QuickBooks-focused bookkeeping
Books you can trust.
Clarity you can use.
CoBizPro delivers accurate monthly bookkeeping, responsive support, and clear financial reporting for service businesses, short-term rental owners, and small nonprofits.
Monthly plans from $399
Clear monthly pricing QuickBooks expertise One-business-day response
COBIZPRO MONTHLY CLOSEYour financial command center
MAY CLOSED13-week cash outlookUpdated today
Safe operating cash$9,780
Needs your attention3 items
- !Overdue invoices$6,250 outstanding
- ✓Tax reserve$4,500 set aside
- ✓Accounts reconciled4 of 4 complete
Professional monthly bookkeeping for active businesses
Accurate monthly booksClear financial reportingConsistent professional support
Complimentary 20-minute review
Find out what your books need—before paying for work.
We review the condition of your QuickBooks file, identify reconciliation or reporting concerns, and recommend the right next step. There is no obligation and no surprise scope.
Book my free review →Check the foundation
Reconciliations, uncategorized activity, balance-sheet issues, and owner transactions.
Get a clear recommendation
Monthly service, a fixed-price reset, or confirmation that your books are already in good order.
Know the price first
We confirm scope, timing, and fees before any paid work begins.
Who we serve
Built for owner-led service businesses.
CoBizPro is designed for growing organizations using QuickBooks Online that need dependable books, better cash visibility, and a responsive financial operations partner.
Professional Services
Consultants, coaches, HR and operations firmsRetainers, contractors, software costs, invoices and service profitability.
Discuss your business →Agencies & IT Providers
Marketing, creative, web, software and MSP businessesProject revenue, contractor spend, subscriptions, merchant deposits and overdue AR.
Discuss your business →Real Estate & STR
Agents, property services, investors and rental ownersProperty-level tracking, platform payouts, repairs, owner activity and cash visibility.
Discuss your business →Home & Field Services
Cleaning, landscaping, pool, painting and small tradesDeposits, materials, vehicles, contractor payments and job profitability.
Discuss your business →Wellness Practices
Therapists, coaches, studios and nonmedical wellness firmsBooking-platform deposits, practitioner pay, rent, memberships and merchant fees.
Discuss your business →Small Nonprofits
Churches, charities, associations and community groupsProgram tracking, donations, budgets and board-ready financial reporting.
Discuss your business →Best fit: $150K–$3M in annual revenue, QuickBooks Online, no complex inventory, and an owner who wants reliable monthly reporting—not just transaction entry.
Service levels
Support matched to
your operation.
Choose a starting point based on your monthly activity. Every level includes accurate bookkeeping, clear reporting, and knowledgeable support.
01$399 per month
Books Essentials
Accurate, tax-ready booksAccurate, reconciled monthly books with the essential reports you and your tax professional need.
Find your service level →02$699 per month
Growing
Books plus cash controlAccurate bookkeeping plus regular cash visibility for businesses managing added accounts, platforms, or reporting needs.
Find your service level →03Starting at $999 per month
Performance Advisory
Planning and insightForward-looking cash planning, management reporting, and monthly decision support for established businesses.
Find your service level →Focused financial support
Focused by design.
Better because of it.
We specialize in accurate bookkeeping, financial reporting, and cash-flow visibility. We work alongside your tax professional while keeping your books organized and decision-ready throughout the year.
Talk to a bookkeeping specialist →Accurate every month
Transaction categorization and reconciliation of connected bank and credit-card accounts.
Know your cash position
See what came in, what went out, what is coming due, and what needs attention next.
Make better decisions
Understand your profit, expense changes, and financial priorities without confusing jargon.
Verified Intuit training
Bookkeeping expertise with an advisory mindset.
CoBizPro's founder is an Intuit ProAdvisor certified in QuickBooks Level 1 and Level 2 and has earned Intuit's Client Advisory Services Foundations badge—demonstrating practical training in accurate bookkeeping, financial analysis, QuickBooks Online, client communication, and advisory workflows.
Bookkeeping Financial analysis QuickBooks Online
One specialty. Three levels.
Bookkeeping that fits your business.
Choose the level that matches your accounts, activity, and reporting needs.
Books Essentials
$399/month
For straightforward service businesses, one-property STRs, and small nonprofits that need accurate, tax-ready books.
- 1–2 financial accounts
- Up to 150 monthly transactions
- Monthly reconciliations and reports
- CPA-ready year-end books
- 1 qualifying STR property included
MOST POPULAR
Growing
$699/month
For growing businesses that need accurate books and regular visibility into cash, obligations, and performance.
- Up to 4 financial accounts
- Up to 300 monthly transactions
- Up to 2 payment-platform reconciliations
- Tracking by 1 property, program, or segment
- Twice-monthly cash snapshot
- Quarterly financial review call
Performance Advisory
Starting at
$999/month
For established businesses that need dependable books, forward-looking cash planning, and management-level insight.
- Up to 6 financial accounts
- Up to 500 monthly transactions
- Up to 2 payment platforms
- Tracking by up to 3 segments
- Detailed management reporting
- Rolling 13-week cash-flow forecast
- Monthly financial planning call
Monthly service begins with a three-month initial commitment and continues month to month afterward with 30 days’ notice to cancel.
