For US accounting & bookkeeping firms on QuickBooks Online
Monthly close for your clients.
Without new hires.
We do the monthly bookkeeping for your QBO client ledgers, under your firm's name. You keep the client relationship and the final review. From $285 per ledger a month.
Running a business? See BillSnapp for small businessesSee it in action
Fictional receipt demo: a scan is followed by checks passed, review needed for an uncertain supplier match, or an issue found for a totals mismatch. Every record needs human review before posting.
OFFICE SUPPLY
03 NOV 2026 · RECEIPT
FICTIONAL EXAMPLE
From document to record
A clear place to review.
Receipt attached · example workspace
Destination after human approval
QuickBooks Online
Scanning receipt…
Reading details and checking the example.
People stay in the loop.
Your agreed reviewer checks the work and resolves questions.
- Built on QuickBooks OnlineWork stays in your clients' QBO files
- $285 per ledger a monthStandard ledger, clear scope
- You keep the clientAnd the final review and sign-off
- Start with one ledgerOne test month, no long contract
Two ways to add capacity
Take on more clients without hiring.
Hand us the monthly close for some ledgers, give your own team faster software, or both.
White-label monthly close
We do the monthly bookkeeping for your QBO client ledgers. Your clients only see your firm.
From $285 per ledger a monthStandard ledger. Larger or complex files are quoted on scope.
- Coding, reconciliations, P&L and balance sheet every month
- An exception list and a tax-preparer handoff pack
- You keep the client, the tax work and the final sign-off
- Start with one test ledger, no long contract
BillSnapp for your staff
Your team captures receipts and invoices for every client, reviews the details and posts to QuickBooks Online.
From US$19 a month
- Less manual data entry for your bookkeepers
- Fewer typing mistakes in client books
- Receipt attached to every Bill or Expense in QBO
- Plans cover up to 10 client companies
Accounting firm stories
From the firms we support.
A standard ledger · $285 a month
Clear scope. No surprises.
Ordinary bookkeeping only. Anything regulated stays with your firm.
Included every month
We do this- One entity, one currency, up to about 150 transactions a month
- Up to 3 bank or credit-card accounts
- Receipt and document capture with BillSnapp
- Transaction coding and bank / card reconciliations
- Monthly P&L and balance sheet
- Reconciliation schedules and an exception list
- A tax-preparer handoff pack
Stays with your firm
You keep this- Tax preparation, filing or tax advice
- Payroll tax filings
- Audit, assurance or CPA sign-off
- Handling or moving client funds
- Historical cleanup (quoted separately)
Bigger files, extra accounts or inventory? We quote them on scope before work starts.
How we handle your client files
Built for firms that can't afford surprises.
Outsourcing only works if you can trust it. These controls are part of every engagement.
Only the access the work needs
We work inside your client's QuickBooks Online file with the permissions you grant, and agree authorized access before any records are shared.
Written scope, named reviewer
Each ledger has a written scope, deadlines and a named person responsible for the work and its review.
Nothing hidden
Missing documents and open questions go on a monthly exception list, so your reviewer sees exactly what still needs attention.
Your client, your sign-off
We never contact your clients unless you ask us to. Judgment calls wait for your review, and confidentiality terms are agreed before access.
How to start
One ledger.
One month.
Send one ledger
Tell us about one client file. We check the fit against representative, redacted records.
We close one month
$285 for a standard ledger, with access, scope and reviewer agreed up front. No long contract.
You review, then decide
Check the handover pack and exception list. If it works, add more ledgers at your pace.
Short on capacity this month?