OUR PHILOSOPHY
Built for Real
Small Businesses
Most accounting firms impose rigid corporate frameworks that overwhelm independent operators. At Rise Consulting Solutions, we believe your QuickBooks system should reflect the exact pulse, volume, and operational reality of your daily business: not an idealized textbook model.
Whether you manage thirty high-value vendor transactions a month or hundreds of dynamic client invoices, we calibrate our oversight to fit your actual cadence. You gain dependable ledger accuracy, clear profit visibility, and compliant reporting without paying for bloated overhead you will never use.
START HERE
QuickBooks
Foundation
A meticulous, one-time configuration designed to build a rock-solid accounting structure and ensure your business is tax-ready from day one.
ONETIME IMPLEMENTATION
$750
Complete architectural setup of your QuickBooks Online file by financial consulting specialists.
Single flat fee · No hidden charges
What Is Included in Foundation Setup
Every business account receives a comprehensive, structured implementation before any regular monthly reconciliation begins.
- Customized Chart of Accounts structured specifically for your entity type, revenue streams, and tax deductions
- Bank & Credit Card Connection establishing clean live feeds across all operational financial institutions
- Accurate Opening Balance Entry and equity ledger alignment to guarantee fiscal continuity
- Sales Tax & Invoicing Framework configured for seamless client billing and automated reporting
- Verification & Hand-off Audit ensuring all general ledger balances match real-world accounts to the penny
Please note: The $750 setup fee covers dedicated onboarding and financial architecture. Ongoing Intuit QuickBooks Online subscription fees are separate and billed directly by Intuit based on your tier.
MONTHLY BOOKKEEPING TIERS
Support Levels
That Scale
Structured engagement plans calibrated to your transaction frequency, reporting demands, and controller advisory needs.
UP TO 75 TRANSACTIONS / MO
Essential $299/mo
Foundational bookkeeping for solo operators and boutique practices demanding pristine monthly ledgers.
Up to 2 bank & credit card accounts reconciled
Monthly balance sheet & P&L generation
Chart of accounts standard optimization
Year-end tax preparation package
Standard email advisory (48-hour SLA)
MOST POPULAR • UP TO 200 TXN / MO
Growth $499/ mo
Active management for scaling enterprises with multi-channel revenue, vendor flows, and bi-weekly reconciliations.
- Up to 5 accounts with bi-weekly reconciliation
- Accounts payable & bill pay management
- Custom executive reporting & cash-runway metrics
- 1099 contractor tracking and e-filing staging
- Priority phone & dedicated Slack/messaging channel
HIGH VOLUME • CONTROLLER ADVISORY
Complete $699/ mo
Comprehensive virtual back-office controllership with weekly reconciliations, payroll sync, and dedicated advisory.
- Unlimited accounts with weekly reconciliation
- Full accounts payable & accounts receivable workflow
- Monthly cash flow forecasting & budget variance analysis
- Multi-entity consolidation & payroll ledger sync
- Direct senior accountant access with same-day SLA
Need retroactive cleanup before starting monthly service? Inquire during onboarding for historical ledger audit packages.
RECOVERY & DIAGNOSTIC SERVICES
When Books Need
Attention
Whether you are months behind on monthly reconciliations or confronting tangled multi-year accounting discrepancies, our specialists restore complete mathematical order and compliance.
FOR UNRECONCILED PERIODS
Catch-Up & Cleanup
Starting at $300 / month of backlogs
Ideal for businesses that have fallen behind on data entry, bank feed sorting, or routine month-end closes, but maintain sound underlying chart of accounts architecture.
- Full historical bank and credit card reconciliations
- Clearing uncategorized transactions and suspense accounts
- Accounts payable and receivable audit and tie-out
- Tax-ready balance sheet and P&L finalization
FOR SEVERELY CORRUPTED GENERAL LEDGERS
QuickBooks Reconstruction
Starting at $1,500 / forensic project
Engineered for organizations with deeply flawed historical data, duplicated entries, corrupted inventory, or multi-year misclassifications needing forensic rebuilding.
- Complete chart of accounts architecture redesign
- Forensic multi-year ledger review and error correction
- Unravelling intercompany transfers & owner draws
- Re-indexing historical sales tax & payroll liabilities
YEAR-ROUND ADVANTAGES
Stay Ahead of
Tax Season
Proactive bookkeeping transforms compliance from an annual fire drill into a calm, continuous financial strategy that protects margins and unlocks growth.
Current Financial Records
Always access fully reconciled ledgers and accurate statements without waiting for monthly delays or backlog.
Earlier Issue Detection
Catch duplicate subscriptions, billing discrepancies, and cash leaks immediately before they compound over quarters.
Maximized Tax Deductions
Systematically log eligible business expenses, mileage, and capital purchases as they occur rather than guessing at year-end.
Precise Cash Visibility
Gain crystal clarity into liquid capital, working runway, and upcoming liability dates to budget with total confidence.
Informed Growth Choices
Base hiring plans, marketing budgets, and equipment expansions on accurate unit economics and gross margin data.
