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CB

Chief Bookkeeping Officer

Monthly bookkeeping on QuickBooks Online for law firms (including IOLTA trust-account three-way reconciliations) and med spas, plus catch-up and clean-up work.

Newport Beach, CA (US), serving clients nationwide

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chiefbookkeepingofficer.com
Homepage of Chief Bookkeeping Officer
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Prices

Standard monthly bookkeeping plans and add-ons on their pricing page.

Foundation$299/moStarting price, billed monthly; reconciliation, categorization, reporting
Enterprise$699/moStarting price; 200+ monthly transactions, MSO or IOLTA accounting, priority support
Clean-Up$249/moStarting price for catch-up work; fiscal year required
Form 1099 preparation and filing$25 per formMinimum 4 forms

Confirm the price with them before you buy.

How they work

From their How It Works and pricing pages.

1 bookkeeperassigned to you, with a second review by others on their team
Weekly or monthlybookkeeping schedule
P&L and balance sheetfor each entity, every month
Fixed feeflat monthly rate, no hourly billing

Steps: Initial consultation, a contract setting scope and deliverables, clean-up of past periods if needed, ongoing weekly or monthly bookkeeping, then review and coordination with your CPA.

Who they work with

From their website and portfolio.

Industries

Law firmsMed spasCreative agencies

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Everything on this page comes from chiefbookkeepingofficer.com (home, pricing, law firms, how it works, about), checked 2026-10-08. It may have changed since. Report a mistake