Stop wondering whether QuickBooks is current. Plutus reconciles your accounts, organizes transactions, and delivers clear financial statements on a monthly or quarterly schedule.
Accurate books come from a repeatable close process. Each cycle is designed to confirm account balances, organize transactions, document questions, and deliver reports you can use.
We compare QuickBooks balances to bank and credit-card statements, investigate differences, and make sure each account is complete through the close date.
Income and expenses are categorized consistently, with questions flagged for your review instead of being guessed or buried in uncategorized accounts.
You receive a profit-and-loss statement and balance sheet after each close, with records organized for your tax professional when filing season arrives.
Monthly service is best when you need current financial information, have regular transaction activity, or want issues identified throughout the year. Plans start at $300 per month and are tailored to account count, transaction volume, payroll, and reporting needs.
Quarterly service provides the same core reconciliation and reporting process on a less frequent schedule. It is designed for smaller, lower-volume businesses that do not need a monthly close. Plans start at $450 per quarter.
Begin with a complimentary QuickBooks Review, then move into a defined onboarding and close process built around your reporting needs.
We review your QuickBooks setup by screen share, discuss your concerns, and identify the most important next step without requiring sensitive uploads before the call.
We connect and reconcile your accounts, remove duplicate activity, and organize the chart of accounts.
We close the books on schedule and deliver clear profit-and-loss and balance-sheet reports.
Choose ongoing monthly or quarterly bookkeeping, or a one-time cleanup project based on your needs.
The right schedule depends on how often you need reliable financial information and how much activity runs through the business.
You review performance regularly, have meaningful monthly transaction volume, need current reports, or want bookkeeping questions resolved throughout the year.
Your business has lower activity, you mainly need accurate records for estimated taxes and year-end filing, and a quarterly reporting rhythm is sufficient.
Accounts are not reconciled, prior periods contain errors, or several months of activity are missing. Cleanup creates a dependable starting point for ongoing service.
Most activity flows through QuickBooks Online and connected accounts. You may be asked to answer questions about unusual transactions, provide missing statements, or upload documents that are not available through the bank feed.
Reports are delivered after the period is reconciled and open questions are resolved. The expected close schedule is discussed during onboarding so responsibilities and timing are clear.
Yes. With your authorization, Plutus can provide organized reports and supporting information to your independent tax professional.
No. Plutus is a bookkeeping-only firm. We maintain clean, reconciled QuickBooks records and provide organized reports for you to share with your independent CPA or tax preparer.
Each engagement is overseen directly by Plutus and follows a consistent QuickBooks Online process. Reconciliations, open questions, and reporting deliverables are documented so the records are easier for you and your independent tax professional to use.
Full founder credentials and professional background are available on the About page. Plutus provides bookkeeping services only.