Monthly Bookkeeping Services for Organized Finances
Clean books and a full set of statements every month, so you can spend less time sorting transactions and more time running your business.
What Monthly Bookkeeping Services Include
The work is the same every month and so is the price. You will not see an hourly invoice, and nothing sits in a pile waiting for tax season.
Account Reconciliation
We match every business checking account, credit card, and loan against the statement, so the balance in your books is the balance at the bank. Duplicate charges and missing deposits get caught in the month they happen.
Bills and Invoices Tracked
Your payables and receivables stay current, so you know what is due this week and which customer has been sitting on an invoice for sixty days. We can send the follow-up reminders if you would rather not chase them yourself.
Monthly Financial Statements
You get a profit and loss statement and a balance sheet by the middle of the following month, along with a cash flow summary. Each one comes with a short note explaining what moved since last month.
Payroll and 1099 Coordination
We work alongside your payroll provider so wages and tax withholdings post to the right accounts. Come January, we will prepare the 1099s for your subcontractors.
How Your Monthly Bookkeeping Works
The rhythm is the same for every client once onboarding is finished. What changes is the first month, which is usually spent finding out what state the existing books are in.
Getting Your Books Ready
We start by looking at what you already have. If the books need catching up, we quote that separately and get you current before the regular service begins. Then we connect your accounts and rebuild the chart of accounts so it reflects how you actually run the business.
Keeping Transactions Up to Date
Transactions get categorized and reconciled through the month rather than in one rush at the end. If something looks off, we ask you about it while you still remember the charge.
Reviewing Your Numbers Together
Once the books close, we walk you through the numbers. Most of these calls take twenty minutes. Owners use them to ask about a slow month, a bill they did not recognize, or whether they can afford another hire.
Bookkeeping for the Way Your Business Works
Different businesses need different details tracked. We organize your books around the transactions and records that matter to your work.
Contractors and Trades
Job costing, subcontractor payments, and material receipts that arrive as a shoebox of paper. We sort out which jobs made money and which ones only looked like they did.
Retail and Food Businesses
Daily sales imports, tip handling, inventory purchases, and Pennsylvania sales tax that has to be filed on time whether or not you had a good month.
Professional Practices and Nonprofits
Medical practices, law offices, and small nonprofits with grant money that has to be tracked separately from general operating funds.
Spend Less Time Catching Up on Your Books
Most business owners can manage the data entry. The problem is that it always gets done last.
Keep Filing Information Organized
Sales tax, employer withholding, and local earned income tax each have their own schedule. Missing one costs penalties and interest that dwarf what bookkeeping costs in the first place.
Work With Someone Who Knows Your Books
Software support tickets and offshore call centers do not know your business. You will work with the same person here every month, and you can reach them by phone.
Know Your Monthly Cost
You know the cost before the month starts. There is no hourly clock running when you call with a question.
Frequently Asked Questions
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Price depends on how many accounts you have and how many transactions run through them each month. A single-owner service business may need less work than a restaurant with several bank accounts. We quote a flat monthly fee after a short call about your books.
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Yes. We handle catch-up work as a separate project, priced on how far back it goes and what condition the records are in. Once you are current, the monthly service picks up from there.
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Most clients do, and that is fine. We keep the books your CPA works from, which usually shortens their prep time and lowers what they bill you. We are happy to send files directly to your accountant.
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QuickBooks in most cases. If you already use another system, we can discuss whether we can work with it. If you are starting from nothing, we set up the agreed software during onboarding and you keep access to the file.
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You will have a monthly review call once the books close. You can also reach us by phone with questions between reviews.
Find Out What Shape Your Books are In
Bring your last three months of statements. Twenty minutes with them is usually enough to see what shape the books are in and quote you a monthly figure.