What Services Are Included in Professional Bookkeeping?

If you’re thinking about outsourcing your books, you may be wondering what exactly you get with a professional bookkeeping service.

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The answer: more than just data entry. True professional bookkeeping gives you consistent, organized financials and peace of mind-without the guesswork or hidden fees.

What a Professional Bookkeeper Should Do

Professional bookkeeping includes a full monthly cycle of financial organization:

  1. Bank and Credit Card Reconciliation
    Matching transactions across accounts to ensure accuracy.
  2. Transaction Categorization
    Properly labeling income and expenses to align with your chart of accounts.
  3. Monthly Financial Reports
    Delivering Profit & Loss statements, Balance Sheets, and Cash Flow summaries.
  4. Sales Tax and Compliance Tracking
    Identifying taxable revenue and keeping tabs on payment timelines.
  5. CPA-Ready Books
    Ensuring clean books that your accountant can use for tax filing or advisory.

Add-On or Specialty Services May Include:

  • Accounts receivable & payable tracking
  • Payroll coordination
  • Inventory reconciliation
  • Multi-entity or franchise-level reporting

Not all bookkeeping services offer these-but professional ones should help you integrate them or refer you to partners.

Remote Books Online: What’s Included

Every Remote Books Online client gets:

  • Monthly reconciliation of all bank and credit accounts
  • Accurate categorization of all transactions
  • CPA-ready financials
  • Access to our secure online dashboard
  • A dedicated service team-no hourly billing
  • 30-day free trial

All at a flat monthly rate.

Test Case

A Texas-based ecommerce seller switched to RBO after their part-time bookkeeper struggled to keep up.

They got:

  • Weekly updates
  • On-time monthly closes
  • Integrated sales tax tracking for multiple states

Today, they spend less than $200/month and never miss a deadline.

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FAQs

Is bookkeeping different from accounting?
Yes. Bookkeeping is about recording and organizing financial data. Accounting uses that data to analyze and file taxes.

What’s the turnaround time?
Monthly closes are typically delivered within 7 business days of receiving full statements.

Do I need QuickBooks?
No. We work with QuickBooks, Xero, and other platforms-or we can handle everything via our secure portal.

Conclusion

Professional bookkeeping goes beyond balancing your checkbook. It’s about reliable, error-free records and visibility into your financial health.

Remote Books Online delivers that-at a fixed monthly price, backed by a team that works like your own.

Get a free quote now or start your free trial to experience professional bookkeeping the right way.


Need to pick both bookkeeping and payroll from one provider? Our bookkeeping & payroll services guide helps compare experience, credentials, tools, pricing, and support.

Looking to boost your firm’s profits? Our guide on CPA firms & white-label bookkeeping shows how outsourcing under your brand increases efficiency and revenue.

Need to get your finances back on track? Our Catch-Up Bookkeeping Services guide outlines fast, effective methods to reconcile past transactions and regain clarity.

Streamline Your Finances: Download Our Free Bookkeeping Brochure

Take control of your business finances with confidence! Our detailed brochure provides insights into how Remote Books Online can help you maintain accurate bookkeeping, stay tax-ready, and make informed financial decisions. Discover how our tailored bookkeeping services can support your business growth and simplify your financial management.