Monthly Oversight

Ongoing QuickBooks Online Support and Accountability

Want to keep your QuickBooks file accurate month after month without handing it off?

Monthly Oversight provides accountability and guidance. You remain in control of the bookkeeping.

What You Receive

• Monthly file oversight
• Updated issue list with priorities and action steps
• Email support for quick clarification questions
• Monthly accountability call (questions submitted in advance)

Scope

Oversight only. No transaction entry, cleanup, bookkeeping service, or tax work.

Best Fit

Owners who want consistency and peace of mind without full-service bookkeeping.

Protect your progress. Stay decision-ready.

Prefer less frequent support? A Quarterly Checkpoint is a lighter optio n to stay on track.

You can add Monthly Oversight after a File Health Diagnostic completed within 60 days. I also offer tailored options for new or returning clients.