Bookkeeping for Small Businesses with QuickBooks Online
We help small business owners stay organized, tax-ready, and financially informed through expert QuickBooks Online bookkeeping—powered by a CPA who understands your business.
GET A FREE CONSULTATION
Email us for a quote: mlcpabiz@gmail.com
Always Know Where Your Business Stands
With clean, up-to-date books and clear monthly reports, you’ll make smarter decisions and feel more confident about your finances—no more guessing or scrambling at tax time.
Save Time and Reduce Stress
We take bookkeeping off your plate, so you can focus on running your business. No more late nights sorting receipts or stressing over spreadsheets.
Get Expert Help Without the Overwhelm
You’ll work with a CPA who understands your challenges and speaks your language—so you get the financial clarity and support you need, without the jargon or judgment.
OUR SERVICES
QuickBooks Online Setup & Optimization
Start smart or reset the right way.
From initial QBO setup to reviewing your chart of accounts, we make sure your QuickBooks file is accurate, efficient, and tailored to your business. Includes personalized training and workflow recommendations if needed.
Catch-Up & Cleanup Bookkeeping
Behind on your books? We’ve got you.
Whether you're a few months (or years) behind, we’ll get your books organized, cleaned up, and QuickBooks-ready. Perfect for tax season prep or gaining clarity before making key business decisions.
Monthly Bookkeeping
Stay current and compliant—every month.
We handle your ongoing bookkeeping in QuickBooks Online, including transaction categorization, bank and credit card reconciliations, and monthly financial reports. You'll always know where your business stands.
Financial Reports & Insights
Numbers that actually mean something.
Go beyond basic reports. We deliver clear financial summaries and insights to help you understand your cash flow, profitability, and trends—so you can make confident, informed decisions.
Not sure what you need? Let’s talk.
Get a free 20-minute consultation to find the right bookkeeping solution for your business.
Let’s take the guesswork out of your numbers—so you can focus on building your business.
At The CFO Partner, we specialize in QuickBooks Online bookkeeping tailored for entrepreneurs and growing businesses. Whether you need help cleaning up your books, staying on top of monthly reconciliations, or getting actionable financial insights, we’re here to support you with accuracy, clarity, and strategic guidance.
Contact Us
mlcpabiz@gmail.com
FAQ's
Yes—my services are specialized for QuickBooks Online. This focus ensures you get expert-level support tailored to the platform most small businesses trust for cloud-based bookkeeping.
Absolutely. Whether you're a few months behind or haven't touched your books in over a year, we’ll get everything caught up and organized. No judgment—just clean, accurate financials going forward.
I’m a Certified Public Accountant (CPA), but I currently focus on bookkeeping and financial reporting only. However, I can coordinate directly with your tax preparer and make sure your books are tax-ready and accurate.
Book a free consultation. We’ll review your setup, understand your goals, and walk you through next steps—simple, clear, and no pressure.
It depends on your business needs, volume of transactions, and current bookkeeping state. Monthly packages start at $495, and catch-up or setup projects are quoted individually. Reach out for a free consultation, and we’ll recommend the best fit.
Client's QuickBooks Online subscription is billed separately through Intuit, but we’ll help you choose the right plan—and manage everything once you’re set up.
You are in good company
Bookkeeping Built for Small Business Success.
Expert QuickBooks Online support, CPA-backed clarity.
Mai helped me clean up two years of messy books in QuickBooks Online and made tax season the least stressful it's ever been.
As a solo business owner, I was drowning in spreadsheets and unsure if my numbers were even accurate. Mai stepped in, fixed everything, and now handles my monthly bookkeeping with total precision.
— David K., Construction Contractor
Having a CPA manage my bookkeeping has been a game-changer.
Mai doesn’t just keep my books organized—she explains what the numbers actually mean. Her monthly reports give me confidence and clarity I’ve never had before.
— Lena R., 7-figure Amazon Seller
Mai set up my QuickBooks Online from scratch and walked me through everything.
She knew exactly how to structure things for my business and even connected apps I use like Stripe and Gusto. Now everything runs smoothly—and I can focus on growing instead of stressing about bookkeeping.
— Jessica T., Marketing Consultant
Responsive, reliable, and detail-oriented—everything you want in a bookkeeping partner.
Mai caught errors my previous bookkeeper missed and got my reports in order fast. Having a CPA who truly understands small business is a huge relief.
— Chris M., Landscaping Business Owner
Contact us for a quote
mlcpabiz@gmail.com