/cleanup and move into monthly service.
What Business Owners Are Saying
Real results from clients who partnered with Phillips Bookkeeping Services.
“Phillips Bookkeeping took over our monthly books and completely changed how we run the business. I finally have clear reports every month and I’m not stressed at tax time.”
“We were over a year behind in QuickBooks. They cleaned everything up, reconciled all our accounts, and now handle our monthly bookkeeping. Best decision we’ve made.”
“As a nonprofit, our reporting has to be precise. Phillips Bookkeeping helped us clean up the past and set up a system we can actually maintain. Our board loves the new reports.”
Frequently Asked Questions
Answers to common questions about working with Phillips Bookkeeping Services.
What types of businesses do you work with? ›
We support a wide range of small businesses, including service-based businesses, contractors, real estate professionals, property managers, nonprofits, consultants, and other growing companies. If you use or want to use QuickBooks, we can usually help.
Do you only work in QuickBooks? ›
Our primary focus is QuickBooks Online. That allows us to build efficient workflows, automations, and accurate reports for your business. If you’re not on QuickBooks yet, we can help you get set up and migrated the right way.
What if my books are really behind or messy? ›
That’s exactly what our QuickBooks Cleanup service is for. Whether you’re a few months or more than a year behind, we review your file, reconcile your accounts, correct errors, and get you to a clean, accurate starting point for ongoing bookkeeping.
How does ongoing monthly bookkeeping work? ›
Each month we categorize your transactions, reconcile your accounts, and prepare financial reports such as your Profit & Loss and Balance Sheet. We keep your books up to date so you’re always ready for tax time and can make informed decisions during the year.
Will you work with my CPA or tax preparer? ›
Yes. We regularly partner with CPAs and tax preparers to make sure they get clean, accurate books and the reports they need. Our goal is to make tax season easier for everyone by doing the heavy lifting on the bookkeeping side.
How do you access my QuickBooks and bank information securely? ›
We use secure, permission-based access within QuickBooks Online and do not store your banking login information. You stay in control of your accounts, and we work within the access you grant us to keep your financial data accurate and protected.
What’s the first step if I’m interested in working with you? ›
The best first step is to schedule a consultation so we can learn about your business, review where your books are now, and recommend the right level of service. From there, we provide a clear proposal and next steps so you know exactly what to expect.
Ready for Accurate, Stress-Free Books?
Let’s clean up your QuickBooks, organize your finances, and deliver reliable monthly reports you can trust.