WELL & TRUE BOOKKEEPING LLC
CLEAR BOOKS. HONEST SUPPORT.
Dependable QuickBooks Online bookkeeping for small-business owners who want organized records, straightforward monthly reports, and one consistent person they can trust.
QuickBooks Online, Desktop, Enterprise & Payroll Certified | Intuit Bookkeeping Certified
PRIVACY POLICY
© 2026 Well & True Bookkeeping LLC. All rights reserved.
Clear, Dependable Monthly Bookkeeping
Running your business already takes enough of your time. Well & True Bookkeeping LLC provides organized, dependable QuickBooks Online bookkeeping so you can spend less time worrying about your records and more time running your business.
Monthly Bookkeeping Includes
• Review and categorization of business transactions
• Reconciliation of the bank and credit-card accounts included in your package
• A basic month-end close
Straightforward monthly financial statements
• A helpful monthly email summary
• Direct email support for bookkeeping questions within the agreed scopeYour exact services and responsibilities will always be confirmed in writing before work begins.
Additional Services
New-Client Setup and Review
An initial QuickBooks Online review and onboarding setup for clients who need help getting ready for monthly bookkeeping.Catch-Up or Cleanup Bookkeeping
Help organizing books that have fallen behind or need corrections before regular monthly bookkeeping can begin.QuickBooks Online Setup
Basic setup for businesses beginning with QuickBooks Online. The exact scope and price are provided before work begins.Additional Bookkeeping Work
Work outside a monthly package is quoted separately and completed only after written approval.
Who I Serve
Well & True Bookkeeping LLC is best suited for owner-operated and small service-based businesses that:• Generally have one to five employees
• Have up to 300 monthly transactions
• Have up to six financial accounts
• Use or are willing to use QuickBooks Online
• Value timely communication and organized recordsThe service may not be the right fit for businesses requiring complicated inventory, job costing, trust accounting, fund accounting, or other highly specialized accounting systems.
Services Not Provided
Well & True Bookkeeping LLC does not provide:• Tax preparation or tax advice
• Legal advice
• Audit or assurance services
• Payroll services
• Sales-tax filing
• Investment or financial-advisory services
• Bill payment
• Movement or custody of client funds
How It Works
1. Request a Free Consultation
Complete the contact form with general information about your business and bookkeeping needs.2. Confirm the Fit
We will discuss your current bookkeeping situation, monthly activity, software, and the service you may need.3. Approve the Scope
You will receive a clear written scope, price, and responsibilities before making a commitment.4. Complete Secure Onboarding
Work begins after the agreement, payment, and approved access are in place. Passwords should never be sent by email or through the website.5. Receive Consistent Monthly Support
Your bookkeeping is completed according to the agreed schedule, followed by straightforward reports and a monthly summary.
Straightforward Bookkeeping Packages
Starter Monthly Bookkeeping
$275 per monthFor very small businesses with:• Up to 100 monthly transactions
• Up to two bank or credit-card accountsIncludes the monthly bookkeeping services listed on the Services page.
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Standard Monthly Bookkeeping
$425 per monthFor growing businesses with:• Up to 200 monthly transactions
• Up to four bank or credit-card accountsIncludes the monthly bookkeeping services listed on the Services page.
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Established Monthly Bookkeeping
$575 per monthFor established small businesses with:• Up to 300 monthly transactions
• Up to six bank or credit-card accountsIncludes the monthly bookkeeping services listed on the Services page.
New-Client Setup and Review
$200 one timeAvailable when a new client needs an initial QuickBooks Online file review and onboarding setup.
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Catch-Up or Cleanup Bookkeeping
Starting at $500A fixed quote is provided after reviewing the condition, volume, and complexity of the books. Work begins only after the quote is approved.
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QuickBooks Online Setup
Quoted separately based on the work required.
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Additional Work
Any service outside the written monthly scope is quoted separately and completed only after written approval.
