Monthly Bookkeeping Services

Bookkeeping that runs on a schedule, not on guesswork.

Most businesses don’t fall behind on their books all at once — it happens one skipped month at a time. Our Monthly Bookkeeping service keeps that from ever starting. Every transaction is categorized, every account reconciled, and every month closed out on a consistent schedule, so your financials are always current and ready whenever you, your CPA, or a lender needs them.

What’s Included

Standard features include Accounts Payable & Receivable, Bank Reconciliation, Financial Reporting, and Payroll Support:

• Transaction categorization — every expense and deposit recorded and coded correctly, every month
• Bank & credit card reconciliation — accounts matched to statements monthly, not quarterly
• Monthly close & reporting — a clean, finalized set of books delivered on a predictable schedule
• Ongoing chart of accounts maintenance — keeping your account structure clean as your business evolves
• Direct line to your bookkeeper — questions answered as they come up, not weeks later

Select any of the listed service pages individually if you don’t have a need for the the complete Monthly Bookkeeping package.

Who This Is For

• Small business owners who want their books handled without thinking about it
• Businesses that have outgrown spreadsheets or a single shared QuickBooks login
• Owners who need monthly financials ready for partners, investors, or lenders
• Anyone who just finished Catch-Up Bookkeeping and wants to stay current going forward

How It Works

1. Onboarding — We connect to your bank feeds and existing accounting software (or help you set one up).
2. Monthly recording — Transactions are categorized and reconciled throughout the month.
3. Monthly close — Books are finalized, reviewed for accuracy, and locked for the period.
4. Reporting — You receive your financial statements shortly after each month closes.
5. Check-ins — Regular communication so nothing about your finances is a surprise.

Frequently Asked Questions

• What software do you work with?
  We work primarily in QuickBooks Online, and can typically integrate with whatever accounting software you’re already using.
• How quickly will my books be closed each month?
  Most monthly closes are completed within the first one to two weeks of the following month, depending on transaction volume and how quickly bank feeds settle.
• Do I need to do anything on my end?
  Beyond granting access to your accounts and answering occasional categorization questions, monthly bookkeeping is designed to run with minimal input from you.
• What if my books are already behind?
  We offer a separate Catch-Up Bookkeeping service to get you current first, then transition you seamlessly into Monthly Bookkeeping.
• Can this scale as my business grows?
  Yes — the service scales with transaction volume and complexity, including adding Accounts Payable & Receivable or Payroll Support as needed.