Monthly Bookkeeping Services

Accurate, reconciled books every month so you know where the business stands and can hand clean financials to your tax preparer, lender, or advisor.

What Monthly Bookkeeping Includes

  • Bank and credit-card reconciliation
  • Transaction categorization in QuickBooks or Xero
  • Monthly profit & loss statement
  • Balance sheet reporting
  • Ongoing review for unusual balances or bookkeeping issues
  • A consistent monthly close process

Who It Is For

Monthly bookkeeping is designed for businesses whose books are already current. If your books are behind or need correction first, a cleanup is usually the right starting point.

Starting Plans

Starter

$300 /mo

Up to 2 accounts and 100 transactions per month.

Pro

$700 /mo

Up to 6 accounts and 500 transactions per month, with additional support.

Exact pricing depends on account count, transaction volume, and the services your business actually needs.

Want consistent books every month?