Bookkeeping and QuickBooks Online support

Know what happened before deciding what comes next.

When the records are behind or difficult to trust, every report and decision built on them becomes harder. Start by making the monthly evidence dependable.

Recognize the pressure

If the books create doubt, fix the foundation first.

Bookkeeping is the recommended starting point when the records themselves are the source of uncertainty.

Reconciliations are late or incomplete.

Bank and credit accounts do not tie out consistently, so you are not sure which numbers are current.

QuickBooks Online needs structure.

The chart of accounts, settings, or recurring bookkeeping routine makes the file harder to maintain than it should be.

Earlier months need attention.

Transactions or account activity need a defined cleanup or catch-up review before the current period can be trusted.

Recommended ongoing support

Choose monthly bookkeeping when consistency is the need.

This service fits a small business that needs recurring categorization, reconciliations, account maintenance, and core monthly reports.

Recurring bookkeeping

Monthly Bookkeeping

$425starting per month

Who it is for

A small business with one QuickBooks company, up to 100 monthly transactions, and up to three bank or credit accounts unless more is separately quoted.

For a small business that needs consistent categorization, reconciliations, account maintenance, and core monthly reports.

What is included

  • Monthly transaction categorization and reconciliations
  • Chart of accounts maintenance and month-end data review
  • Monthly Profit & Loss and Balance Sheet
  • Reconciliation-completion summary and unresolved-item or missing-data flags
  • Records prepared for the client's CPA or tax preparer

Guided support

No recurring guided session is included. Focused guidance may be added separately.

Add-ons

Cleanup, onboarding, additional companies, higher transaction volume, additional accounts, payroll involvement, inventory, receivables, payables, and major special projects may be quoted separately when they fit the service.

No payment is collected with this request. Fit, scope, and final price are reviewed first.

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QuickBooks project

QuickBooks Online Setup & Organization

$500starting project price

Who it is for

A small business that needs a defined QuickBooks Online setup or organization project.

Organize the QuickBooks Online structure and provide a practical project handoff.

What is included

  • QuickBooks Online company and account organization
  • Relevant records, settings, and setup tasks
  • A clear timeline and project handoff

Guided support

Guided support is included when it is part of the project plan.

Add-ons

Related work may be added and priced separately. A larger new need may be planned as a separate project.

No payment is collected with this request. Fit, scope, and final price are reviewed first.

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Cleanup and catch-up

QuickBooks Cleanup & Catch-Up

$500starting one-time price for basic cleanup

Who it is for

A small business whose QuickBooks records need a defined cleanup or catch-up project.

Review the records first, then confirm the cleanup or catch-up work and final price.

What is included

  • Up to one prior month for one QuickBooks company
  • Up to 100 transactions
  • Up to three bank or credit accounts

Guided support

Guided support is included when it is part of the project plan.

Add-ons

Additional cleanup months start at $250 per month. More complex cleanup is reviewed and quoted separately.

No payment is collected with this request. Fit, scope, and final price are reviewed first.

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Choose the support level

You do not have to buy more help than you need.

Use a resource when you can make the correction yourself, a guided session when one QuickBooks or bookkeeping question is blocking progress, or a project or monthly service when the work needs to be completed with you.

Do It Myself

Use practical guides and tools to make progress on your own, at your own pace.

Choose a Problem

Get Guided Help

Bring one clear problem to Christie Legacy Co and get focused help choosing the next step.

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Work With My Company

Explore recurring services or project help across bookkeeping, reporting, and operations.

Explore Company Services

Know what supports the work

Dependable books are visible in the work produced.

The service is grounded in the records, documented completion, and clear limits on what the work does and does not include.

Reconciled monthly evidence

Monthly work includes transaction categorization, reconciliations, chart of accounts maintenance, month-end data review, and flags for unresolved items or missing data.

Useful core reports

The monthly handoff includes a Profit & Loss statement and Balance Sheet, with the records prepared for the client's CPA or tax preparer.

Verified bookkeeping training

Sierra Christie has completed Intuit Bookkeeping Certification. QuickBooks Online remains the accounting source of truth for these services.

Remove the uncertainty

Questions worth answering before you decide.

These are the practical questions to answer before choosing a next step.

Read All Frequently Asked Questions
Do my records need to be organized before I ask for help?

No. Start with a short description of what is behind, unclear, or not reconciling. A review determines whether monthly bookkeeping, setup and organization, or a cleanup and catch-up project is the better fit.

Is tax preparation included?

No. Christie Legacy Co does not provide tax, legal, audit, assurance, or investment advice. Monthly bookkeeping can prepare the records for your CPA or tax preparer.

What if my company has more than 100 monthly transactions or three accounts?

Those needs can be reviewed. Higher transaction volume, additional accounts, payroll involvement, inventory, receivables, payables, and additional companies may be quoted separately when they fit the service.

Build the dependable starting point

Choose the bookkeeping option closest to the condition of your records.

Review Bookkeeping Options