--- title: "Outsourced Bookkeeping for Small Business and Families" description: "Outsourced bookkeeping for small business: monthly books, reconciliations and reports, coordinated with your CPA. Start with a free 30-minute consultation." url: https://peachtreeva.multisites.ai/bookkeeping publisher: Peachtree VA book: https://peachtreeva.multisites.ai/contact --- # Outsourced bookkeeping for small business Outsourced bookkeeping means a remote bookkeeper records your transactions, reconciles your accounts and delivers monthly financial statements, working alongside your CPA. We aim to close the prior month by the fifth business day. Bookkeeping packages start as little as $240 per month. Every engagement begins with a free 30-minute consultation. [Book a free strategy call](https://peachtreeva.multisites.ai/contact) ![Reid Yearwood, Director of Finance](https://peachtreeva.multisites.ai/_astro/reid-yearwood.DaY8sHZ6_1wcvzz.webp) **Reid Yearwood**Director of Finance Packages Start as little as $240 per month First step Free 30-minute consultation Monthly close Aim for the fifth business day Main software QuickBooks Online If it is not a fit Rematch at no additional cost ## Your own small finance department Your bookkeeper uses your systems, talks with your team and stays in regular contact through the week and month. ## Built to work with your CPA CPA coordination is part of the service, so tax preparation stays smooth. ## A fixed monthly rhythm We aim to deliver financial statements by the fifth business day, then review the numbers with you. ## Priced to your volume Packages follow your transaction volume and complexity, so you do not pay for services you do not need. ## Matched by people, _not an algorithm_ From a free call to a dedicated match, with a Relationship Specialist who stays with you. 1. 01 ### A free strategy call Thirty minutes on how you work, what is eating your week and what to hand off first. 2. 02 ### Method Matching A real person matches you on competency and chemistry: skill set, personality, culture and capacity. Not an algorithm. 3. 03 ### Meet your match Most clients have vetted, personalized support in place in as little as 10 business days, starting with a kick-off call. 4. 04 ### Stay supported A dedicated Relationship Specialist stays with the partnership. If the fit is ever wrong, we rematch you at no extra cost. **100% Matching Guarantee.** If the fit ever stops working, we rematch you at no extra cost. It has no expiration date. ## What is outsourced bookkeeping for a small business? Outsourced bookkeeping means a remote professional keeps your financial records instead of you or an in-house hire. The bookkeeper records and categorizes transactions, reconciles accounts, and delivers monthly financial statements. You get accurate books and clear numbers without learning accounting yourself. The cost of doing it badly is real. When you are learning financial principles instead of running your business, errors creep in. They can lead to tax complications or missed deductions. Without clear financial visibility, strategic decisions become guesswork instead of data-driven choices. Our post on [common bookkeeping blunders](https://peachtreeva.multisites.ai/bookkeeping-blunders) shows what that looks like. Our bookkeepers are U.S.-based professionals who work as 1099 independent contractors to Peachtree VA. We handle the contract and compliance side. They sign strict confidentiality agreements and follow your client-specific requirements to protect your information. For definitions of the terms used here, see our glossary entries on [outsourced bookkeeping](https://peachtreeva.multisites.ai/glossary/outsourced-bookkeeping) and [bookkeeping](https://peachtreeva.multisites.ai/glossary/bookkeeping). ## What does a bookkeeper do for me? Your bookkeeper handles eight areas: transaction management, monthly financial reports, monthly reviews, account reconciliation, custom reports, CPA coordination, budget management and invoice management. Together they keep your records accurate, organized and ready when you need them. Service What you get Transaction management We accurately record and categorize all your financial transactions. Monthly financial reports Clear financial statements and insights tailored to your needs. Monthly reviews Personal calls to go over your numbers and answer questions. Account reconciliation We make sure your accounts are accurate and up to date. Custom reports Financial reports tailored to you. CPA coordination We work with your CPA to make tax preparation smooth and easy. Budget management We help you create and manage your budget. Invoice management We handle invoices and payments to keep cash flow steady. Throughout the month, your bookkeeper also sends invoices as needed, processes contractor payments, issues 1099s when applicable, and reconciles accounts. Our glossary explains [bank reconciliation](https://peachtreeva.multisites.ai/glossary/bank-reconciliation) and [accounts payable](https://peachtreeva.multisites.ai/glossary/accounts-payable) in plain terms. ## What does the monthly cycle look like? Each month follows the same rhythm. We aim to close out the prior month’s books and provide financial statements by the fifth business day of the new month. Then your bookkeeper meets with you to review last month, year-to-date results and any budgets or forecasts that need updating. During onboarding and kickoff, we set the cadence that fits your business. The standard flow looks like this. 1. **Through the month.