Services
Monthly Bookkeeping
KeyLine records every charge, deposit and payment, matches them to your bank and card statements, and closes your books every month. Then Crystal, your personal bookkeeper, goes over the numbers with you on a personalized review call each month.
Every month
What Happens Every Month
Transactions Recorded
Every charge, deposit and payment, sorted into the right categories.
Accounts Reconciled
Each bank and card account matched to its statement.
The Month Closed
Your 3 Core Reports
Profit and Loss: what came in, what went out, and what was left.Balance Sheet: what the business owns and owes on the month’s last day.Statement of Cash Flows: where the cash came from, and where it went.
A Personalized Review Call
With Crystal, to go over the numbers.
Getting started
Before Your First Close
We keep your books in QuickBooks Online. Before your first monthly close, we set them up once:
- Your QuickBooks Online company, set up for your business.
- Your bank and card accounts connected, so transactions flow in.
- Categories that match how your business works.
- Everything in place for the first close.
Onboarding and Tech Setup is $250, one time, and covers all four.
Already on QuickBooks Online? Add KeyLine as your accountant, and your books stay in your own account.
Don’t have QuickBooks yet? We’ll set it up together, side by side or over Google Meet.
Learn about QuickBooks OnlineNot sure where your books stand? Start with the Diagnostic Review, $99: a close look at your current books and setup, including your average month over the last three, which sets your package. Credited in full when you sign up for a monthly package.
The four steps from the free consultation to your first closeInvoicing
Invoicing and Receivables
We send your invoices and keep track of who has paid. Accounts receivable is the money your customers owe you.
- Standard
- Light invoicing and accounts receivable
- Plus
- Full accounts receivable management: invoices sent, payments recorded, and a list of who’s overdue.
- Starter
- The invoicing add-on, $150 a month, plus sales tax
Crystal tells you which invoices are late and can resend any of them to you, to forward with your own note. She never contacts your customers about late payments.
Standard and Plus also include accounts payable. Accounts payable is the bills your business owes, recorded and tracked until they’re paid.
Invoicing and accounts payable carry Texas sales tax: see how it works on Prices.
Book or call
Which Package Fits?
All three include the monthly close and a review call. Compare them on Prices, or ask on the free consultation.