Local Government/ Municipal Bookkeeping

We are passionate about supporting small municipalities and local governments with clear, accurate, and organized financial records. We understand the importance of transparency and compliance in managing public funds, and we help strengthen communities by improving financial clarity and accountability. Our goal is to provide reliable bookkeeping support so local leaders can focus on serving their communities with confidence.

Services We Offer

Local Government QuickBooks Conversion (Small Municipalities Only)

Starting at: $5,000 one-time (custom quote required) $199 Diagnostic Fee Required. This is More Complex and maybe required to be onsite.

Specialized service for small municipalities transitioning to QuickBooks Advanced.

Includes:

  • Full conversion to QuickBooks Advanced

  • Chart of Accounts restructuring for government reporting

  • Setup of financial tracking systems

  • Migration of historical data (as applicable)

  • Configuration for compliance and reporting needs

  • Training and transition support

📌 Final pricing depends on size, complexity, and current accounting system.


Local Government Quarterly Bookkeeping & Compliance Support

Starting at: $1,000 per quarter (small municipalities only) $99 Diagnostic Fee Required

Designed for small local governments and municipalities that need structured bookkeeping support, QuickBooks oversight, and financial compliance assistance without full-time accounting staff.

Includes:

  • Quarterly review and reconciliation of bank and credit accounts

  • QuickBooks Advanced file review and cleanup (as needed)

  • Preparation of quarterly financial reports for board or council review

  • Verification of transaction coding and account classification

  • Support with maintaining accurate, audit-ready financial records

  • Compliance-focused review to support transparency and reporting standards

  • Recommendations for corrections or improvements to financial processes

📌 This service is intended for small municipalities and local government entities with limited transaction volume and simple to moderate financial structures.


Audit Support (Preparation Assistance Only)

Custom Pricing (Based on Scope) $99 Diagnostic Fee Required

Support designed for small municipalities, nonprofits, and service-based organizations to help prepare financial records for an external audit.

Includes:

  • Organizing financial records for auditor review

  • Check for bank and credit card reconciliations to see if they are completed and accessible

  • Pulling and formatting financial reports (Profit & Loss, Balance Sheet General ledger, Trial Balance, etc.)

  • Helping gather supporting documentation requested by auditors

  • Structuring QuickBooks reports so information is easy for auditors to follow

  • Guidance on what documents and reports the auditor will typically require

📌 This service is strictly for audit preparation and organization only. No cleanup, corrections, or bookkeeping adjustments are performed as part of audit support.