** Your bookkeeper categorizes transactions, sends invoices, processes contractor payments, issues 1099s when applicable, and reconciles accounts. 2. **Close.** We aim to close the prior month’s books and deliver financial statements by the fifth business day. 3. **Review.** At the beginning of each month, your bookkeeper meets with you to go over performance, year-to-date results and budgets. Want to see what a close involves? Read our [month-end close checklist](https://peachtreeva.multisites.ai/guides/month-end-close-checklist). It lists the steps in plain English, and the glossary entry on [month-end close](https://peachtreeva.multisites.ai/glossary/month-end-close) defines the term. ## How does bookkeeping work with my CPA? Your bookkeeper keeps the books so your CPA can do tax work. CPA coordination is one of our core services. We work with your CPA to make tax preparation smooth and easy. Your bookkeeper prepares clean records, and your CPA advises on tax matters. This split matters. A bookkeeper records and organizes financial activity. A CPA advises on taxes and filings. Ask your CPA what they need from you and what format they like. Your bookkeeper can then build that into your monthly cycle. We do not give tax advice, and our bookkeepers do not replace your CPA. Read the glossary entry on [bookkeeper vs. accountant](https://peachtreeva.multisites.ai/glossary/bookkeeper-vs-accountant) for a plain-language comparison. ## How much does outsourced bookkeeping cost? Bookkeeping packages start as little as $240 per month. The price depends on your business’s transaction volume and complexity. During your free consultation, we assess your specific needs and recommend the right package, so you get full support without paying for services you do not need. We do not list a one-size price because no two sets of books are alike. A business with several revenue streams needs more work than one with a single account, so we size the package to match. What affects your package Why it matters Transaction volume More transactions take more time to record and reconcile Complexity Several revenue streams or accounts add work Reporting needs Custom reports and budgets add scope Transparent pricing, with no hidden fees, is how we work. Agreements run month to month with a 30-day out. ## Which software do your bookkeepers use? Our bookkeepers mainly work with QuickBooks Online, the platform millions of businesses use. They are also proficient in other platforms. Tell us which system you use on your consultation call. We plan the work around your setup, and your bookkeeper uses your systems. Our glossary entry on [QuickBooks Online](https://peachtreeva.multisites.ai/glossary/quickbooks-online) explains the basics. ## Who is Peachtree bookkeeping for? Our bookkeeping serves small businesses, mid-sized and scaling businesses, entrepreneurs with multiple revenue streams, and families. If you want to focus on revenue-generating work and not on spreadsheets, this is for you. Your bookkeeper works like a small finance department for your business. - **Small businesses.** We manage your financial records with accuracy so you can concentrate on growth. - **Mid-sized and scaling businesses.** Reliable bookkeeping supports you as the business expands. - **Entrepreneurs with multiple revenue streams.** We keep you organized and informed about your different income sources. - **Families.** We help households keep finances organized and make information readily available for your CPA or financial advisor. Read our guide on [bookkeeping for families](https://peachtreeva.multisites.ai/guides/bookkeeping-for-families). Dan Usaj, founder of North East Ohio Lacrosse, says of our bookkeeping team: “They’ve taken such a huge weight off my shoulders when it comes to managing my business finances.” ## Can you help if my books are months behind? Tell us on the consultation call how far behind you are. We gather information about your business, financial systems and goals, then recommend the right package for your needs. Catch-up bookkeeping is a scope question, and we settle it with you before any work starts. We do not publish a separate catch-up service or price. Our glossary defines [catch-up bookkeeping](https://peachtreeva.multisites.ai/glossary/catch-up-bookkeeping) if you want to look at the term first. ## How does the free 30-minute consultation work? The consultation is a free 30-minute call. We learn about your business, financial systems, goals and bookkeeping needs. You leave with a personalized plan that fits your goals. We use the call to match you with the best-fit bookkeeper from our bench of experienced professionals. Our bookkeepers work across a wide range of industries and specialties. Each has different strengths, so the call lets us make a thoughtful match. Our goal is to pair you with someone who can support your business from day one. ## What if my bookkeeper is not a good fit? We rematch you at no additional cost. Dedicated Relationship Specialists look after the health of your engagement and address any problem. We are committed to getting the match right the first time. If compatibility issues arise, we move quickly. ## Should I hire a bookkeeper or a virtual assistant? Hire a bookkeeper if you lack financial infrastructure or your business has outgrown basic admin support. Hire a virtual assistant if you already have a