Bookkeeping + Accounting
Monthly bookkeeping and accounting for small businesses and nonprofits. Your books stay accurate, organized and tax-ready, so you always know where you stand.
Best for: Service providers & service businesses · Entrepreneurs & solopreneurs · Nonprofit organizations · Businesses and nonprofits who have outgrown or don't want to do their own bookkeeping
What's included
You're not locked into proprietary bookkeeping software - industry-standard Quickbooks Online is yours to keep.
Your bookkeeper will be a Quickbooks ProAdvisor - an expert in everything Quickbooks!
Bookkeeping transactions and reconciliations of your accounts are completed on a quarterly or monthly basis.
Comprehensive (and interactive!) financial reporting on a quarterly or monthly basis.
Your financial reports are guaranteed to be available by the same date - every month or quarter.*
Interactive financial dashboards, complete with any Key Performance Indicators (KPIs) that your business uses.
Your bookkeeper is always available to you via chat in our secure portal.
See everything included (4 more)
An easy onboarding process, then Portside reviews the bookkeeping you've already completed so far this year.
Portside will assist with issuing 1099-NEC and 1099-MISC forms and gathering W-9 vendor forms.
Your books will be closed well in advance of tax filings for your business. (Portside handles tax filings too!)
If you don't have a business bank account set up yet, Portside can get you started with one!
How it works
A short online intake form about your organization's bookkeeping needs.
No-obligation interactive proposal customized to your accounting needs.
Let Portside begin removing bookkeeping from your plate!
Your organization gets detailed, interactive financial reports from Portside.
Portside ensures your books are finalized, closed, cleaned up, and ready for tax reporting.
Common questions about this service
What size of business is this bookkeeping service designed for?
It is designed for businesses and nonprofits with less than $10M in annual revenue.
Is bookkeeping sold standalone or only bundled with tax prep?
You can start with bookkeeping on its own through our bookkeeping intake form. Many clients also pair it with Business Tax Filings and Payroll Services for full back-office support.
How often will my books be reconciled and reported?
It depends on the package you select. Lower-priced packages have a lighter cadence, and higher-priced packages have a more frequent one.
What type of businesses does Portside work with?
Portside works exclusively with service-based businesses, entrepreneurs, and nonprofit organizations. This may include (but is not limited to) medical providers, restaurants, online creators, influencers, entrepreneurs in the service industry, janitorial providers, and other professional service providers.
For bookkeeping/accounting services only, we do not work with businesses whose main purpose is to sell products.
Does Portside handle sales tax filings?
Yes! We can handle filing sales and use tax returns for your business, no matter how many states you do business in!
Ready to learn more & get started?
Share a few details and Portside will take it from there.
Tell Portside more about your bookkeeping needsOften paired with
More about this service
What is included
Ongoing QuickBooks-based bookkeeping, delivered by a QuickBooks ProAdvisor. How often your books are reconciled and reported depends on the package you choose: lower-priced packages have a lighter cadence, and higher-priced packages have a more frequent one.
Who this is not for
This service is designed for businesses and nonprofits with less than $10M in annual revenue. Portside does not work with businesses or organizations exceeding $10M in annual revenue or businesses whose main purpose is to sell products.
Related Portside guides
- Why Reliable Bookkeeping Matters
- Why QuickBooks Online Is Right for Your Business
- Why Your LLC Needs a Separate Business Bank Account
- How to Streamline Your Small Business Finances
Service resources
*While Portside makes every effort to deliver your financial reports on the same date each month or quarter, we cannot be responsible for delays caused by factors outside our control. This includes bank statements that your bank does not issue on time, as well as information we are waiting on you to provide.