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Practice Utilities

Bookkeeping Tools

Interactive calculators, procedural closing checklists, and industry templates built for accounting firms and business owners managing QuickBooks Online.

Available tools

Interactive Estimator

Bookkeeping Pricing & Cleanup Calculator

Calculate exact monthly bookkeeping and QuickBooks cleanup costs. Adjust transaction volume, account counts, and backlog months to see instant transparent pricing tiers.

  • ✓ Instant monthly tier quote
  • ✓ Cleanup & catch-up estimates
  • ✓ Turnaround timeline calculator
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Closing Workflow

Interactive Month-End Close Checklist

A complete, phased month-end closing workflow for QuickBooks Online. Track progress with saved browser checkmarks, print to PDF, and diagnose reconciliation discrepancies.

  • ✓ Saved state in localStorage
  • ✓ 5-phase closing procedure
  • ✓ Deep links to QBO fixes
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Industry Templates

Chart of Accounts Programmatic Explorer

Industry-specific chart of accounts directories and 1-click QuickBooks Online importable CSV templates for construction, restaurants, law firms, and real estate.

  • ✓ Numbered account tables
  • ✓ 1-click QBO CSV download
  • ✓ Industry gotchas & gotcha accounts
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