Monthly bookkeeping that keeps your business current.
Bookkeeping gets harder when it only happens after everything else is finished. A consistent monthly process keeps transactions categorized, financial accounts reconciled, and financial reports organized throughout the year instead of turning the books into a catch-up project.
Small businesses that want routine financial organization.
Monthly bookkeeping is built for owners who want consistent, organized books without handling every bookkeeping task internally — and without waiting until year-end to find out where things stand.
It's a good fit whether you currently do your own bookkeeping, have fallen a little behind, or simply want a reliable process so the work gets handled on a schedule. We keep your books moving through a consistent monthly process.
What monthly bookkeeping helps solve
- Transactions accumulating without being categorized
- Bank and credit-card accounts not reconciled
- Uncertainty about whether categorization is correct
- Outdated or missing financial reports
- Year-end turning into a catch-up project
- Time spent doing books after hours
Organized records and reports, on a regular schedule.
Exact scope depends on your package, but every monthly engagement is built around keeping your books current and usable.
Categorization
Transactions sorted into the right accounts.
Reconciliations
Bank and credit-card accounts matched and confirmed.
Financial reporting
Profit & Loss and Balance Sheet available.
Month-end review
A regular review so nothing slips through.
Tax-ready year-end
Organized books for your tax professional.
The exact scope of each item depends on your selected package and is confirmed during your initial conversation.
Choose the level of support your books need.
Pricing begins with transaction volume, account count, and the level of organization your business requires.
Essentials
Straightforward monthly books.
- Up to 150 transactions
- Up to 3 financial accounts
- Transaction categorization
- Monthly reconciliations
- Profit & Loss
- Balance Sheet
- Month-end review
- Year-end tax-ready books
Complete
More hands-on organization.
- Everything in Essentials
- Up to 300 transactions
- Up to 5 financial accounts
- Accounts payable & expense tracking
- Accounts receivable & payment review
- Loan & fixed-asset tracking
- Contractor tracking
Full Service
For growing or more complex books.
- Everything in Complete
- Higher transaction volume
- Additional accounts
- More frequent updates
- Job or class tracking
- Detailed month-end review
- Monthly financial check-in
Monthly pricing varies according to transaction volume, number of accounts, payroll, scope, and complexity. QuickBooks Online subscription and applicable software costs are separate.
Organized records your tax professional can actually use.
Tax-ready books means maintaining organized financial records that can be provided to your tax professional at year-end — with transactions categorized, accounts reconciled, and reports in order.
Tax-return preparation is not included in the bookkeeping packages shown here. We organize your financial records; your tax professional prepares the return.
A simple, repeatable process.
Conversation
We talk through your business, accounts, and current bookkeeping situation.
Scope
We review transaction volume and complexity to recommend the right package.
Transition / setup
We set up or transition the bookkeeping work into a consistent routine.
Monthly process
Categorization and reconciliations happen on a regular schedule.
Review
You receive organized reports and a clearer view of where the business stands.
Clear books. Confident decisions.
Start with a conversation about where your books are today — I'll help you figure out the right next step.