Monthly Bookkeeping Services
Never Fall Behind Again: Monthly Bookkeeping Services That Keep You Current
Running a business is demanding enough without worrying whether your books are up to date. Our Monthly Bookkeeping Services take the burden off your plate while keeping your finances organized, accurate, and ready for whatever comes next, every single month.
This service includes:
✅ Monthly transaction categorization — Every income and expense properly coded and organized
✅ Bank and credit card reconciliation — All accounts balanced and accurate, every month
✅ Accounts receivable & payable tracking — Know who owes you and what you owe
✅ Monthly Profit & Loss and Balance Sheet reports — See your financial performance at a glance
✅ Year-end tax prep support — Clean, organized financials ready to hand to your accountant
Whether you're tired of doing it yourself or ready to delegate so you can focus on growth, clean bookkeeping means no more tax-time scrambling, no guessing about profitability, and complete peace of mind
Monthly Bookkeeping Pricing
Pricing is based on your business's transaction volume and complexity. Most businesses fall into one of these tiers:
Basic Plan — Starting at $300/month
Ideal for: Solopreneurs, service-based businesses, low transaction volume (up to 100 transactions/month) and up to 2 bank accounts.
Standard Plan — Starting at $500/month
Ideal for: Small businesses, e-commerce, moderate transaction volume (101-200 transactions/month) and up to 4 bank accounts.
Premium Plan — Starting at $750/month
Ideal for: Growing businesses, higher transaction volume, multiple revenue streams (200+ transactions/month) and 4+ bank accounts.
Custom Plan — Let's Talk
For businesses with complex needs, multiple entities, or unique requirements — we'll build a plan that fits.
Add Catch-Up Service if needed: Pricing based on number of months backlogged and complexity.
Who This Is For:
✔️ Business owners who are tired of doing bookkeeping themselves
✔️ Entrepreneurs who want to stay current without the stress
✔️ Growing businesses that need consistent, professional bookkeeping
✔️ Anyone who's behind and wants to catch up AND stay on track moving forward
✔️ Business owners preparing for tax season, funding applications, or financial reviews
Let's get your business finances organized and keep them that way.
📅 Book Your Free Discovery Call Now to Get Started
Starting From Scratch?
We'll handle your software setup so you're organized from day one.
Includes:
- Full software setup & customization (QuickBooks Online, Xero, Wave)
- Chart of accounts tailored to your business
- Bank and credit card connections
- Initial reports & expense category setup
- Step-by-step walkthrough for confident management
- 60 days of ongoing support to answer questions and keep you on track
- Take over the bookkeeping yourself or transition you into our ongoing monthly support package
Perfect for entrepreneurs and business owners who are just launching or ready to finally get their bookkeeping system right.
📆Book Your Discovery Call Now!
Months behind?
No problem. We'll add our Catch-Up Bookkeeping Service to get you current first, then transition you into ongoing monthly support so you never fall behind again.
Catch-Up Service includes:
✅ Organizing and entering historical transactions
✅ Categorizing all income and expenses accurately
✅ Reconciling all accounts and correcting errors
✅ Running Profit & Loss and Balance Sheet reports so you know exactly where you stand
✅ A detailed walkthrough to help you understand your numbers
Once you're caught up, your monthly bookkeeping service begins and you'll stay organized moving forward.
The is perfect for business owners who've been focused on building but neglected the books and are ready to finally get (and stay) organized.
Let's get your business finances organized and keep them that way. Every single month.