Overview
Good books are a monthly habit.
When the books only get updated once a year, right before taxes, every number you look at in between is a guess. Monthly bookkeeping keeps your financial picture current, so the decisions you make about hiring, pricing, and spending are based on real information.
Each month our team works through your bank and credit card activity, assigns every transaction to the right account, reconciles everything to your statements, and reviews the financials before we close the month. You get reports you can actually use, and a team you can ask when something looks off.
What’s included
- Transaction categorization
- Bank and credit card reconciliations
- Balance sheet reconciliations
- Expense and receipt tracking
- Journal entries and adjustments
- Month-end close
- Financial statement preparation
- Financial reporting in plain English
Why it matters
What current books do for you
Decisions based on facts
Know your real profit, your biggest expenses, and your cash position without digging for them.
An easier tax season
Clean, reconciled books give your CPA what they need and take the year-end scramble off your plate.
Problems caught early
Reconciling every month catches duplicate charges, missed deposits, and errors while they’re still easy to fix.
In their words
Accurate books, every month
Knowledgeable and professional. Detail-oriented bookkeeping services. Accurate record keeping. Highly recommend!
Carlie N.
Google review
What software do you use?
We work primarily in QuickBooks Online, and we can connect it with tools like Bill.com, Divvy, and Dext to cut down on manual entry.
What do you need from me each month?
Mostly access. Once your bank and credit card accounts are connected, we handle the day-to-day work and reach out when we need a receipt or have a question about a transaction.
My books are behind. Can I still start monthly bookkeeping?
Yes. We’ll catch you up first with a cleanup project, then move you into monthly bookkeeping once everything is current.
Ready to get your books handled?
Book a consultation and tell us where things stand. We’ll take it from there.