# Monthly Bookkeeping *December 31, 2025 · Cheralis Financial* [Home](https://cheralis.com/)/Monthly Bookkeeping Monthly Retainer Services # Monthly Bookkeeping Professional bookkeeping that keeps your finances organized, accurate, and tax-ready—every single month. [Start Today](https://calendly.com/cheralisfinancial/30min) [470-699-1187](tel:4706991187) Why Monthly Bookkeeping? ## 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. Choose Your Plan ## Monthly Bookkeeping Packages All packages require autopay and a minimum 3-month commitment. Payment is due before the month starts. Starter $299 /month Best for **solopreneurs** with low transaction volume 75 transactions/month #### What's Included: - Monthly transaction categorization - Bank account reconciliation - Monthly Profit & Loss statement - Email support - Credit card reconciliation - Balance Sheet - Phone support [Get Started](https://calendly.com/cheralisfinancial/30min) 3-month minimum commitment Most Popular Growth $499 /month Best for **growing small businesses** 200 transactions/month #### 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 [Get Started](https://calendly.com/cheralisfinancial/30min) 3-month minimum commitment Premium $799 /month+ Best for **established businesses** 400 transactions/month #### 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 [Get Started](https://calendly.com/cheralisfinancial/30min) 3-month minimum commitment **Over Transaction Limit?** Additional transactions are billed at $1.50 each or upgrade to the next tier. **Need Bookkeeping Cleanup First?** [View our one-time cleanup packages](https://cheralis.com/services/bookkeeping-cleanup/) to get current before starting monthly service. What's Included ## 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. How Billing Works ## 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. Common Questions ## Frequently Asked Questions What if I exceed my transaction limit? 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. My books are a mess. Can I still sign up? Monthly bookkeeping starts with current, clean books. If you're behind, you'll need our [Bookkeeping Cleanup service](https://cheralis.com/services/bookkeeping-cleanup/) first. Once you're caught up, you can transition seamlessly into monthly service. What software do you use? 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. How do I send you my receipts and documents? 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. Can I cancel anytime? 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. Do you handle payroll? 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. [Schedule Free Consultation](https://calendly.com/cheralisfinancial/30min) [470-699-1187](tel:4706991187) --- Source: https://cheralis.com/monthly-bookkeeping/ Author: Cherisse Skeete, IRS Enrolled Agent — Cheralis Financial