Track.
Organize.
Report.
Grow.
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Clean Books. Clear Insight. Confident Decisions.
Whether you’re a small business owner, nonprofit director, or association leader, keeping accurate financial records isn’t optional — it’s essential. At 614 Associates, we provide straightforward, professional bookkeeping services that take the burden off your plate and give you the clarity you need to move forward.
We specialize in QuickBooks Online and offer customized support that fits your operations and your budget — so you get what you need without paying for what you don’t.
Built on QuickBooks Online
We work exclusively with QuickBooks Online — the industry-leading cloud-based bookkeeping software trusted by millions of small businesses and nonprofits.
This means:
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You can access your financials securely from anywhere, anytime.
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We can collaborate in real-time without messy file transfers.
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Your records are always backed up, structured, and audit-friendly.
If you’re already on QuickBooks, we’ll hit the ground running. If not, we’ll help you get set up the right way.
Your Data. Your Access. Always.
At 614 Associates, we believe your data is exactly that—yours. We’re here to provide expert services using your financial information, not to control it.
Unlike some accounting firms that limit access or keep your data locked within their internal systems, we take a different approach. Every client we serve is set up with their own QuickBooks Online subscription. That means:
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Your data lives in your account, not ours
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You have full, on-demand access—whether you're actively working with us or not
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You can view, manage, or even take over your own bookkeeping at any time
Whether you want to be hands-on with your finances or simply check in when needed, you’re always in control. We believe client relationships should be built on trust, transparency, and results—not on gatekeeping data or making it hard to transition.
You stay with us because of our expertise, service, and value—not because you're locked in.
Bookkeeping Services
Managed QuickBooks Online Subscription
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:
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Active management of your QuickBooks Online subscription
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Ongoing monitoring to ensure software updates and settings stay current
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Annual review of subscription level and features for alignment with business needs
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Ability to call on our team for expert assistance at discounted hourly rates
What It’s Not:
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This is not a full-service bookkeeping or support package
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Regular transaction entry, reporting, or troubleshooting are not included
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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.
Package Details
Implementation Fee: $0.00
Monthly Subscription Fee: $25.00+
Monthly Service Fee: $0.00
Per Hour Work Rate: $125.00
Bookkeeping Set-Up
At 614 Associates, we understand that getting your financial systems in order is one of the most critical steps for a successful business. Whether you're launching a new venture or need to bring structure to an existing business without a reliable bookkeeping system, our Bookkeeping Set-Up service is designed to provide a smooth, smart, and scalable foundation for your financial operations.
What We Do
1. Discovery & Business Analysis We begin with a deep-dive consultation to understand your business model, industry, operational workflow, revenue streams, and financial goals. This step ensures that we fully grasp how your business operates day-to-day so we can tailor your bookkeeping system accordingly.
2. Product Recommendation & Setup Based on your needs, we’ll recommend the most appropriate Intuit QuickBooks Online product—whether it's Simple Start, Essentials, Plus, or Advanced. We’ll walk you through the features and ensure the selection aligns with both your current needs and long-term growth.
3. Custom Configuration We don’t believe in cookie-cutter setups. Once the right QuickBooks Online plan is chosen, we’ll fully customize the platform to reflect your business’s structure. This includes:
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Creating a customized chart of accounts
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Setting up bank feeds and payment processing integrations
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Establishing income and expense categories
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Configuring customer and vendor profiles
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Applying sales tax and payroll settings (as applicable)
4. Workflow Design & Best Practices We’ll build out workflows that support smooth bookkeeping processes—like how to handle invoices, receipts, payments, and reconciliation—based on industry best practices and your preferred method of record-keeping.
5. Walkthrough & Orientation Before we turn the system over to you, we’ll provide a guided walkthrough so you’re comfortable navigating QuickBooks Online. We’ll explain where to find reports, how to track transactions, and how to keep your records updated moving forward.
6. Support & Next Steps After setup, we’ll provide you with a custom checklist and workflow guide to maintain your system confidently. If desired, you can explore our ongoing bookkeeping and payroll services for continued support.
Let’s Build a Strong Financial Foundation Together. Our Bookkeeping Set-Up service is more than just software installation—it’s a strategic, customized onboarding experience that empowers you to manage your finances with accuracy, efficiency, and confidence.
Package Details
Implementation Fee: $800.00
(Includes 1st Month of Software Subscription)
Monthly Subscription Fee: $25.00+
Monthly Service Fee: $0.00
Per Hour Work Rate: $125.00
Full-Service Monthly Bookkeeping Services
Streamline your finances. Focus on what you do best.
