Professional Oversight. Ongoing Accuracy.

Your QuickBooks® Tune-Up gets your system clean, accurate, and aligned with your business model. But staying that way requires consistency. That’s where Essential Accounting Oversight comes in — providing proactive monthly monitoring and updates so your books remain accurate, compliant, and ready to guide smart decisions.

The QuickBooks ecosystem doesn’t live in a vacuum—it connects to bank feeds, payroll, payment processors, inventory apps, sales tax tools, and more. Those moving parts change constantly (updates, new rules, broken connections), and when they’re not watched, minor glitches turn into wrong numbers.

What that means for you (in plain English):

• Updates done right: We handle QuickBooks product updates, payroll/tax table changes, and app updates so nothing breaks mid-month. 
• Connections that stay connected: Bank feeds, credit card feeds, and third-party integrations are monitored to prevent missing or duplicate transactions. 
• Data guarded & healthy: Regular file health checks, backups, and user-permission reviews protect against corruption, accidental deletions, and security risks. 
• Compliance without panic: Sales tax, 1099 vendor settings, and closing dates are kept current so you’re audit-ready and year-end doesn’t turn chaotic. 
• Reports you can trust: With clean mappings and accurate categorizations, your P&L, Balance Sheet, and cash flow matches reality—so decisions are based on truth, not guesses.
   

• Monthly reconciliations of bank and credit card accounts 
• Continuous monitoring of bank feeds and third-party integrations 
• Regular file reviews to identify and correct errors early 
• Management of QuickBooks updates, payroll/tax table updates, and app updates 
• Sales tax & 1099 settings review; closing dates and lock periods applied 
• User-access, roles, and audit log spot-checks for security 
• Professional reporting that reflects the proper health of your business 
• Optional: secure backups and file-size/health optimization
   

Why it matters: fewer surprises, faster month-end, cleaner taxes, stronger cash visibility, and less owner time lost to chasing errors.
 

Result: confidence in your numbers, peace of mind about compliance, and the freedom to focus on the bigger picture—while we keep the gears turning behind the scenes.

 Stay Accurate. Protect Your Books With Essential Oversight.