Bookkeeping support for US CPA firms, done in QuickBooks Online.
I take routine bookkeeping off your team's plate so your staff can spend their time on tax, advisory and client relationships. You work with one person, and you review the books before they go to the client.
What I handle
Month-to-month bookkeeping for your small-business clients, kept in QuickBooks Online.
Monthly bookkeeping
Categorizing bank and card transactions, clearing the uncategorized queue, and keeping the chart of accounts consistent from month to month.
Bank and card reconciliations
Each account reconciled to the statement, with a short list of any open items for you or the client to chase.
Payables and receivables
Bills, invoices and customer payments entered and matched, with aging reports at month-end.
Month-end close
Balance sheet and profit and loss reviewed for anything unusual, then handed over in a package your team can sign off.
What I don't do: prepare US tax returns. Your firm keeps the tax work, and I deliver books that are ready for it.
How we would start
A small first step, so you can judge the work before changing anything.
Short intro call
Fifteen minutes to cover your client's software, chart of accounts and how you want the books delivered.
Trial month on one client
I do one month at a discounted rate. You review it against your own standards with no commitment.
Monthly rhythm
If it works, we agree a fixed monthly schedule: when you send access, when I deliver, and who answers open questions.
About
I'm Ashish Goyal, a Chartered Accountant in India. My day job is corporate finance: revenue recognition, MIS reporting and audit. I know what books look like when they are ready for review, and I build that discipline into the routine bookkeeping I do for you.
I work on my own, so I take on only a few firms at a time. You always deal with me directly, not with a rotating team.
- QualificationChartered Accountant (ICAI, India)
- SoftwareQuickBooks Online
- AccessI work inside your client's QuickBooks file through an invited user login, so the data stays in your system.
- ConfidentialityI sign an NDA before starting.
Start with a conversation
Tell me about one client you'd like to hand off. I will reply with questions and an outline for a trial month. A sample set (balance sheet, profit and loss, bank reconciliation) is available on request.