Services
Monthly Bookkeeping
Clean, current books every month, so you can make decisions with confidence.
Who it's for
Is this right for you?
- Growing businesses with steady monthly activity
- Owners who want real numbers before making decisions
- Companies applying for loans or bringing on investors
- Anyone tired of doing books late at night
What's included
Everything we handle
- Transaction categorization
- Monthly bank and credit card reconciliation
- Monthly P&L, balance sheet, and cash-flow summary
- Accounts payable / receivable tracking
- QuickBooks Online setup or cleanup
- Unlimited secure cloud document storage
- Email and phone support during office hours
- Periodic review meetings
- Year-end statements and a tax-ready handoff to your CPA
How it works
How monthly bookkeeping works
- 1
Connect
We set up secure, read-only connections to your bank and card accounts.
- 2
Reconcile
Each month we categorize and reconcile every transaction.
- 3
Report
You get your P&L, balance sheet, and cash-flow summary by mid-month.
- 4
Review
We walk through the numbers with you and answer your questions.
Add-ons
Optional extras
Add any of these to your plan. We'll include them in your custom quote.
Sales tax / B&O filing
We prepare and file your recurring sales and B&O returns.
Bill pay management
We record bills, track due dates, and process payments.
Class / department / location tracking
Custom reports by segment of your business.
Catch-up and clean-up
We bring past months up to date before ongoing work starts.
Checklist
What you'll need
- Read-only access to business bank and credit card accounts
- Access to your QuickBooks Online file (or we set one up)
- Loan and lease statements
- Last year's tax return or financial statements
FAQ
Questions
Request a Quote
Tell us about your business and we'll send a clear, flat quote.