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Miami, South Florida · Online nationwide · I write back within one business day.

Online Books Pro — Bookkeeping & Accounting

How it works

The first month, in order.

No sales call. No six-week onboarding deck. You write, I quote, I clean up the backlog, and a report lands on the 15th.

  1. 01

    You write. I send a quote.

    Tell me what the business does, roughly how many transactions you have, and whether the books are current. I reply within one business day with a flat monthly rate — or a catch-up quote if you’re behind. No sales call required.

    Inbox · Quote for monthly books

    From Yanay Verdecie at Online Books Pro
    To Marcus at Harbor Ridge HVAC

    Re: monthly books — $525 flat, no contract

    Thanks for writing, Marcus. For a service business at your volume, monthly books are $525. That covers categorization, matching every account to the bank, and a profit and loss by the 15th.

    You have four months of backlog. Catch-up is $280 for each of those months, done first, then we roll into the regular close. Cancel any month you don’t need me.

    If that sounds right, I’ll send a one-page engagement and a list of what I need to start.

    Yanay
    Online Books Pro

  2. 02

    I catch the books up.

    You share read-only bank access and your QuickBooks login. I import the statements, sort the backlog, and match every account. You keep running the business. I stay in your inbox if something looks off.

    A tidy desk after the backlog is cleared
    Statements in. Duplicates out. Accounts matched.

  3. 03

    The report lands on the 15th.

    Each month the books close. A profit and loss, a balance sheet, and a short note arrive by the 15th. Forward it to your CPA. Ask questions. Cancel any month you don’t need me — there is no long contract.

    Online Books Pro

    Prepared September 15, 2026

    Sample

    Profit & Loss

    Harbor Ridge HVAC LLC · August 2026

    Income

    • Service calls $18,420
    • Installations $12,850
    • Maintenance plans $3,200
    Total income $34,470

    Expenses

    • Job materials $8,140
    • Subcontractors $4,200
    • Vehicle & fuel $1,180
    • Insurance $640
    • Software & phone $310
    Total expenses $14,470

    Net income

    $20,000

    Forward this straight to your CPA. Every row is categorized and matched to the bank.

What I need from you to start

  • Read-only bank and credit card access, or PDF statements
  • QuickBooks Online (I’ll help you open a file if you don’t have one)
  • A short list of what is personal vs. business, if the lines have blurred
  • Your tax pro’s email, so the report can go straight there if you want
Book a free intro
A laptop open on a sunlit table, ready for the first close

Next step

Tell me about the business. I’ll write back tomorrow.

A short note is enough: what you do, whether the books are current, and what you want off your plate.

Book a free intro [email protected]