Monthly Bookkeeping Services for US Businesses
A dedicated certified bookkeeper keeps your books current every month, so you can see where the business stands without chasing receipts or spreadsheets.
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What monthly bookkeeping includes
Monthly bookkeeping means someone records, checks and reports on your finances on a fixed schedule instead of once a year when the accountant asks for numbers. Each month we work through your bank and card activity, code every transaction, reconcile to your statements and send a clear set of reports.
It suits owners who want accurate books without hiring in house. You keep control of approvals and decisions; we handle the recording, reconciling and month-end close. If your books are behind, we can bring your accounts up to date first and then move you onto a monthly rhythm.
What you receive each month
- Transaction review and categorization against your chart of accounts
- Bank and credit-card reconciliation
- Profit & Loss statement
- Balance sheet
- Cash-flow summary
- A question list for transactions we cannot classify with confidence
- A review call to walk through the numbers
- All work kept in your own QuickBooks Online, Xero or Zoho Books file
How onboarding works
Discovery call
We review your software, accounts and monthly volume and agree the scope.
Secure access
You grant access to your accounting file and bank feeds. Nothing moves without your approval.
Cleanup check
We review the chart of accounts and any backlog, and quote catch-up work separately if needed.
Monthly close
We categorize, reconcile, review and deliver your reports, then walk through them with you.
Who it is for
Owner-run businesses
You are busy running the company and the books fall to the end of the list.
Businesses switching providers
You want a fresh review of the file and a predictable monthly process.
Companies working with a CPA
Your accountant gets clean, reconciled books instead of a year-end scramble.
What monthly bookkeeping does not cover
Frequently asked questions
How much does monthly bookkeeping cost?
Plans start at $200 per month and scale with transaction volume and scope. See the pricing page for the three packages and what drives the price.
Which accounting software do you use?
We work inside your own QuickBooks Online, QuickBooks Desktop, Xero or Zoho Books file, so you always own your data.
My books are months behind. Can you still help?
Yes. We review the file first, explain what catch-up work is needed and quote it before starting, then move you onto the monthly service.
When will I get my reports?
Reporting follows the month-end close. We agree the delivery schedule with you at onboarding, based on how quickly your statements and documents arrive.
Let’s talk about your books
Book a free 30-minute consultation. We review your setup, agree the scope and give you a clear quote based on your monthly transaction volume.