At 614 Associates, our Full-Service Monthly Bookkeeping is designed to take the weight of day-to-day financial management off your shoulders. We provide accurate, dependable, and fully managed bookkeeping solutions tailored to your business—so you can spend less time in the books and more time growing your company.
What’s Included:
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Transaction Categorization: Each month, we record and categorize all income and expense transactions to ensure your books stay organized, up-to-date, and aligned with best accounting practices.
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Bank & Credit Card Reconciliation: We match your bank and credit card statements with your financial records to detect discrepancies, confirm accuracy, and maintain clean, audit-ready books.
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Monthly Financial Reports: Receive clear, easy-to-read financial statements—including Profit & Loss, Balance Sheet, and Cash Flow reports—to give you full visibility into your business’s performance.
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Ongoing QuickBooks Support: As certified QuickBooks ProAdvisors, we provide continuous support to address questions, troubleshoot issues, and ensure your bookkeeping system runs smoothly.
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Communication & Check-ins: We offer regular communication (monthly or as needed) to keep you in the loop, review reports, and discuss anything that may impact your financial records or future planning.
Why It Matters:
Accurate bookkeeping is the foundation of smart business decisions. With 614 Associates managing your monthly books, you'll have:
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A real-time understanding of your financial position
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Confidence at tax time with clean, compliant records
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The ability to identify trends, reduce expenses, and improve profitability
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More time to focus on your operations, team, and clients
Our Full-Service Monthly Bookkeeping is more than just data entry—it’s peace of mind. Whether you're a startup, nonprofit, or growing enterprise, we’ll tailor our services to meet your needs and scale with your success.
Package Details
Implementation Fee: $800.00
(Includes 1st Month of Software Subscription)
Monthly Subscription Fee: $25.00+
Monthly Service Fee: $249.00+
Service Term: 12 Months
Historical Bookkeeping Clean-Up
Catch Up. Clean Up. Move Forward with Confidence.
Falling behind on your bookkeeping can happen—and when it does, it can feel overwhelming. That’s where 614 Associates comes in. Our Historical Bookkeeping Clean-Up service is designed to help business owners regain control by reviewing, correcting, and updating months—or even years—of financial records to ensure they are accurate, organized, and compliant.
Whether you're preparing for tax filing, seeking funding, undergoing an audit, or simply need a clear picture of your business’s financial health, we’re here to help you get back on track.
What This Service Includes:
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In-Depth Financial Review: We begin by assessing the current state of your books, identifying missing, duplicated, or miscategorized transactions, and outlining the scope of the cleanup.
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Bank & Credit Card Reconciliations: We reconcile historical bank and credit card accounts to ensure every transaction is accounted for and properly aligned with your statements.
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Transaction Categorization & Corrections: We categorize and reclassify income and expenses according to accounting best practices and your business’s unique structure.
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Catch-Up Bookkeeping: Whether you’re behind by a few months or multiple years, we input and organize all past transactions using your QuickBooks Online system or another approved platform.
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Financial Reporting: Once your books are up to date, we provide complete, accurate financial statements—including a Profit & Loss Statement and Balance Sheet—to give you clarity and confidence moving forward.
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Optional Recommendations: After the clean-up, we’ll offer insight into potential improvements, gaps in processes, or next steps—like transitioning into monthly bookkeeping services or preparing for tax season.
Why It Matters: Inaccurate or outdated financial records can lead to missed deductions, cash flow issues, failed audits, and a lack of clarity in your business decisions. With our Historical Bookkeeping Clean-Up service, you’ll not only regain control of your finances—you’ll be empowered to make smarter, data-driven decisions moving forward.
Let us clean up the past, so you can focus on building the future. Ready to get your books back on track? Let’s talk.
Package Details
Our Historical Clean-Up Services are estimated based on your unique situation including whether or not you currently have an Account Software implemented, how many months we will need to complete, and the timeframe in which we are working within due to any timelines. Please inquire today for a cost!
Certifications To Support Your Business
At 614 Associates, we are proud to partner with Intuit QuickBooks, the global leader in accounting, payroll, and tax filing solutions. This partnership allows us to offer you trusted, top-tier services backed by industry-leading technology.
As a Certified QuickBooks ProAdvisor firm, our team has completed rigorous training and earned certifications that reflect our expertise and commitment to excellence. Whether you're just getting started or looking to streamline your current processes, we ensure you're matched with the right QuickBooks products and receive accurate, dependable support every step of the way.
With 614 Associates managing your bookkeeping and payroll needs, you can focus on growing your business—confident that your financials are in expert hands and that you always have a clear view of where your business stands.
