Whether you need help with your bookkeeping, getting ready for tax time, or need coaching, our team of experts is here to help. In addition, we employ a comprehensive editorial process that involves expert writers. This process ensures that articles are well-researched and organized, offering in-depth insights and recommendations. The Fit Small Business editorial policy is rooted in the company’s mission, which is to deliver the best answers to people’s questions. This serves as the foundation for all content, demonstrating a clear dedication to providing valuable and reliable information. Our team leverages its expertise and extensive research capabilities to identify and address the specific questions our audience has—and this ensures that our content is rooted in knowledge and accuracy.

You’ll also see a step-by-step task list maintained by your bookkeeper, which shows the tasks that have been completed. We believe everyone should be able to make financial decisions with confidence. If you have historical records for your business, we’ll review your books during your first appointment to see if you’re eligible. Or let a tax expert powered by TurboTax do your taxes for you, start to finish. See how connecting with experts one-on-one gives this busy voice-over artist the confidence her books are done right and frees up time for the things she loves to do. Connect with experts year-round for advice and guidance, with best-in-class tools to support you as your business grows.

How much does QuickBooks Live bookkeeping cost?

Yes, you’re free to switch QuickBooks Online plans or cancel at any time. Typical cleanup is complete within 30 days after receiving all necessary documentation. Connect one-on-one with experts so you can manage your books with ease.

1. These bookkeepers understand your industry and will collaborate with you to streamline your bookkeeping process.
2. Wave Accounting is one of the very few business accounting software providers on the market that’s completely free.
3. Live bookkeepers aren’t responsible for errors resulting from incorrect information that you provide, or if you re-open the books by overriding closure after a Live bookkeeper completes the month-end closure.
4. Answer a few questions about what matters to your business and we’ll recommend the right fit.
5. For more information about Expert Assisted, refer to the QuickBooks Terms of Service.

You’re limited to one scheduled appointment at a time and appointments have to work within your bookkeeper’s schedule. Communications that are available any time include document sharing and live chat with a member of your bookkeeper’s extended team. QuickBooks Live is an online bookkeeping service that connects small businesses with trusted, QuickBooks-certified virtual bookkeepers. Your bookkeeper takes the lead on your bookkeeping and runs essential reports so you can focus on your business. Eric is an accounting and bookkeeping expert for Fit Small Business.

More time each day

You can cancel your QuickBooks Live plan or upgrade from Live Expert Assisted to Live Expert Full-Service Bookkeeping at anytime. To downgrade from Expert Full-Service Bookkeeping, you may need to wait until the end of your current subscription billing period. You should be able to access a dedicated bookkeeper for any questions or advice and one-on-one assistance. You are partnered with a dedicated bookkeeping team you can communicate with regularly, they do all your bookkeeping for you, and you are presented with tax-ready financial statements. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research.

Alternatives to QuickBooks Live Bookkeeping

You can also chat live with a member of your bookkeeper’s extended team at any time. While QuickBooks Online does have its own free mobile app—which allows you to enter transactions, record expenses, invoice customers, and send reports—the app cannot access QuickBooks Live features. Access to the QuickBooks Live Hub is limited to your desktop or laptop computer. The first month of service with QuickBooks Live is dedicated to onboarding and cleaning your books. It is custom-priced based on the amount of cleanup your books require.

QuickBooks Live Bookkeeping Review & Pricing in 2024

You can contact your bookkeeper anytime to schedule a live video chat or to discuss questions or concerns about your bookkeeping. Ongoing communication is available at any time via document sharing and live chat, either with your bookkeeper or a ytd financial definition of ytd member of your bookkeeper’s team. Each month, your bookkeeper categorizes your transactions and reconciles your accounts.