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.
From transaction categorization to bank reconciliation and monthly financial reports, you'll always know exactly where your business stands. No more scrambling at tax time. No more guessing whether you're profitable. Just clean, consistent bookkeeping that gives you clarity and peace of mind.
Whether you're tired of doing it yourself, ready to delegate so you can focus on growth, or want the confidence that comes with having a professional handle your numbers... this service is built for you.
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
✅ Expense tracking and organization — Receipts, invoices, and vendor payments all managed
✅ Year-end tax prep support — Clean, organized financials ready to hand to your accountant
✅ Ongoing access to me for questions — Email or message anytime you need clarity or guidance
Monthly Bookkeeping Pricing
Pricing is based on your business's transaction volume and complexity. Most small 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.
How It Works:
Step 1: Discovery Call
We'll discuss your business, transaction volume, current bookkeeping situation, and goals. I'll recommend the right plan for your needs.
Step 2: Onboarding & Setup
I'll connect to your accounting software (QuickBooks Online, Xero, Wave, etc.), review your chart of accounts, and make sure everything is set up correctly.
Step 3: Monthly Bookkeeping Begins
Each month, I'll categorize transactions, reconcile accounts, and send you clean financial reports so you always know where you stand.
Step 4: You Focus on Growth
With your books handled, you can stop worrying about numbers and focus on running and growing your business.
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
Ready to Stop Stressing About Your Books?
Let's get your business finances organized and keep them that way — every single month.
📅 Book Your Free Discovery Call Now
We'll talk about where you are, what you need, and create a plan to get your bookkeeping handled for good.
Starting from Scratch or Need to Catch Up First?
Already current? We can start your monthly bookkeeping service right away.
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.
So, what is bookkeeping anyway?
Bookkeeping is the process of organizing, recording, and reviewing your business’s financial activity.
It’s how you know how much money is coming in, what’s going out, and whether your business is actually profitable...not just busy.
Good bookkeeping gives you clean, accurate financial records so you can make informed decisions, get approved for funding, prepare for taxes, and grow with confidence.
Without bookkeeping, business owners are often guessing and relying on bank balances instead of real numbers.
Accurate, organized books aren’t just compliance, they’re insight.
Good bookkeeping helps you:
- Understand true profitability
- Avoid missed deductions
- Get clean statements for lenders or partners
- Stop scrambling at tax time
- Make confident financial decisions
Most new business owners delay bookkeeping until it’s urgent (a costly mistake).
But putting the right systems in place sooner saves time and money, reduces stress, and keeps opportunities within reach.
Frequently Asked Questions
What if I'm already behind on my bookkeeping?
No problem! We'll start with a Catch-Up service to get you current, then transition into monthly bookkeeping so you stay on track moving forward.
What bookkeeping software do you work with?
I work with QuickBooks Online, Xero, and Wave. If you're using something else, let's talk during your discovery call.
Do I need to have bookkeeping software already?
Not necessarily. If you don't have software set up yet, I can help you choose the right platform and get it configured properly as part of your onboarding.
Can I cancel anytime?
Yes. Monthly bookkeeping is a month-to-month service. If you need to pause or cancel, just give me 30 days' notice.
What if I have questions between monthly check-ins?
You can reach out anytime via email or message. I'm here to support you, not just send reports and disappear.
How do I send you my documents?
We'll set up a simple system during onboarding using a secure shared folder.
Ready to Stop Stressing About Your Books?
Let's get your business finances organized and keep them that way — every single month.
📅 Book Your Free Discovery Call Now
We'll talk about where you are, what you need, and create a plan to get your bookkeeping handled for good.