Monthly Bookkeeping
Monthly bookkeeping to keep your books under control
A recurring service for small businesses that need organized QuickBooks, up-to-date reconciliations, and clearer reports.
What's included
A monthly routine to prevent buildup
Categorization
Review and classify transactions to keep accounts organized.
Conciliations
Compare banks and credit cards with QuickBooks to identify differences.
Reports
Profit & Loss, Balance Sheet, and a review of significant transactions for the period.
A/R and A/P
Review of open invoices, outstanding payments, and balances that require follow-up.
Corrections
Identification of duplicates, classification errors, and unusual movements.
Annual preparation
Keeping the year organized reduces the cleanup work before preparing taxes.
Who does it work best for?
For businesses that already have monthly activity and prefer not to wait until the end of the year to discover that there are unreconciled accounts, pending transactions, or reports that do not accurately reflect what happened.
✓ LLCs and corporations
✓ Sole proprietors
✓ Businesses with multiple bank accounts
✓ Businesses that use QuickBooks Online
✓ Owners who need clearer monthly reports