Monthly Bookkeeping
What's Included
Monthly transaction categorization
Bank and credit card reconciliations
Accounts payable and accounts receivable tracking
Financial statement preparation (Profit & Loss, Balance Sheet, and Cash Flow reports)
QuickBooks Online maintenance and support
Cleanup of uncategorized transactions
Monthly financial review
Year-round organization for tax preparation
Communication with your CPA or tax professional, if needed
Ongoing email support for bookkeeping questions
Sales Tax Filings
Project Tracking
Payroll Processing
Benefits of Monthly Bookkeeping
Accurate and up-to-date financial records
Better cash flow visibility
Timely financial reports for informed decision-making
Fewer bookkeeping errors and discrepancies
Less stress during tax season
More time to focus on running your business
One-Time Services
What's Included
Bookkeeping Cleanup – Correct errors, organize accounts, and bring your books up to date.
Catch-Up Bookkeeping – Record and reconcile past months of financial activity.
QuickBooks Setup – Set up or customize your QuickBooks Online account to fit your business needs.
QuickBooks Cleanup – Fix duplicate transactions, incorrect categorizations, and account discrepancies.
Bank & Credit Card Reconciliations – Ensure your accounts match your financial records.
Chart of Accounts Organization – Create or restructure your accounts for accurate reporting.
Financial Statement Preparation – Receive professional Profit & Loss and Balance Sheet reports.
Year-End Bookkeeping Review – Prepare your books for your CPA or tax professional before tax season.
Bookkeeping Consultation – Get expert guidance and answers to your bookkeeping questions.
Professional & Convenient Notary Services
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