Ongoing QuickBooks Online bookkeeping
Keep your books current without losing time to bookkeeping.
Monthly bookkeeping for consultants and coaches who want reconciled accounts, organized records, and financial reports explained in plain English.
Ongoing bookkeeping maintains the agreed accounts and records on a recurring schedule. Black Core categorizes transactions, reconciles covered accounts, prepares standard financial statements, and identifies missing information or items that need your attention.
A practical fit
When this service makes sense
- Client work leaves little time for consistent bookkeeping.
- You need monthly reports rather than a tax-season catch-up project.
- You want a repeatable process for statements, receipts, and questions.
- You need clearer visibility into income, expenses, and available cash.
Defined work
What is included
- Monthly transaction categorization for covered accounts
- Bank and credit-card reconciliations
- Review of uncategorized or unusual transactions
- Profit and loss and balance sheet reports
- A plain-English monthly summary
- A defined request process for missing records and answers
- Coordination-ready reports for your tax professional
The process
How the work moves forward
- 01
Complete onboarding
Confirm the covered accounts, access, monthly close date, and document workflow.
- 02
Collect the records
Receive statements and answers through the agreed secure process.
- 03
Close the month
Categorize transactions, reconcile accounts, and prepare the covered reports.
- 04
Review what matters
Receive the reports, a clear update, and any items that need your attention.
The objective
A monthly bookkeeping rhythm that does not depend on tax season.
The objective is to keep agreed records current, reduce last-minute catch-up work, and provide reports that help you understand the financial position of the business.
Service questions
What should you know?
How soon after month-end are reports available?
The reporting schedule is defined in the engagement agreement and depends on receiving complete records and timely answers.
Does monthly bookkeeping include invoicing, payroll, or bill payment?
Only services expressly listed in the written proposal are included. The standard website description does not promise invoicing, payroll processing, accounts payable, or tax filing.
What happens if my books are already behind?
A cleanup may be required before ongoing monthly bookkeeping can begin. The initial review determines the appropriate starting point.
Start with a conversation
Find the right next step for your books.
Describe the current condition of your books and what you need help understanding.
Please do not email bank statements, tax documents, account credentials, Social Security numbers, or other sensitive financial information.