Robertson Bookkeeping LLC

Experience simple, stress-free bookkeeping services tailored for your small business

Bookkeeping service (show on map)

Small business bookkeeping service offering Basic, Growth, and Full-Service packages with QuickBooks Online.

About

Robertson Bookkeeping LLC offers simple, stress-free bookkeeping services tailored for small business owners and independent professionals. The company provides three tiered packages—Basic (up to 100 transactions/month), Growth (up to 200), and Full-Service (up to 300)—with features including bank and credit card reconciliation, profit & loss statements, balance sheets, accounts payable/receivable, custom financial reports, and quarterly summaries. Ser

vices are powered by QuickBooks Online, and final pricing is confirmed after a brief consultation.

Three tiered pricing packages to fit different business sizes

Uses QuickBooks Online for clear financial reports

Optional CPA coordination at year-end for Full-Service clients

Custom financial reports available upon request

Works with both local and remote clients

Services

Basic Bookkeeping Services

Ideal for solopreneurs and small businesses with straightforward financial needs, covering up to 100 transactions per month.

Monthly transaction categorization Bank and credit card reconciliation (up to 2 accounts) Profit & Loss statement Monthly Balance sheet Email support (1-2 business day response)

Growth Bookkeeping Services

Hands-off bookkeeping for growing businesses handling up to 200 transactions per month.

All Basic package services Up to 4 financial accounts Accounts payable Accounts receivable Monthly review for accuracy and consistency Custom financial reports upon request Email and limited scheduled call time Quarterly financial summary

Full-Service Bookkeeping Services

Proactive oversight for business owners handling up to 300 transactions per month with CPA coordination.

All Growth package services Up to 5 financial accounts One scheduled 30-minute monthly financial review call CPA coordination (at year-end) Priority scheduling for questions Comprehensive bookkeeping services

QuickBooks Setup

Optional add-on service to set up and configure QuickBooks Online for your business.

QuickBooks Online configuration Chart of accounts setup Bank feed connection

Catch-up/Cleanup Bookkeeping

Optional add-on to bring your books current and clean up existing records.

Historical transaction cleanup Reconciliation of past periods Organization of financial records

1099 Preparation

Optional add-on service for preparing 1099 tax forms for contractors and vendors.

1099 form preparation Vendor/contractor documentation

Credentials & Certifications

QuickBooks Online

Frequently Asked Questions

What bookkeeping packages does Robertson Bookkeeping offer? +

Three packages: Basic (up to 100 transactions/month, starting at $250), Growth (up to 200 transactions/month, starting at $450), and Full-Service (up to 300 transactions/month, starting at $650).

What is included in the Basic Bookkeeping package? +

Monthly transaction categorization, bank and credit card reconciliation (up to 2 accounts), Profit & Loss statement, Monthly Balance sheet, and email support with 1-2 business day response time.

What additional features does the Growth package include over Basic? +

Up to 4 financial accounts, accounts payable, accounts receivable, monthly review for accuracy, custom financial reports, email and limited call time, and quarterly financial summary.

What is included in the Full-Service Bookkeeping package? +

All Growth package services, up to 5 financial accounts, one scheduled 30-minute monthly financial review call, CPA coordination at year-end, priority scheduling, and comprehensive bookkeeping.

What optional add-on services are available? +

QuickBooks Setup, catch-up/cleanup bookkeeping, additional accounts or transaction volume, custom financial reporting, 1099 preparation, and custom quotes based on scope.

How is pricing determined for bookkeeping services? +

All packages have defined transaction limits, and final pricing is confirmed after a brief consultation to review your small business bookkeeping needs.

What software does Robertson Bookkeeping use? +

Robertson Bookkeeping utilizes QuickBooks Online to provide clear and easy-to-understand financial reports.

Who is the target audience for Robertson Bookkeeping? +

Small business owners and independent professionals who need reliable and accurate bookkeeping services.