Keep recurring records current
Discuss monthly bookkeeping when transactions and financial records need ongoing attention.
QuickBooks Online bookkeeping, KPI dashboards, and consulting
Keep your books current. See the measures that matter.
Monthly bookkeeping, cleanup or catch-up, and A/P or A/R keep records moving. Custom KPI dashboards and consulting help bring selected measures and questions into view.
Serving businesses in Kansas, Missouri, and remotely.
Business phone (demo only): (785) 760-7663
Generated illustration for this independent demo, not a real office or client record.
Recurring recordsMonthly bookkeeping or A/P and A/R
Cleanup workCleanup or catch-up
Decision contextKPI dashboards or consulting
Directory-listed service roles
Keep recurring records moving and selected measures visible.
The Lawrence Chamber directory lists Bookkeeping by Beks as a Custom KPI Dashboard Builder, Strategic Advisor, and QuickBooks Online ProAdvisor. These are directory-listed service roles, not performance results or certification claims.
- 01
Keep records current in QuickBooks Online
Monthly bookkeeping can handle recurring transaction and record work in the business's preferred accounting platform.
- 02
See selected measures regularly
A custom KPI dashboard can organize the measures you choose into a regular view.
- 03
Frame questions around the numbers
Strategic consulting can help focus the questions you bring to those measures.
Match the work
Match the service to the work that is holding up the month.
You do not need to choose every service. Start with the records or workflow that needs attention now.
Repair prior periods
Bring a backlog, reconciliation issue, or books that need review into a cleanup or catch-up conversation.
Bring A/P or A/R into scope
Ask about accounts payable or accounts receivable when vendor bills, customer invoices, or collection workflows are the immediate concern.
Selected measures, regular view
Keep selected measures visible, then use them to ask better operating questions.
Monthly bookkeeping can keep recurring records current. A custom KPI dashboard can organize selected measures into a regular view. Strategic consulting can help frame questions around those measures. The consultation confirms which metrics and services fit, along with scope and pricing.
- Recurring records kept current in QuickBooks Online.
- Selected measures organized for regular review.
- Questions, service scope, and pricing confirmed together.
A QuickBooks Online center
Use QuickBooks Online as the working center, not another system to work around.
QuickBooks Online is the preferred accounting platform. Time tracking, expense reporting, and online bill pay are examples of tools it can connect with.
Bring your current setup to the consultation so platform fit, integrations, and service scope can be confirmed.
A practical first conversation
Use the consultation to match the service to your books, measures, and workflow.
- 01
Describe the bookkeeping work
Select monthly bookkeeping, cleanup or catch-up, A/P or A/R, or say that you are not sure yet.
- 02
Name the measures or questions
If dashboard or consulting support is relevant, note the measures you want to review and the questions behind them.
- 03
Confirm fit, scope, and pricing
Use the conversation to confirm which services are available, what they include, and the next step.
Free direct download
Use a five-part checklist before you talk with a bookkeeper.
The QuickBooks Month-End Clarity Checklist helps you gather source documents, review uncategorized activity, compare statements, scan A/P and A/R, and write down the questions your reports should help answer.
- Five focused review areas
- Conversation notes page
- Available instantly, with no form required
General education only. The guide is not tax, legal, or accounting advice and is not emailed.
Before you begin
Questions to settle before a bookkeeping conversation.
Do I need ongoing bookkeeping or a cleanup project?
Monthly bookkeeping fits records that need recurring attention. Cleanup or catch-up fits a backlog, reconciliation issue, or prior period that needs review. The consultation is where the likely starting point can be confirmed.
Is there a cleanup or catch-up discount?
A discount may be available when cleanup or catch-up is paired with a monthly service contract. Ask during the consultation about eligibility, amount, and pricing.
Does Bookkeeping by Beks work only in Lawrence?
No. Service is offered in Kansas, Missouri, and remotely, subject to confirmation for the individual business.
How do KPI dashboards and consulting fit?
A custom KPI dashboard can organize selected measures for regular review, and consulting can help frame questions around them. Use the consultation to confirm metrics, availability, scope, and pricing.
Choose the closest fit
See whether bookkeeping, a selected KPI view, or consulting fits the work in front of you.
Bring your current bookkeeping need, QuickBooks Online setup, and the measures you want to review.
Published business phone (display only in this demo): (785) 760-7663