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Important Pricing Information
Final pricing depends on transaction volume, number of accounts, condition of the books, and overall complexity.Monthly fees are due at the beginning of the service month. ACH is the preferred payment method. Work begins after the written scope, signed agreement, payment, and approved access are in place. Cleanup projects may require a deposit.
Certifications and Education
Intuit Bookkeeping Certification
Intuit Enterprise Suite Certification
Intuit QuickBooks Certification Level 1
Intuit QuickBooks Certification Level 2
QuickBooks Desktop Certification
QuickBooks Desktop Enterprise Certification
QuickBooks Online Payroll Certification
Client Advisory Services Foundations
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My Mission
To provide accurate, organized, and dependable bookkeeping support while communicating honestly about what clients need, what is included, and what falls outside my professional scope.
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What You Can Expect
One consistent person to contact
Friendly and straightforward communication
An organized, repeatable bookkeeping process
Clear written expectations
Respect for your time and business information
Honest professional boundaries
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Well & True Bookkeeping LLC is not a CPA firm and does not provide tax, legal, audit, assurance, investment, or financial-advisory services.
Sarah Taylor
Owner, primary bookkeeper, and client contact at Well & True Bookkeeping LLC.I created Well & True Bookkeeping to provide small-business owners with dependable support, organized records, and straightforward communication. My goal is to make bookkeeping feel clearer and more manageable without unnecessary complexity or confusing language.
Frequently Asked Questions
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What kinds of businesses do you work with?
I primarily work with owner-operated and small service-based businesses. The best fit is generally a business with one to five employees, up to 300 monthly transactions, and no highly specialized accounting requirements.
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Do you work with businesses outside Charlotte?
Yes. I serve businesses in the Charlotte area and suitable remote clients across the United States.
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Do I need to use QuickBooks Online?
Yes. My bookkeeping services are designed for businesses that already use or are willing to use QuickBooks Online.
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What is included in monthly bookkeeping?
Monthly bookkeeping includes transaction review and categorization, reconciliation of the accounts included in your package, a basic month-end close, monthly financial statements, an email summary, and support for bookkeeping questions within the agreed scope.
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Does submitting the contact form make me a client?
No. Submitting an inquiry does not create a client relationship. Services begin only after both parties approve and sign a written agreement.
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What if my books are behind?
Catch-up and cleanup bookkeeping is available. I will first review the condition and volume of the books, then provide a fixed quote for your approval.
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Do you prepare taxes?
No. I do not prepare tax returns or provide tax advice. With your permission, I can provide your tax professional with requested bookkeeping reports and records.
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Do you provide payroll or file sales-tax returns?
No. Payroll services and sales-tax filing are outside my service scope.
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Are you a CPA?
No. I hold QuickBooks Online Level 1 and Level 2 certifications and the Intuit Bookkeeping Certification, but I am not a CPA.
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Will you pay bills or move money for my business?
No. I do not pay bills, transfer money, sign checks, or take custody of client funds.
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How does the process begin?
It begins with a free consultation. If the service is a good fit, you will receive a written scope, price, responsibilities, and next steps before making a commitment.
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Should I send my QuickBooks password?
No. Please never email or submit passwords through this website. QuickBooks access should be provided through a secure user invitation during onboarding.
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How will I share documents?
The approved method for securely sharing bookkeeping information will be explained during onboarding. Please do not use the contact form to send financial documents or highly sensitive information.
Let’s Talk About Your Bookkeeping
If you are looking for dependable QuickBooks Online bookkeeping and straightforward personal support, I would be happy to learn more about your business.Complete the form below with general information about your bookkeeping needs. I will review your message and respond using the contact information you provide.Please include your type of business, current bookkeeping software, approximate monthly transaction volume, how current your books are, and the service you are interested in.
Please do not submit passwords, Social Security numbers, complete account numbers, tax returns, identification documents, or other highly sensitive information. Submitting this form does not create a client relationship.