CPA, an external bookkeeper or strong financial processes and need help with the administrative legwork. A Peachtree VA can switch between financial admin tasks and other work, such as email, calendar, project coordination and social media support. A bookkeeper provides strategic financial insight and fuller management. See our [VA services](https://peachtreeva.multisites.ai/va-services) to compare, or read the [bookkeeping FAQs](https://peachtreeva.multisites.ai/bookkeeping/bookkeeping-faqs) for more answers. ## Next step Schedule your free 30-minute consultation through our [contact page](https://peachtreeva.multisites.ai/contact), or read the [bookkeeping FAQs](https://peachtreeva.multisites.ai/bookkeeping/bookkeeping-faqs) first. You leave the call with a personalized plan that fits your goals. ## Frequently asked questions ### How much does outsourced bookkeeping cost? Bookkeeping packages start as little as $240 per month. They are structured on your business’s transaction volume and complexity. During your free consultation, we assess your needs and recommend the right package, so you do not pay for services you do not need. ### When will I get my financial statements each month? As part of our standard process, we aim to close out the prior month’s books and provide financial statements by the fifth business day of the new month. During onboarding, we set the monthly cadence that best fits your needs. ### Do you work with my CPA? Yes. CPA coordination is one of the core services. Your bookkeeper keeps your records accurate and organized, and works with your CPA to make tax preparation smooth and easy. Ask your CPA what format they prefer, and we build it into your monthly cadence. ### What accounting software do your bookkeepers use? Our bookkeepers mainly work with QuickBooks Online, which millions of businesses use. They are also proficient in other platforms. During your consultation, tell us which system you use today, and we plan the work around it. ### What is the difference between a bookkeeper and a virtual assistant? A bookkeeper keeps your financial records and reports. A virtual assistant handles administrative work. A VA works well if you already have a CPA or bookkeeper. A bookkeeper fits when you lack financial infrastructure or your business has outgrown basic admin support. ### What if my bookkeeper and I do not work well together? Dedicated Relationship Specialists watch the health of your engagement and fix problems. We work to get the match right the first time. If compatibility issues arise, we can quickly rematch you at no additional cost. ## In our clients' words - > I can’t say enough good things about Peachtree Bookkeeping Services! They’ve taken such a huge weight off my shoulders when it comes to managing my business finances. Everything is organized, on time, and I actually feel like I understand what’s going on with my numbers now... Honestly, working with them has been one of the best decisions I’ve made for my business. Highly recommend! DU**Dan Usaj**Founder, North East Ohio Lacrosse ## Related - [### Bookkeeping FAQs Bookkeeping packages start as little as $240 per month, based on transaction volume and complexity. Bookkeepers work mainly in QuickBooks Online and aim to close the prior month by the fifth business day. Every engagement starts with a free 30-minute consultation, and a bad match is rematched at no cost. Bookkeeping FAQs](https://peachtreeva.multisites.ai/bookkeeping/bookkeeping-faqs) - [### Month-End Close Checklist for Small Business A month-end close checklist is the set of steps you run after each month ends to make the books accurate: record all activity, categorize it, reconcile accounts, check invoices and bills, review reports and hold a review. Peachtree aims to close the prior month and deliver statements by the fifth business day. Read the guide](https://peachtreeva.multisites.ai/guides/month-end-close-checklist) - [### U.S.-based virtual assistants for small business A U.S.-based virtual assistant is a vetted remote professional who works from the United States on your calendar, inbox, projects and admin for a set number of hours each month. Peachtree VA matches most clients in as little as 10 business days, from 25 hours a month, with a free rematch if the fit is wrong. VA services](https://peachtreeva.multisites.ai/va-services) - [### Household Bookkeeping: How to Organize Your Family Finances Household bookkeeping means recording your family's income and spending in one place, sorting it into categories, and reviewing it each month. It shows where money goes, supports a budget and makes tax time easier. Start with one tracker, a short category list and a monthly 30-minute review. Read the guide](https://peachtreeva.multisites.ai/guides/bookkeeping-for-families) ## Get your week back. Book a free, no-obligation strategy call. We will map out what to hand off first, and you leave with a plan whether or not you become a client. [Book a free strategy call](https://peachtreeva.multisites.ai/contact)[or email info@peachtreeva.com](mailto:info@peachtreeva.com) ![Sarah Harlan, Client Experience & Operations Manager](https://peachtreeva.multisites.ai/_astro/sarah-harlan.DtVquYwL_2b0Qn7.webp) ![Darleen Priday, Vice President of Business Development](https://peachtreeva.multisites.ai/_astro/darleen-priday.jiyh6aPr_1PLR4H.webp) ![November Lee, Marketing Manager](https://peachtreeva.multisites.ai/_astro/november-lee.Cro_USs7_Z1Yhdwg.webp)