Monthly Bookkeeping Services
Monthly Bookkeeping Services for US Small Businesses
Accurate, up-to-date books every month, without hiring an in-house bookkeeper. We categorize, reconcile and report so you can focus on your business.
Overview
Books That Stay Accurate, Month After Month
Keeping up with bookkeeping is one of the most time-consuming tasks for a small business owner. Receipts pile up, bank feeds go uncategorized and by tax season the numbers no longer make sense.
Our monthly bookkeeping service solves that. Every month, we record and categorize all of your income and expenses, reconcile your bank and credit card accounts, and close your books on a fixed schedule. You receive clear financial statements that show exactly how your business is performing.
We work remotely in QuickBooks Online, Xero, Wave or Zoho Books, so your data is always in your own account and accessible to you and your CPA.
What's Included
- Transaction categorization (income & expenses)
- Bank & credit card reconciliation
- Monthly book close
- Profit & Loss and Balance Sheet
- Receipt and document matching
- Year-end package for your CPA
- Email support for your questions
Benefits
Why Businesses Choose Our Monthly Bookkeeping
Save Hours Every Week
Spend your time on customers and growth, not on data entry.
Fewer Errors
Monthly reconciliation catches mistakes before they become problems.
Tax-Ready All Year
Your CPA gets clean books, which can mean a faster, smoother tax season.
Better Decisions
Know your profit, cash and expenses every month, not once a year.
Our Process
How We Work
01
Connect
We get secure access to your accounting software, bank feeds and document folder.
02
Categorize
We record and categorize every transaction and match receipts.
03
Reconcile
We reconcile every account against your statements.
04
Report
We close the month and send your financial reports.
Who It Is For
Ideal for Growing US Businesses
Our monthly bookkeeping is a great fit if you are a busy owner who wants reliable numbers without managing a bookkeeper in-house.
- Small and medium businesses across the US
- LLCs, S-Corps and sole proprietors
- E-commerce sellers and online businesses
- Service businesses, agencies and consultants
- Restaurants, retail shops and contractors
FAQ
Monthly Bookkeeping FAQs
What does a monthly bookkeeping service include?
It includes categorizing all transactions, reconciling bank and credit card accounts, closing the books each month and delivering financial statements such as the Profit & Loss and Balance Sheet.
Do I need to use specific software?
We work in QuickBooks Online, Xero, Wave and Zoho Books. If you do not use any software yet, we can set one up for you.
How do I send receipts and documents?
You can upload documents to a shared secure folder or connect your receipt app. We match them to transactions during the month.
When will I receive my monthly reports?
Once the month is closed and all statements are available, we send your reports on an agreed monthly schedule.
Can you work with my CPA?
Yes. We keep your books clean and provide a year-end package, so your CPA can prepare your tax return more easily.
Let Us Handle Your Bookkeeping
Book a free consultation and get a clear plan for your books, with no obligation.