Monthly Bookkeeping
Keep your current books organized, reconciled and ready - every month. Get reliable financial reports and clear records, so you always know where your business stands.
What you get every month
Reliable financial information every month, so you can focus on running and growing your business.
Reliable Financial Reports
Clear Profit & Loss and Balance Sheet reports prepared every month.
Reports Delivered on Time
Monthly reports follow a regular schedule, so you know where your business stands without waiting for tax season.
Books Ready for Tax Filing
Organized, reconciled books are ready when it is time to file. Tax return preparation is a separate service.
Numbers You Can Rely On
Understand your revenue, expenses, cash movement and overall business performance.
CPA-Ready Books
Clean records and monthly reports that your CPA or tax preparer can work from.
Clear Answers
We flag unclear transactions and explain what is reflected in your reports.
A simple monthly process
A clear and consistent workflow, so your books stay current month after month.
Initial review and setup
We learn about your business and agree on the monthly scope.
Access and data
You connect your bank and payment accounts to the accounting software or share statements. We never ask for your banking passwords.
Monthly bookkeeping
We categorize transactions, record payments and expenses, reconcile your accounts and prepare your reports.
Reports and questions
You receive your monthly reports and a list of any open questions.
Which service is right for you?
Not sure where to start? Here is a simple guide.
Books behind?
If your books for earlier periods are incomplete or out of date, start with Bookkeeping Cleanup.
Books current?
If your books are up to date, Monthly Bookkeeping keeps them organized and reconciled every month.
Online seller?
If you sell on marketplaces or account for inventory and cost of goods sold, eCommerce Accounting may be a better fit.
A simple starting point
depending on transaction volume and scope
The final monthly fee depends on your business. We confirm the price before work starts. The monthly fee covers our work. If you use QuickBooks Online, the subscription is billed to you directly by Intuit.
No pressure. Just a conversation about your needs.
Key price drivers
Your final monthly fee typically depends on:
More ways we can support your business
Additional services for other stages of your business.
Frequently asked questions
What is included in monthly bookkeeping?
Ongoing bookkeeping for your current period: we categorize transactions, record payments and expenses, reconcile your accounts and prepare your monthly reports, including a Profit & Loss and a Balance Sheet. We confirm the exact scope with you before work starts.
How is the monthly fee determined?
Monthly Bookkeeping starts from $199/month. The final fee depends on your transaction volume, the number of accounts, the reporting scope and, where relevant, marketplace, inventory or cost of goods sold complexity. We confirm the price before work starts.
Do you work with eCommerce businesses?
We can discuss it. Work involving marketplaces, inventory and cost of goods sold is scoped separately before the monthly fee is quoted. For online sellers, our eCommerce Accounting service is designed around these needs.
Is historical cleanup included?
No. Monthly Bookkeeping covers your current periods. Bringing earlier periods up to date is a separate service, Bookkeeping Cleanup, quoted separately.
Is tax return preparation included?
No. Monthly Bookkeeping keeps your books organized and ready for tax filing, but preparing business tax returns is a separate service, Business Tax Filing, quoted separately.
Do you provide controller or advisory services?
No. This service covers ongoing bookkeeping and monthly reporting. It does not include controller or advisory work, and it does not include representing you before the IRS. We explain the transactions and figures in your reports.
Keep your books current, month after month
Get reliable financial reports and clear records for your business.
No pressure. Just a conversation about your needs.