services
QuickBooks Bookkeeping for Small Marketing Agencies
Books With Danielle provides virtual QuickBooks Online bookkeeping for small marketing agencies that are ready to spend less time managing the books and more time running their business. Whether your books need cleanup, you’re several months behind, or you’re simply ready to outsource monthly bookkeeping, I’ll help you determine the right next step.
Get your books clean. Get them current. Keep them that way.
QuickBooks Setup + Cleanup
starting at $1,500
Get your QuickBooks clean, current, and ready for ongoing bookkeeping. Depending on your needs, your Setup + Cleanup may include:
- Reviewing and organizing chart of accounts
- Reviewing and correcting transaction categories
- Reconciling bank and credit card accounts
- Reviewing uncategorized or unusual activity
- Correcting bookkeeping setup issues
- Bringing the agreed historical period current
- Updating financial records
- Preparing your books for ongoing done-for-you monthly maintenance
BONUS: Save $100 when you continue with monthly bookkeeping. Sign up for Monthly QuickBooks Bookkeeping with your QuickBooks Setup + Cleanup and receive a $100 credit toward your first month.
Final pricing depends on the condition of your QuickBooks file, the amount of historical activity involved, and the work required to bring your books current. Standard historical projects are generally limited to the previous 18 months.
Monthly QuickBooks Bookkeeping
starting at $300/month
Once your books are clean and current, I’ll take care of the monthly bookkeeping so you can focus on running your agency. Your monthly service includes:
- Transaction categorization and review
- Bank and credit card account reconciliations
- Reviewing uncategorized or unusual activity
- Monthly financial reports, including Profit & Loss statement and Balance Sheet
- Secure document exchange
- Unlimited email support for bookkeeping questions
- Collaboration with your CPA or tax professional when needed and authorized
BONUS: Monthly bookkeeping clients also receive Books At A Glance — a personalized, plain-English summary, highlighting what happened in your books that month, delivered alongside your monthly agency financial reports, straight to your inbox.
Your exact monthly investment is based on the activity and complexity of your books, including factors such as transaction volume, number of accounts, and the amount of ongoing bookkeeping activity involved.
Bookkeeping Built Around How Agencies Operate
Client retainers. Project revenue. Contractors. Software subscriptions. Payment platforms. Multiple accounts and credit cards. Marketing agencies have their own financial activity, and your bookkeeping should reflect how your business actually operates.
I take the time to understand how money moves through your agency so your QuickBooks records are organized around your business, not treated like a generic list of transactions.
Is Books With Danielle the right fit for your agency?
We may be a good fit if:
- You run a small marketing agency
- Your revenue comes from retainers, projects, or both
- You’re comfortable working virtually
- You use QuickBooks Online
- Your business and personal finances are separate
- You want monthly bookkeeping, not daily financial administration
My goal isn’t to be the right bookkeeper for every business. It’s to provide focused, reliable monthly bookkeeping for agency owners who are ready to outsource it.
How working together works:
- Start with a free consultation. We’ll talk about your agency, your current bookkeeping, and what you need help with.
- I review your QuickBooks. If we’re a potential fit, I’ll review your QuickBooks Online file to understand its condition and determine the scope of work.
- Receive your custom proposal. You’ll receive a recommendation outlining your service, pricing, and next steps. Any required cleanup is completed before ongoing monthly bookkeeping begins.
- Your monthly bookkeeping begins. I complete your monthly bookkeeping and email your financial reports with a personalized Books At A Glance summary by the 15th of the following month, subject to receiving the required information on time.
frequently asked questions
Yes. Books With Danielle specializes in QuickBooks Online so I can provide a consistent and efficient bookkeeping process across my client roster. If you are not currently using QuickBooks Online but would like to move to it, we can discuss whether QuickBooks Setup + Cleanup is appropriate for your agency.
Standard historical projects are generally limited to the previous 18 months. Projects requiring more extensive historical work fall outside my standard scope.
No. Books With Danielle focuses on bookkeeping. Your CPA or tax professional should handle tax preparation, tax filing, tax planning, and tax advice. With your authorization, I can provide your tax professional with bookkeeping records, financial reports, and clarification related to my bookkeeping work when needed.
Payroll should be processed through your payroll provider. When included within the scope of your engagement, I can record and reconcile the relevant payroll activity within QuickBooks after payroll has been processed.
Yes. This is an important part of the Books With Danielle experience. I am the person reviewing your books, completing your bookkeeping, answering your emails, and preparing your monthly reports. No rotating team.
Ready to Take QuickBooks Off Your Plate?
Whether your books need cleanup, you’re behind, or you’re simply ready to outsource monthly bookkeeping, we’ll start by figuring out exactly what your agency needs.
Get your books clean. Get them current. Keep them that way.
