Service · Monthly bookkeeping
Monthly bookkeeping from $199 a month
Every month your transactions are recorded, your accounts are reconciled, and your financial reports are ready. One clear fee, no surprises.
What the monthly fee includes
Our monthly bookkeeping package starts at $199 per month and covers the core work every business needs to keep accurate books.
- Monthly account reconciliation. Your bank and credit card accounts are matched to your books so the balances are right.
- Monthly transactions. Sales, purchases, receipts, and payments are recorded and categorized.
- Monthly financial reports. An income statement (profit and loss), balance sheet, and cash flow statement.
Why monthly books matter
When books are only updated at tax time, problems pile up: missing receipts, duplicate entries, and bank balances that never quite match. Keeping them current every month means you always know what you earned, what you spent, and how much cash you really have.
Clean monthly books also make tax season faster and less expensive, and they give you the reports a bank or lender asks for when you need financing.
Add the services you need
Services are customized to each client. Common additions to the monthly package include:
- Payroll processing, including W-2s and 1099s at year end
- Invoicing, billing, and accounts receivable follow-up
- Accounts payable management and bill tracking
- Inventory management
- Tax preparation support
Behind on your books?
If your records are months behind, we start with a catch-up and clean-up to bring everything current. Then monthly bookkeeping keeps it that way.
Questions
Frequently asked questions
What does the $199 monthly fee include?
Monthly account reconciliation, recording your monthly transactions, and monthly financial reports. Other services such as payroll and invoicing are quoted to fit your business.
Which financial reports will I get?
An income statement (profit and loss), a balance sheet, and a cash flow statement.
Can I add payroll to my monthly bookkeeping?
Yes. Payroll processing can be added, including paychecks or direct deposits, payroll tax reports, and year-end W-2s and 1099s.
My books are behind. Can I still start monthly bookkeeping?
Yes. We first catch up and clean up your records so they are accurate, then continue with monthly bookkeeping.