QuickBooks Setup & Management NYC & NJ | OnPoint Business Tax & Accounting
QuickBooks Setup & Management
Your Books, Managed by Our Team.
We set up, maintain, and manage your QuickBooks file so your accounting is always accurate, current, and ready for tax season.
Most business owners don't have time to maintain clean books — and messy books cost you money at tax time. OnPoint Business Tax & Accounting takes over your QuickBooks file completely: initial setup, ongoing monthly bookkeeping, reconciliations, and year-end close. You focus on running your business; we keep your financials in order.
What's Included
A complete service — not just a transaction.
Full QuickBooks Setup
We configure your chart of accounts, connect bank and credit card feeds, set up vendors and customers, and tailor QuickBooks to your specific business type.
Monthly Bookkeeping
Every month we categorize transactions, reconcile all accounts, and deliver clean, accurate financials — so you always know where your business stands.
Bank & Credit Card Reconciliation
We reconcile every account monthly to catch errors, duplicate charges, and discrepancies before they become bigger problems.
Financial Reporting
Monthly profit & loss statements, balance sheets, and cash flow reports — formatted so you can actually understand and use them.
Year-End Close & Tax Prep
We close your books at year-end and hand off clean, organized financials directly to your tax preparer — which is also us, so nothing falls through the cracks.
Ongoing Support
Questions about a transaction? Need a custom report? Your dedicated bookkeeper is available year-round — not just at tax time.
Flat-Fee Pricing — No Surprises
You know exactly what you'll pay before we start. No hourly billing, no hidden charges, no scope creep.
100% In-House — Never Outsourced
Every return, every filing, every call is handled by our own licensed team. Your work never leaves our office.
Everything We Handle for You
OnPoint Business Tax & Accounting delivers a complete, end-to-end service — no hand-offs, no surprises.
- QuickBooks Online setup and configuration
- Chart of accounts tailored to your industry
- Bank and credit card feed connections
- Monthly transaction categorization
- Monthly account reconciliations
- Accounts payable and receivable tracking
- Monthly P&L, balance sheet, and cash flow reports
- Year-end close and tax-ready financials
- Catch-up bookkeeping for prior periods
- Dedicated bookkeeper with year-round access
Why OnPoint?
NYC & NJ's Trusted Business Tax Experts
- Circle of Excellence 2025 Award Recipient
- 5-star rated on Google Reviews
- Serving NYC & NJ businesses for over a decade
- Flat-fee pricing — you know the cost upfront, always
- 100% in-house — your work is never outsourced or offshored
- Bilingual staff — English & Spanish
- In-person, virtual, and drop-off options
Ready for Clean Books You Can Count On?
Get a flat-fee quote for QuickBooks setup and monthly management. No hourly billing, no surprises.