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Industries That We Serve
Below are some examples of some industries that we can serve! Don't see your industry? Don't worry - we're still here to help you take control of your business finances!
Foodservice
With our Managing Partner rooted in the foodservice industry, we know firsthand just how demanding this business can be. From navigating razor-thin margins and chronic staffing challenges to the nonstop pace of operations, keeping your books in order often feels like an afterthought—yet it’s one of the most critical tools for long-term success.
At 614 Associates, we offer solutions tailored to the unique pressures of food and hospitality businesses. Whether you want to take control of your own bookkeeping with a system built for your operation, or you'd prefer to hand it off entirely, we're here to support you. Our goal is to give you the tools—and the time—to focus on strategy, growth, and running your business with confidence.
Legal/ Professional Services
If you work in the legal or professional services sector, your time is your revenue. Every hour spent managing your books is time you could be billing clients, building your practice, or focusing on strategic growth. At 614 Associates, we help professionals like you reclaim that time by taking the burden of bookkeeping off your plate.
Whether you need help setting up your financial systems or want full-service monthly management, we tailor our support to fit your needs. Let us take care of the numbers—so you can focus on delivering results and maximizing your potential.
Medical/ Healthcare
Whether you operate a medical practice, dental clinic, chiropractic office, or offer medical spa services, your passion lies in delivering exceptional care to your patients and clients. At 614 Associates, our passion is supporting professionals like you by managing the essential—but time-consuming—administrative and financial tasks that keep your practice running smoothly.
From selecting and provisioning the right software to managing your books with accuracy and discretion, we handle the numbers so you don’t have to. Let us take care of the back office, so you can focus on what you do best: caring for your patients.
Non-Profit & Religious Organizations
Unless you're one of the few with full-time staff, your nonprofit likely relies on dedicated volunteers who are juggling their own jobs, families, and responsibilities while doing their best to support your cause. But even with limited resources, your organization still carries a serious responsibility: to be a good steward of donor funds and to remain transparent, compliant, and financially sound.
At 614 Associates, we help nonprofits like yours maintain clear, accurate financial records—so you always know where your money is going and can confidently meet donor expectations and regulatory requirements. Let us support your back office, so you can focus more on your mission and less on your books.
Service Businesses
If you’re in a service-based business—whether you're an HVAC technician, IT support provider, equipment repair specialist, or anything in between—you’re probably on the road more than you're in the office. With a packed schedule of service calls and customer needs, it's easy to let bookkeeping fall to the bottom of your to-do list.
At 614 Associates, we understand that your time is money—literally. Every hour spent managing your books is an hour not spent serving clients or booking your next job. That’s why we offer flexible solutions tailored for service pros like you. Whether you want to manage your books on the go with a streamlined setup, or prefer to hand it off entirely, we’ll make sure your finances are handled quickly, accurately, and efficiently.
So you can stay focused on what you do best—keeping your business moving and the revenue coming in.
Small Business & Start-Ups
If you’re starting or running a small business, chances are you’re wearing more hats than you ever imagined—managing day-to-day operations, navigating ups and downs, handling staffing challenges, and more. With so much on your plate, bookkeeping often falls to the bottom of the list… but it should be at the top.
At 614 Associates, we help you take control of your finances—whether by setting up a system tailored to your business or managing your books month after month. Accurate, timely bookkeeping gives you a clear picture of where your business stands, helping you make smarter decisions and plan for growth.
So go ahead—hand off the bookkeeping hat. We’ll wear it well.
Informational Websites
An Informational Website is exactly what it sounds like—a site designed to share key information about your products, services, or organization with current and potential customers. But make no mistake: “informational” doesn’t mean boring or barebones.
This type of website is ideal for:
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Legal & Professional Services
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Non-Profit Organizations
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Consultants & Agencies
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Retail Businesses without E-Commerce
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And virtually any business type outside of foodservice or full-scale online selling.
Our Informational Website Package follows our proven website development process, and while it’s labeled “informational,” your site will still be:
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Feature-rich
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Client-focused
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Strategically designed to engage, inform, and convert visitors
Best of all, it’s built to work for you 24/7/365, helping you connect with your audience anytime, anywhere.
Package Details
This package includes the discovery consultation of your business and website to determine your goals and aspirations, up to a ten-page website with basic tools and features to be added on, and training of you or your team on how to operate and/or maintain the website.
Platform Subscription (Per Year): $204+
Website Design Cost: $1,500 ($125 Per Month X 12 Months)
Each Additional Page (Over 10): $125.00
Each Additional Work Hour (Training, Other Work): $125.00
Ready To Start?
Ready to start with our services or want to learn more? Fill out the form below and we will be in touch soon!