Monthly bookkeeping for service businesses

Reliable books,
closed every month.
On time. Every time.

Flow Bookkeeping Services keeps consultants, clinics, agencies, and contractors current in QuickBooks with a disciplined monthly close, clear reporting, and a dedicated bookkeeper accountable for your books.

Seamless
Client Onboarding
Human
Review before delivery
QBO
QuickBooks Online workflow
Monthly
Consistent close discipline
Monthly Bookkeeping· Month-End Close· QuickBooks Clean-Up· Monthly Close Report· QBO Sync· Human-Reviewed Workflow· Tax Prep Support· Audit-Ready Books· Secure Client Portal· Payroll Coordination· Monthly Bookkeeping· Month-End Close· QuickBooks Clean-Up· Monthly Close Report· QBO Sync· Human-Reviewed Workflow· Tax Prep Support· Audit-Ready Books· Secure Client Portal· Payroll Coordination·

Smart automation.
Human accountability.

Flow runs a structured monthly close workflow — documents organized, transactions categorized, exceptions flagged — so your bookkeeper can review the right items, close the month cleanly, and deliver a clear summary back to you.

Check Your Fit
01
You share your documents
Upload bank statements, invoices, and receipts to your secure client portal — no chasing, no confusion.
02
Workflow organizes the month
Recurring rules, categorization logic, and exception flags prioritize what needs attention — so nothing slips through.
03
Your bookkeeper reviews
Flagged items, uncategorized transactions, payroll entries, and balance sheet accounts all receive human review before anything is finalized.
04
Month closed. Report delivered.
You receive reconciled books, a plain-English monthly summary, and a short action list of anything that needs your input.

Focused bookkeeping that stays
structured, current, and dependable.

Core monthly bookkeeping is included in every package. Payroll coordination, cleanup projects, and advisory work are offered as separate engagements — keeping your monthly service predictable and reliable.

Monthly Bookkeeping
Transaction categorization, account reconciliations, and a disciplined monthly close delivered on schedule — every month, without reminders.
Month-End Close
Bank reconciliations, journal entries, financial statement review, and a plain-English summary — delivered by a defined monthly close window.
QuickBooks Clean-Up
Behind on your books? Cleanup and catch-up work is scoped separately to get your file current before monthly service begins.
Tax-Ready Reporting
Year-end books closed, organized, and ready to hand off to your CPA — reducing tax prep time and last-minute scrambles.
Payroll Coordination
Payroll activity synced and recorded correctly in QuickBooks — available as an add-on for Growth and Scale clients.
Secure Client Portal
Document upload, communication, and monthly deliverables managed through a secure, organized client portal — included with every package.
QuickBooks Online Sync
All work done directly inside QuickBooks Online — your file stays current, connected, and audit-ready at all times.
Quarterly Advisory Check-In
Scale clients receive quarterly reviews to discuss financial trends, flag issues early, and keep reporting aligned with business goals.

Commitments, not just claims.

Every Flow client gets the same close discipline, response standard, and scope transparency — built into the service from day one.

Close Timing
Books delivered by your monthly close window.
Deliverables sent by an agreed close date each month, as long as documents are provided on time.
What we need from you — and when — is communicated clearly at onboarding.
Communication
Responsive, professional, and direct.
Client questions acknowledged within one business day, with a substantive response within two.
All communication flows through your secure client portal or email — no scattered threads.
Scope Clarity
You always know what's included.
Monthly bookkeeping scope is defined at onboarding and documented — no surprise add-ons.
Cleanup, multi-entity, advisory, and complex work are quoted separately before they begin.
Ideal Client Profile
Service businesses that need clean books — not another software tool.

Flow is built for owner-operated service businesses with recurring monthly transactions and a QuickBooks Online file that needs consistent, professional attention.

  • Consultants, agencies, medical practices, law firms, contractors, and creative studios.
  • 50–1,000 monthly transactions across bank, card, invoice, and payroll activity.
  • Owners who want bookkeeping handled — with a real person accountable for the results.
  • Businesses that value month-end discipline, tax-ready records, and clear financial reporting.
Not the Best Fit
Accounts that require work outside a focused monthly service.

Flow maintains quality by keeping the recurring service structured and consistent. Accounts with complex or custom requirements are handled through separate engagements.

  • Complex inventory, job costing, multi-entity consolidation, or accrual-heavy needs.
  • Businesses primarily seeking tax filing, audit opinions, or ongoing CFO strategy.
  • Books more than three months behind without a separate cleanup package.
  • Owners unable to provide timely documents or respond to monthly close questions.
Reliable
Monthly deliverables
Month-end
Consistent close discipline
QBO
QuickBooks Online workflow
Client
Always our top priority

Flow is built for focused, recurring bookkeeping. Businesses needing heavy cleanup, complex accounting, or broader financial strategy are scoped separately before entering the monthly service.

Transparent monthly pricing.
Built around your volume.

Every package covers your monthly close, QuickBooks sync, and human-reviewed deliverables. Payroll coordination, cleanup projects, and advisory work are available as separate engagements to keep your monthly rate transparent and predictable.

Starter
$149/mo
Up to 75 transactions / month
Monthly close & reconciliation
QuickBooks Online sync
Monthly close summary report
Secure client portal access
Email support

Best for solo practitioners and very small service businesses with straightforward monthly activity.

Request Consultation
Scale
$599/mo
Up to 500 transactions / month
Monthly close & reconciliation
Dedicated bookkeeper assigned
QuickBooks Online sync
Quarterly advisory review call
Priority support
Payroll coordination (add-on)

Best for established service businesses with higher transaction volume and a need for a dedicated point of contact.

Request Consultation
Clean-Up
From $750
Quoted per engagement
Historical transaction review & categorization
Account reconciliation from any start point
Chart of accounts cleanup & optimization
File prep for handoff to monthly service
Custom scope & fixed-fee quote provided

Books behind? Start here. Cleanup is quoted as a separate fixed-fee engagement before monthly service begins.

Request a Quote

All monthly packages include QBO sync · Secure client portal · Monthly close summary · Human review before delivery · $1.00/transaction overage after plan limits

Trusted by service businesses
across the country.

"Before Flow, I was constantly behind on my books and stressed every tax season. Now my financials are closed every month without me having to chase anyone. It has made a real difference in how I run my business."

Michelle T.
Owner · Healthcare Consulting Firm

"Flow completely changed how I think about my finances. I get a clear monthly report, my QuickBooks is always up to date, and I actually understand where my money is going. Responsive, professional, and worth every penny."

James R.
Owner · Independent Contractor & Remodeling Co.

"We were months behind on our books when we came to Flow. They got us current quickly and now we close every month on time. Our CPA is happy, and so are we. I recommend them to every business owner I know."

Sandra & David M.
Co-Owners · Boutique Marketing Agency

Let's find the right
solution for your business.

Tell us about your business — we'll review your transaction volume, current books status, and service needs before recommending a package. No pressure, no obligation.

Built for QuickBooks Online users Separate cleanup quote if books are behind Monthly close and human review in every plan Response within one business day
hello@flowbookkeepingservices.com

After you submit, a Flow team member will review your information and respond within one business day to discuss fit, scope, and next steps.

Existing Clients · Secure Access
Flow Bookkeeping Services

Your portal is
ready for you.

Active Flow clients can log in to upload documents, view monthly close reports, and communicate with your bookkeeper — all in one secure place.

Client Portal Not a client yet?
Secure document upload Human review QuickBooks workflow Monthly close discipline