Managed Quickbooks Subscription
Implementation Cost:
$0.00
Monthly Software Subscription Fee:
$25.00 - $235.00
Monthly Service Fee:
$0.00
Service Term:
No Service Term
Professional Setup. Ongoing Access. Support When You Need It.
Managing your QuickBooks Online account doesn’t stop at setup—it requires regular maintenance, occasional updates, and sometimes, a little guidance. Our Managed QuickBooks Subscription is designed for business owners who want to ensure their accounting software is professionally maintained while retaining the flexibility to handle day-to-day bookkeeping on their own.
With this service, 614 Associates takes responsibility for managing your QuickBooks Online subscription, ensuring that it remains active, appropriately configured, and aligned with your evolving business needs. We’ll oversee your account from the back end to make sure your software stays up to date and runs smoothly.
Most importantly, this service gives you priority access to our team of certified QuickBooks ProAdvisors. While ongoing support is not included in the subscription fee, you’ll have the peace of mind knowing that if questions, issues, or new needs arise, we’re available to assist—at a preferred client rate.
What’s Included:
Active management of your QuickBooks Online subscription
Ongoing monitoring to ensure software updates and settings stay current
Annual review of subscription level and features for alignment with business needs
Ability to call on our team for expert assistance at discounted hourly rates
What It’s Not:
This is not a full-service bookkeeping or support package
Regular transaction entry, reporting, or troubleshooting are not included
Hands-on support is available only upon request and billed separately
Stay in control of your books—with a safety net.
Whether you’re confident managing your financials or just not ready for full-service bookkeeping, the Managed QuickBooks Subscription provides structure, continuity, and reliable access to expert help whenever you need it.
Who Is This Service Tailored For?
This service is good for business owners who want the confidence of knowing their QuickBooks subscription is set up and maintained correctly, with the added benefit of having a trusted expert available when needed. It’s ideal for those who prefer to manage their day-to-day bookkeeping independently but want easy access to professional support when questions or issues arise—without committing to a full-service plan.
What Is NOT Included?
While the Managed QuickBooks Subscription ensures your software is maintained and monitored by professionals, it does not include ongoing bookkeeping or hands-on support. Specifically, this service does not include:
Monthly Bookkeeping Services
(No categorization of transactions, reconciliations, or preparation of monthly reports)Payroll Setup or Processing
(No configuration, management, or running of payroll through QuickBooks)Sales Tax Calculation or Filing
(No monitoring, preparation, or submission of sales tax reports or payments)Invoicing or Bill Pay Management
(No entry, tracking, or processing of customer invoices or vendor bills)Bank Feed Reconnection or Troubleshooting
(No direct intervention to resolve bank feed issues unless requested and billed separately)QuickBooks Training or User Education
(No one-on-one coaching or walkthroughs of the software)Third-Party Software Integrations
(No configuration or troubleshooting of apps or systems integrated with QuickBooks)Catch-Up or Clean-Up of Financial Records
(No entry, correction, or organization of historical or mismanaged data)Tax Preparation or Filing
(No year-end tax work or coordination with tax professionals)
If any of these services are needed, we’d be happy to provide a custom quote or direct you to one of our full-service packages for more comprehensive support.
Important Disclaimers
QuickBooks Subscription Included, Not Support
Your QuickBooks Online subscription is included in the cost of this service. However, this does not include hands-on support, troubleshooting, or financial management services, which are available at an additional fee.No Ongoing Support Included
This subscription does not include ongoing bookkeeping, troubleshooting, or hands-on QuickBooks support. Any assistance requested will be provided at an additional hourly or flat service rate.Support Upon Request Only
Our team is available for support on an as-needed basis, and clients must reach out to initiate service. We do not monitor accounts for issues unless specifically contracted to do so.Limited Scope of Management
The Managed QuickBooks Subscription includes oversight of the subscription account, but does not extend to data entry, transaction management, or internal financial processes.Client Responsibility for Data Integrity
Clients are responsible for maintaining accurate records within QuickBooks. We do not review or verify ongoing transaction entries unless contracted for additional services.No Tax or Legal Advice Provided
This service does not include tax preparation, tax filing, legal consulting, or compliance advice. Clients should consult a CPA or attorney for those services.Third-Party App Support Not Included
We do not offer troubleshooting or configuration for third-party apps integrated with QuickBooks unless arranged through a separate agreement.Availability Subject to Scheduling
While we strive to respond promptly, support services are scheduled based on availability and are not guaranteed to be immediate or on-demand.Changes in Subscription Plans
We will review your subscription annually and may recommend upgrades or downgrades. However, any changes must be approved by the client, and related costs are the client’s responsibility if they extend beyond the plan included.Ethical Use of Software
We will not assist in altering records for the purpose of misleading stakeholders or evading tax obligations. All support is provided in accordance with industry ethics and legal standards.
Our Ethical Commitment
At 614 Associates, we hold ourselves to the highest standards of integrity, accuracy, and transparency in all the services we provide. As bookkeeping professionals, we are obligated—and proud—to operate in full compliance with all applicable financial reporting standards, tax regulations, and ethical guidelines.
We are committed to the following principles:
Accuracy and Honesty: We report all financial transactions as they are presented and do not manipulate data to misrepresent the financial condition of any business.
Compliance over Evasion: We do not and will not engage in, support, or advise on any form of tax evasion or illegal avoidance strategies. Our role is to ensure accurate financial records—not to reduce tax liability through unethical or unlawful means.
Client Accountability: While we provide tools and services to support accurate recordkeeping, the ultimate responsibility for the accuracy and legality of all financial records and tax filings remains with the client.
Confidentiality and Trust: We treat all client information with the utmost confidentiality and professionalism, adhering strictly to privacy and data security policies.
By working with 614 Associates, you are partnering with a team that values lawful compliance, responsible reporting, and ethical service delivery above all else.
Interested In Our Services?
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