Monthly Bookkeeping

Starting at $450/month

Pricing is customized based on monthly revenue and transaction volume.

One-time onboarding fee: $750

Ongoing monthly bookkeeping for service-based businesses that want structured, accurate financial reporting and consistent oversight.

Includes:

  • Monthly bank and credit card reconciliations

  • Transaction categorization and review

  • Accounts receivable and accounts payable tracking

  • Monthly Profit & Loss statement

  • Monthly Balance Sheet

  • Year-end file prepared for CPA handoff

Reports delivered monthly within 7 business days of month-end.

Apply To Work Together

Catch-Up Bookkeeping

For businesses that are behind on entering and reconciling prior months and need to get current before transitioning into monthly support.

Includes:

  • Backdated transaction entry

  • Bank and credit card reconciliations

  • Profit & Loss and Balance Sheet for completed period

  • Clean file prepared for ongoing monthly service

Request A catch-up quote