Your price is fixed through your initial commitment; after that, it stays the same unless your scope changes, with 30 days' written notice before any adjustment.
Additional qualifying STR properties are $50/month each. Inventory, job costing, restricted grants, accounts payable/receivable, and multiple entities require a custom scope. If your business falls between packages, complete the Fit Check for a personalized recommendation.
Fixed-price cleanup
Get current before ongoing service.
Defined QuickBooks cleanup options for straightforward files. Eligibility and scope are confirmed during your free review.
Up to 150 transactions and two financial accounts.
Up to 300 transactions and three financial accounts.
Compare plans
See exactly what is included.
| Service | Essentials $399/mo | Growing $699/mo | Performance Advisory From $999/mo |
|---|---|---|---|
| Financial accounts | 1–2 | 3–4 | Up to 6 |
| Monthly transactions | Up to 150 | Up to 300 | Up to 500 |
| Bank & card reconciliations | ✓ | ✓ | ✓ |
| P&L and balance sheet | Monthly | Monthly | Monthly |
| Payment-platform reconciliation | — | Up to 2 | Up to 2 |
| Property, program or class tracking | — | 1 segment | Up to 3 |
| Cash visibility | Monthly snapshot | Twice monthly | 13-week forecast |
| Financial review call | Year-end | Quarterly | Monthly planning |
| Standard close target | By the 15th | By the 15th | By the 12th |
| Response commitment | 1 business day | 1 business day | Priority |
Flexible add-ons
Extend your back office as you grow.
Founder-led. Process-driven.
Business experience behind every engagement.
CoBizPro was founded by Rekha Khaliq, an entrepreneur who has built and operated businesses across Canada and the United States. That owner-side experience shaped a bookkeeping firm centered on dependable workflows, clear communication, and financial reporting business owners can actually use.
Documented monthly workflow Quality review before delivery Secure QuickBooks access
The right fit—for both of us
Which level fits your books?
You’re likely a fit if you…
- Run a straightforward, cash-basis organization
- Have no inventory or complex job costing
- Have about 150 or fewer monthly transactions
- Connect your financial accounts to QuickBooks
- Need monthly books—not daily financial administration
Custom review needed for…
- Historical catch-up or major cleanup
- Inventory, payroll, bill payment, or invoicing
- Sales or lodging-tax filings
- Restricted nonprofit funds or complex grants
- Multiple entities or complex reporting
How it works
Three steps to books you can trust.
Complete a quick fit check
Tell us about your organization, accounts, transaction volume, and current books.
Connect QuickBooks
We review the file, confirm the right package and price, and include setup if you are starting fresh.
Get clear monthly reports
We reconcile the books, send one question request, and deliver your monthly financials.
Common questions
Clear answers before you commit.
Pricing stays clear because the service scope and qualification rules are confirmed from the start.
Ask about your business →Which bookkeeping level is right for me?+
Books Essentials provides accurate, tax-ready monthly books. Growing adds regular cash visibility, segment tracking, and quarterly reviews. Performance Advisory adds a rolling forecast, management reporting, and monthly planning support. We confirm the right level after a brief review.
Do I have to sign a 12-month agreement?+
No. Monthly service begins with a three-month initial commitment and continues month to month afterward with 30 days’ notice to cancel. Your confirmed monthly price and service scope are documented before work begins.
Who will I work with?+
You’ll have a consistent, knowledgeable point of contact and access to a bookkeeping professional who understands your account—without being passed around an anonymous call center.
How much do catch-up and cleanup services cost?+
A One-Month QuickBooks Reset is $499 for up to 150 transactions and two financial accounts. A Three-Month QuickBooks Rescue is $750 for up to 300 transactions and three financial accounts. We confirm eligibility before work begins.
What if I own more than one short-term rental?+
One qualifying property is included. Additional properties owned by the same person or entity can be added for $50 per property, per month. Complex portfolios, direct-booking systems, lodging-tax filings, and owner statements require a separate quote.
Do I have to use QuickBooks Online?+
Yes. QuickBooks Online is our specialty and gives you and your tax professional secure access to organized, current financials. If you are new to QuickBooks, setup is included when you enroll in a qualifying monthly plan.
Do you prepare tax returns or run payroll?+
No. Bookkeeping is our specialty. We keep your records accurate and prepare a clean year-end financial package for the CPA or tax professional you choose. Payroll and tax preparation remain with specialist providers.
What is not included in the monthly fee?+
Historical catch-up, major cleanup, inventory, bill payment, invoicing, sales or lodging-tax filings, payroll, Form 990 preparation, restricted-fund or grant accounting, audit support, and complex reporting are separate services or require a custom quote.
Find your package
Get the right bookkeeping support.
Tell us what you do, where your books stand, and what financial problem you most want to solve. We’ll recommend Books Essentials, Growing, or Performance Advisory and confirm the price before work begins. You’ll have a consistent, knowledgeable point of contact who understands your account.
Check if you qualify
Answer a few quick questions for a specific package and price recommendation.
No obligation. We confirm pricing before any work begins.