What services does Pocket Accountant offer?

Monthly bookkeeping, QuickBooks Online cleanup and catch-up projects, QuickBooks Online setup, bank and credit card reconciliations, financial reporting (P&L, balance sheet, and more), and operational accounting consulting.

How much does bookkeeping cost?

Pricing depends on the size and condition of your books. A free consultation and initial books review comes first, followed by a proposal — either a fixed price or an hourly rate, depending on the project.

Do you prepare or file taxes?

No. Pocket Accountant provides bookkeeping and accounting-support services only — not tax preparation, tax filing, or representation before the IRS. We're happy to work alongside your CPA or refer you to one.

What if my books are a mess or way behind?

That's a common starting point, not a dealbreaker. A cleanup or catch-up project is often the first step before moving into regular monthly bookkeeping.

What kind of businesses do you work with?

Small, owner-operated businesses — typically contractors, trades, repair shops, and professional services with 0–15 employees — using or willing to use QuickBooks Online.

Do you work with businesses outside Illinois?

Yes. Pocket Accountant is based in Lake County, Illinois, and serves clients remotely nationwide.

What's the difference between cleanup and monthly bookkeeping?

Monthly bookkeeping is ongoing — recording transactions, reconciling accounts, and delivering reports every month. Cleanup (or catch-up) is a one-time project to bring books that are behind or disorganized up to date, usually before starting monthly service.

Do you require QuickBooks Online?

Yes. Pocket Accountant works exclusively in QuickBooks Online, including setup for businesses that are new or migrating from spreadsheets or another system.

Do you handle payroll?

Pocket Accountant records payroll transactions in your books but does not calculate, process, file, or remit payroll or payroll taxes.

How does access to my accounts work?

You keep control. QuickBooks Online access is limited to what's needed for the work, and any bank or credit card access is view-only — Pocket Accountant never has the ability to move money.

How do I get started?

Schedule a free consultation. We'll talk through your business, your current bookkeeping, and whether it's a good fit — no pressure, no obligation.

Frequently Asked Questions

Monthly bookkeeping, QuickBooks Online cleanup and catch-up projects, QuickBooks Online setup, bank and credit card reconciliations, financial reporting (P&L, balance sheet, and more), and operational accounting consulting.
Pricing depends on the size and condition of your books. A free consultation and initial books review comes first, followed by a proposal — either a fixed price or an hourly rate, depending on the project.
No. Pocket Accountant provides bookkeeping and accounting-support services only — not tax preparation, tax filing, or representation before the IRS. We're happy to work alongside your CPA or refer you to one.
That's a common starting point, not a dealbreaker. A cleanup or catch-up project is often the first step before moving into regular monthly bookkeeping.
Small, owner-operated businesses — typically contractors, trades, repair shops, and professional services with 0–15 employees — using or willing to use QuickBooks Online.
Yes. Pocket Accountant is based in Lake County, Illinois, and serves clients remotely nationwide.
Monthly bookkeeping is ongoing — recording transactions, reconciling accounts, and delivering reports every month. Cleanup (or catch-up) is a one-time project to bring books that are behind or disorganized up to date, usually before starting monthly service.
Yes. Pocket Accountant works exclusively in QuickBooks Online, including setup for businesses that are new or migrating from spreadsheets or another system.
Pocket Accountant records payroll transactions in your books but does not calculate, process, file, or remit payroll or payroll taxes.
You keep control. QuickBooks Online access is limited to what's needed for the work, and any bank or credit card access is view-only — Pocket Accountant never has the ability to move money.
Schedule a free consultation. We'll talk through your business, your current bookkeeping, and whether it's a good fit — no pressure, no obligation.

Free Consultation