Philip Montero
QuickBooks Online Bookkeeping for Small Businesses — Like Yours
Clean, accurate, remote bookkeeping — catch-ups, monthly support, and reports, so you can focus on growing your business.
As an Intuit-certified remote bookkeeper, my goal is to make financial management straightforward, accurate, and stress-free for small business owners. I work exclusively in QuickBooks Online to ensure your records stay organized and your reports clear, helping you make confident, well-informed business decisions. My certifications reflect the knowledge and expertise I bring to help your business succeed.
Why Work With Me
I approach bookkeeping with clarity, structure, and reliability. My background in IT taught me how to solve problems, organize complex information, and focus on accuracy—skills that translate directly into solid financial management. As I grow into this field, I’m committed to providing careful, dependable support so you can stay confident in your numbers and focused on running your business.
Services
QuickBooks Online Setup & Cleanup
What it includes:
• Chart of accounts setup & optimization
• Bank & credit card connections
• Categorization rules
• Cleaning old or uncategorized transactionsMonthly Bookkeeping
Reliable and accurate monthly bookkeeping:
• Transaction categorization
• Reconciliations & month-end closing
• Accounts payable & receivable tracking
• Ongoing supportCatch-Up & Backlog Bookkeeping
Get your books current and organized:
• Correct past errors
• Reconcile previous months or years
• Prepare for taxes or year-end reportingFinancial Reporting & Insights
Clear, actionable insights:
• Profit & Loss statements
• Balance Sheet
• Cash Flow reports
• Easy-to-understand explanationsQuickBooks Online Support & Guidance
For DIY bookkeepers:
• Troubleshooting & periodic reviews
• Best practices to keep your books accurate
Want to simplify your bookkeeping and get your numbers under control?
Pricing
Every business is unique, so pricing is based on transaction volume and the complexity of your bookkeeping needs.These starting rates give you a clear idea of what to expect. Your final quote will always be customized and agreed upon in advance.Starter — From $200/mo
• For small businesses with a low number of transactions.
• Includes monthly categorization, reconciliation, and basic reporting.Standard — From $300/mo
• For growing businesses with moderate activity and multiple accounts.
• Includes monthly bookkeeping, reconciliations, and clean financial reports.Growth — From $450/mo
• For established businesses with higher transaction volume or added complexity.
• Includes advanced categorization, monthly reviews, and tailored financial insights.Premium — From $650/mo
• For businesses with high transaction volume, multiple sales channels, or unique workflows.
• Includes full monthly bookkeeping, ongoing support, and detailed reporting.Cleanup or Catch-Up Work
Priced separately based on the number of months behind and the condition of your books.If you’d like a custom quote, reach out using the contact form below.
Certified and trained in QuickBooks Online
— organized bookkeeping you can trust (see below).
Intuit Academy
Bookkeeping
Trained in foundational bookkeeping concepts, accounting cycles, and financial statement analysis, including payroll and inventory management.Bookkeeping Basics
Assets in Accounting
Liabilities and Equity in Accounting
Financial Statement Analysis
Intuit Bookkeeping Certification
Certified in foundational bookkeeping and accounting principles.
QuickBooks Online Certification Level 1 ProAdvisor
Certified in essential QuickBooks bookkeeping and account management.Sales and customers
Expenses and vendors
Banking
Period end
QuickBooks Online Certification Level 2
Certified in advanced QuickBooks workflows, reporting, and client management.Sales and customers
Expenses and vendors
Banking
Year end
Custom reporting
Ready for clear, reliable bookkeeping?
Let’s talk about what your business needs.
How It Works1. Reach Out
Send a quick message with your questions or bookkeeping needs.2. Review Your Setup
We look at your current process and what you want to improve.3. Get a Clear Plan
I recommend a straightforward approach tailored to your business.Get in TouchContact Form: Use the form below — your message goes directly to my inbox.or
No pressure, no commitments — just helpful guidance and clear next steps.