Do solo consultants need monthly bookkeeping?
It depends on activity and reporting needs. Compare monthly, quarterly and annual options on our Pricing page; share your account volume and how often you need current reports before choosing.
Industries / Consulting
Bookkeeping for Consultants
Spend more time on client work and less time sorting invoices, subscriptions and business expenses.
100% online · Serving businesses across the U.S.
Understand what your consulting business earns and spends
Project fees, hourly billing and retainers can arrive at different points in an engagement. Consistent invoice records and an agreed accounting method help keep collected cash distinct from the work it relates to.
01
Project and retainer records
Organize client invoices, payments, refunds and retainer receipts. Discuss treatment of advance payments rather than assuming every receipt belongs to the current period.
02
Business expense categories
Keep software, subcontractor costs, travel and other business spending organized. Identify owner transactions separately from operating expenses.
03
Reports and open invoices
Reconcile accounts and prepare financial reports. Use open-invoice records to discuss whether monthly bookkeeping or more frequent AR support is appropriate.
Records to prepare
- Client invoices and retainer agreements
- Bank and credit card statements
- Software, travel and subcontractor expense records
- Payment processor summaries and outstanding invoice lists
What to include in your inquiry
Tell us whether you are a solo consultant or a firm, how clients are billed, your monthly account activity and whether you need catch-up or year-end-only work.
Describe your needs first. We confirm the documents required before you share financial records through our client portal.
Send InquiryChoose your level of support
Start with the work your books need. We confirm scope, setup fees and the appropriate plan before engagement.
Bookkeeping – Customized
$590 starting from
Customized bookkeeping service with AR/AP, invoicing and billing — suitable for businesses that need daily/weekly support. Starting from $590/mo.
Ask about this planQuickbooks Clean-Up
$80 starting from / hour
Messy books? We fix that. Our QBO clean-up service ensures your financials are accurate, organized, and ready for tax time. Starting from $80/hour.
Ask about this planSee full pricing, included services and setup fees. Tax preparation is discussed separately.
Working together online
Tell us about your business
Share your industry, current accounting software and whether you need monthly books, catch-up work or ongoing invoicing and billing.
Agree on your scope
We review the work, confirm a suitable service and starting price, and explain which records are needed before you begin.
Work together online
Use our secure client portal to share documents, then review reconciled books and financial reports without traveling to an office.
Revenue recognition, reimbursable expense treatment and tax deductibility depend on your arrangements and accounting method. We confirm these questions rather than promising a deduction for every expense.
Our firm is led by an IRS Enrolled Agent (EA) and Certified Acceptance Agent (CAA). Meet Remote Books USA.
Common questions
Can you organize retainer payments?
Yes, we can review retainer receipts and the related agreements as part of the agreed bookkeeping scope. Treatment of advance payments depends on your accounting method and engagement terms.
Nationwide service, including your state
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