Tax-Ready Financials
Maintain complete, reconciled records that are organized and ready for your tax preparer without last-minute back-and-forth or delays.
Lender & Investor Credibility
Deliver verified P&L reports, balance sheets, and cash flow proofs that speed up commercial financing and equity rounds.
Minimized Audit Exposure
Maintain complete audit-ready electronic documentation and reconciled accounts that shield your business against fines.
CLIENT PROFILES
Who We Help
Whether you are establishing day-one accounts or untangling years of unfiled transactions, our bookkeeping infrastructure is built to meet your business exactly where it stands.
Early-Stage Startups
Clean chart of accounts setup, software integration, and foundation balance sheets designed for seamless investor or bank due diligence.
Independent Contractors
Eliminate year-end 1099 panic. Automated expense tracking, mileage classification, and quarterly tax-ready financial summaries.
Growing Small Businesses
Monthly reconciliation, vendor tracking, and customized management reports that show cash flow trajectories and gross margins clearly.
Overdue Bookkeeping & DIY
Complete diagnostic triage and multi-month historical cleanup. We untangle errors and hand over pristine, reconciled statements.
Complimentary 30-Minute Consultation : No Obligation Required- Fill Out Inquiry Form
CLEVELAND HEADQUARTERS • VIRTUAL ACROSS ALL 50 STATES
Nationwide Reach
Grounded with local precision in Northeast Ohio and powered by secure cloud architecture, our advisory and bookkeeping solutions serve forward-thinking enterprises across the entire United States without geographic limitation.
TRANSPARENT ENGAGEMENT TERMS
Know What Is
Included
We operate with total clarity. Here is how we define service boundaries, software licensing, and scope to protect your budget and expectations.
01 / COMPLIANCE SCOPE
Tax Preparation & Filings
Monthly bookkeeping focuses on active financial maintenance and reconciliation. Annual income tax returns (1120-S, 1065, Schedule C) are billed separately or handed off as ready packages.
02 / SOFTWARE DIRECT
QuickBooks Subscriptions
QuickBooks Online subscription fees are billed directly by Intuit or routed via our preferred partner pricing. You maintain sole master admin ownership of your data at all times.
03 / PAYROLL OPERATIONS
Payroll Scope & Execution
We record journal entries, reconcile net payouts, and track payroll liabilities in full. Wage disbursement and payroll tax filings remain executed by dedicated processors like Gusto or ADP.
04 / PROJECT WORK
Additional Services
Historical cleanup of prior unrecorded periods, customized cash flow forecasting, and custom KPI modeling are clearly quoted as fixed-fee projects prior to execution.
05 / SCALING & TIERS
Volume & Complexity
Monthly retainers align with specified monthly transaction volumes and account quantities. As your enterprise scales, plan adjustments are communicated transparently in advance.
06 / DIRECT ALIGNMENT
Custom Inquiries & Scope
Need bespoke reporting, specialized e-commerce integrations, or multi-entity setup? Every custom requirement is reviewed and mapped out clearly during your discovery session.
TRANSPARENCY & CLARITY
Questions,
Answered
Clear expectations, rigorous standards, and total financial visibility from day one.
How does virtual bookkeeping work securely with my existing team?
We integrate directly with your Quickbooks accounting platform. Your confidential financial data remains encrypted under bank-grade protocols, and we exchange documentation through a private client portal.
What if our books are several months or years behind?
Our cleanup specialists execute a structured diagnostic review to identify omissions, un-reconciled accounts, and miscategorized transactions. We systematically restore every ledger balance until your historical books are pristine and tax-ready.
What specific reporting deliverables are provided in the monthly plans?
Every month you receive an executive reporting package: an updated Balance Sheet, detailed Profit & Loss Statement, Cash Flow Statement, and customized KPI trend commentary to help you understand your margins and runway.
Do I have a dedicated bookkeeper or a rotating support queue?
You are paired with a dedicated senior accounting specialist who learns the nuances of your business model, handles all monthly reconciliations, and serves as your consistent direct point of contact.
How quickly can we complete onboarding and begin service?
Most client onboardings are completed within 3 to 5 business days. Once access is authorized, our team audits the current chart of accounts, aligns reporting schedules, and immediately takes over routine reconciliation.
Have a Unique Situation?
Whether you are catching up on several prior tax years or need specialized multi-entity reporting, our advisory team will review your books directly.
READY TO GET ORGANIZED?
Better Books
Start Here
Clean, accurate bookkeeping built for clarity, compliance, and sustainable growth.
Professional tax preparation, bookkeeping, business support, tax planning, and tax professional training for individuals and growing businesses.
CERTIFICATIONS & CREDENTIALS
MBE Certified
WBE Certified
AFSP – Record of Completion
Disclaimer: Rise Consulting Solutions LLC provides tax preparation, bookkeeping, business support, tax planning, and professional training services. Information provided on this website is for general informational purposes and does not constitute legal advice or create a professional engagement. Client services are governed by the applicable engagement agreement. IRS resources linked on this website are external government resources, and Rise Consulting Solutions LLC is not affiliated with or endorsed by the Internal Revenue Service.
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