What our QuickBooks Online bookkeeping service includes
Every month, we handle:

Our QuickBooks Online bookkeeping process
Discovery call & QBO audit
30 minutes. We review your business, take a look at your QuickBooks Online file, and tell you what monthly bookkeeping should cover.
Onboarding & secure access
You invite us as your accountant user in QuickBooks Online — no passwords shared. We set up your workflow with a flat-rate monthly quote, no hourly billing.
Monthly close cycle
By the 15th of each month, we categorize transactions, reconcile every account, and close out the prior month in QuickBooks Online.
Reports & review
You get P&L, Balance Sheet, and Cash Flow with a written summary. Quarterly review calls keep you aligned with your numbers and ready for your CPA at year-end.
What we offer vs. other bookkeeping services
Not every bookkeeping service is built the same. Here's what you get with Cloud5 that most others don't include.
| What matters | Cloud5Our promise | Other bookkeeping services |
|---|---|---|
| QuickBooks Online expertise |
✓
Certified QBO ProAdvisorsQuickBooks Online is all we do
|
—
Often generalists across multiple platforms
|
| Dedicated bookkeeper |
✓
Same person every monthThey know your business inside out
|
—
Rotating team members or shared queues
|
| Every transaction reviewed by a human |
✓
Real bookkeeper, no shortcutsNo machine-learning categorization
|
—
Automated categorization with limited review
|
| Direct communication |
✓
Email or call your bookkeeper directlyNo ticket queues, no account managers
|
—
Chat platforms or shared message queues
|
| Team location |
✓
US and Latin AmericaEnglish-fluent, same business hours
|
—
Often offshore with communication delays
|
| Small service business specialization |
✓
Built for your scaleWe work exclusively with small service businesses
|
—
Broad market, one-size-fits-all approach
|
| Flat monthly pricing |
✓
Same price every monthPredictable and easy to budget
|
—
Tiered plans that scale up with your revenue
|
| No hidden fees |
✓
What we quote is what you payNo setup fees, no surprise add-ons
|
—
Common add-ons for setup, cleanup, and reports
|
| Cleanup and monthly bookkeeping under one roof |
✓
Same team handles bothSeamless transition from cleanup to monthly
|
—
Cleanup often billed as a separate engagement
|
| You own your data |
✓
Your QuickBooks Online accountYou keep full access, always
|
—
Sometimes locked in proprietary vendor platforms
|


