SERVICES
Monthly bookkeeping
Clean records and useful reports, every month.
Keep bank and credit card activity organized, reconcile the statements, and review the financial reports with someone you can ask questions.
What is included
- Transaction review and categorization
- Bank and credit card reconciliations
- Monthly profit and loss statement and balance sheet
- Review of receivables and payables where included in the scope
- QuickBooks Online setup and support as agreed
- Plain-English review of the reports and outstanding questions
How it works
- Review
We discuss your records, accounts, software, and reporting needs.
- Agree
We define the monthly deliverables, responsibilities, fee, and close timetable.
- Close
I review the activity and statements, prepare the agreed reports, and raise questions.
- Discuss
We review what changed and what needs follow-up.
What to tell me before the call
- The accounts and software you use
- An overview of transaction volume and sales channels
- The date your books were last reviewed or reconciled
The close timetable depends on statement availability and timely answers. Catch-up work is scoped before regular monthly support begins.
STARTING PRICE
$300 /month
Starting price for ongoing bookkeeping with current, reasonably organized records. The quote depends on volume, accounts, sales channels, and reporting needs. Cleanup, payroll support, software, and additional work are confirmed separately.
Helpful next reading
Read the related bookkeeping guide →
Discuss the right scope
Start with your records and questions. We agree the work and fee before bookkeeping begins.
Book a free consultation