Monthly Bookkeeping
Professional bookkeeping that keeps your finances organized, accurate, and tax-ready—every single month.
Focus on Growing Your Business
Stop drowning in receipts and bank statements. Our QuickBooks-certified team handles your books every month, so you always know exactly where your business stands.
- Always tax-ready—no scrambling in April
- Clear financial visibility every month
- Catch problems before they become expensive
- Make smarter business decisions with accurate data
- Free up hours every week
QuickBooks Certified
We're certified QuickBooks ProAdvisors. Your books are in expert hands.
Monthly Bookkeeping Packages
All packages require autopay and a minimum 3-month commitment. Payment is due before the month starts.
Best for solopreneurs with low transaction volume
What's Included:
- Monthly transaction categorization
- Bank account reconciliation
- Monthly Profit & Loss statement
- Email support
- Credit card reconciliation
- Balance Sheet
- Phone support
Best for growing small businesses
What's Included:
- Monthly transaction categorization
- Bank reconciliation
- Credit card reconciliation
- Monthly P&L statement
- Monthly Balance Sheet
- Quarterly review summary
- Email + limited phone support
Best for established businesses
What's Included:
- Full transaction categorization
- Multi-account reconciliation
- Monthly financial statements
- Cash flow insights & analysis
- Priority support
- Quarterly strategy call
- Year-end tax prep support
Everything You Need, Every Month
Transaction Categorization
Every transaction properly coded to the right category. No more "Uncategorized Expense" confusion.
Bank Reconciliation
Your books match your bank—to the penny. We catch discrepancies before they become problems.
Financial Statements
Clear Profit & Loss and Balance Sheet reports so you always know where your business stands.
Cash Flow Insights
Understand your money in vs. money out. Plan ahead with confidence. (Premium tier)
Tax-Ready Records
When tax season arrives, your books are organized and ready. No last-minute scramble.
Ongoing Support
Questions? We're here. Email support for all tiers, phone support for Growth and Premium.
Payment Terms
Autopay Required
All monthly services are billed automatically. Set it and forget it—your books stay current without the hassle.
Billed in Advance
Payment is due before the month starts. We bill on the 1st; you get the full month of service.
3-Month Minimum
All packages require a minimum 3-month commitment. After that, continue month-to-month with 30-day notice to cancel.
Missed Payment Policy
If payment fails, services are paused immediately. We resume once payment clears—no exceptions.
Frequently Asked Questions
If you consistently exceed your limit, we'll recommend upgrading to the next tier. Occasional overages are billed at $1.50 per additional transaction. We'll notify you before any additional charges.
Monthly bookkeeping starts with current, clean books. If you're behind, you'll need our Bookkeeping Cleanup service first. Once you're caught up, you can transition seamlessly into monthly service.
We specialize in QuickBooks Online and QuickBooks Desktop. As certified QuickBooks ProAdvisors, we know the platform inside and out. If you're using different software, we can discuss options during your consultation.
We set up a simple system during onboarding. Most clients use QuickBooks' built-in receipt capture, email forwarding, or a shared folder. We'll walk you through the easiest option for your workflow.
After your initial 3-month commitment, you can cancel with 30 days written notice. We'll complete any in-progress work and ensure a clean handoff of your books.
Payroll processing is not included in our standard bookkeeping packages. However, we can recommend trusted payroll partners or discuss adding payroll services for an additional fee.
Ready for Stress-Free Bookkeeping?
Let's discuss your business needs and find the right package for you. No pressure, no obligation.