US Remote Bookkeeping & Advisory

Your books,
finally
under control.

OEB Financial helps small business owners get clear, accurate, and stress-free financials — so you can focus on running your business, not chasing receipts.

Book free discovery call View services

What you get

100%

Remote. Flexible. US-focused bookkeeping from a certified QuickBooks ProAdvisor.

Intuit Certified Bookkeeper
QuickBooks ProAdvisor
Client Advisory Services Graduate
AI for Accounting Certified
QuickBooks discounts for clients
Intuit Certified QuickBooks ProAdvisor 100% Remote US Small Business Focused QB Discounts for Clients

The process

Simple, clear,
no surprises.

01
Book a discovery call
A free 20-minute call to understand your business, your books, and what you actually need.
02
Receive your proposal
You get a clear, itemized proposal with exact pricing — no vague estimates, no hidden fees.
03
Onboarding & setup
We set up or clean up your QuickBooks, connect your accounts, and establish your monthly workflow.
04
Monthly peace of mind
Your books are reconciled and your reports are ready every month — with any questions answered within 24 hours by email.

Services & pricing

Transparent pricing.
No surprises.

Rates based on your transaction volume and business complexity. Final pricing confirmed after your discovery call.

from $300/mo
Starter
  • 1 bank or credit card account
  • Up to 75 transactions/month
  • Monthly reconciliation
  • Profit & Loss report
  • Email support (24hr response)
Perfect for solopreneurs
from $500/mo
Growth
  • Up to 3 accounts
  • Up to 150 transactions/month
  • Full reconciliation + P&L + Balance Sheet
  • QuickBooks setup included
  • Monthly financial summary
  • Email support (24hr response)
Most popular
from $750/mo
Pro
  • Unlimited accounts
  • Up to 300 transactions/month
  • Full financial reporting suite
  • Payroll coordination
  • CPA-ready monthly package
  • P&L Dashboard included free
For growing businesses

One-time & add-on services

Catch-up / cleanup bookkeeping
Per month of backlog
$500
QuickBooks setup
Chart of accounts + bank feeds
$250
P&L Dashboard
Free for bookkeeping clients · $37 standalone
Free

Why OEB Financial

Certified expertise.
Human approach.

Clear communication, always
All inquiries answered within 24 hours by email. No WhatsApp, no chasing — just reliable, professional communication.
QuickBooks discounts for your business
As a certified ProAdvisor, OEB Financial can offer you discounted QuickBooks subscriptions — saving you money from day one.
Built for US small businesses
100% remote, US-focused bookkeeping for service businesses, solopreneurs, and startups who need clean books without the overhead.
Advisory included, not extra
Beyond reconciliation — you get monthly insights, a clear P&L, and a partner who understands where your money is going.

Credentials & certifications

✦
Intuit Bookkeeping Certified
Intuit Academy
✦
QuickBooks Online ProAdvisor
Intuit — Silver Tier
✦
Client Advisory Services Graduate
Intuit CAS Foundation
✦
AI for Accounting Certified
Intuit Academy

P&L Dashboard — free for clients · $37 standalone

See your numbers.
Every month, clearly.

Every OEB Financial bookkeeping client gets a custom P&L Dashboard included — connected to your books, updated monthly. Not ready for full bookkeeping? Buy the standalone template and start tracking today.

OEB Financial — P&L Dashboard 2026 Client Template
Forecasted income
$48,500
Full year target
Actual income (YTD)
$14,200
Jan — Mar
Gap to forecast
$34,300
Remaining target
% forecast achieved
29%
On track
Month Forecast Actual Gap Expenses Net income
Jan$4,000$3,800-$200$1,200$2,600
Feb$4,200$5,100+$900$1,350$3,750
Mar$4,500$5,300+$800$1,100$4,200
Q1 Total$12,700$14,200+$1,500$3,650$10,550
Income vs forecast
Jan
$3,800
Feb
$5,100
Mar
$5,300
Expenses by month
Jan
$1,200
Feb
$1,350
Mar
$1,100
OEB Financial — Bookkeeping & Advisory · oebfinancial.com
Included free with bookkeeping
For OEB Financial clients

Sign up for any monthly bookkeeping package and get your P&L Dashboard set up, connected to your books, and updated every month — included at no extra cost.

Book your free discovery call
Not ready for bookkeeping yet?
Get the template

Buy the standalone P&L Dashboard template and start tracking your business finances today — on your own terms, at your own pace.

Buy the template — $37

Get started

Ready for books that
actually make sense?

Book a free 20-minute discovery call. No pressure, no commitment — just a clear conversation about your business and what you need.

Book your free discovery call

Or reach us at [email protected]