Monthly Bookkeeping

Premium monthly bookkeeping to keep your finances accurate, organized, and easy to understand.

Perfect for business owners who need ongoing financial care to keep their books accurate, up to date, and ready to guide smart business decisions.

What You’ll Get:

When you choose Monthly Bookkeeping, here’s what we deliver:

  • Accurate, Up-to-Date Books
    Every transaction recorded, every detail handled—on time, weekly

  • Monthly Reconciliations
    Ensuring every account is balanced and no transaction goes overlooked.

  • Easy-to-Understand Financial Reports
    Get clear, detailed monthly reports showing exactly where your business stands.

  • Ongoing Support & Insights
    Regular check-ins to review your financial reports together, ensuring you fully understand your numbers and what they mean for your business.

  • Secure Client Portal
    All your financial reports, organized and easily accessible anytime, so you always know where things stand.

Starting at $595 per month

Always Included:

No matter which service you choose, here’s what you can always count on:

  • Clear, Timely Communication
    Fast responses and proactive updates—you’ll never be left wondering where things stand.

  • Unlimited Email Support
    Have a question? Need clarification? We’re here to support you every step of the way.

  • Precision & Accuracy
    Your books are always double-checked for accuracy, so you can trust the numbers.

  • Attention to Detail
    From reconciling accounts to delivering reports, we handle every detail with care.

  • Your Success, Our Priority
    We treat your business finances like our own—because we care about your growth and peace of mind.

Not quite ready for monthly support?
We now offer a Quarterly Bookkeeping option starting at $900/quarter. This is perfect for businesses who want accurate books and financial clarity without the full monthly package. You’ll still get categorized transactions (monthly), reconciliations, quarterly financial reports, client portal access, and a 30-minute call each quarter.

What to Expect with Monthly Bookkeeping

1. Initial Setup & Review
We assess your current bookkeeping, set up systems, and get everything in order.

2. Monthly Bookkeeping
We record, reconcile, and review your transactions each month.

3. Monthly Reports
You’ll receive clear, updated financial reports to track your business performance.

4. Quarterly Check-Ins
We connect quarterly to walk you through your numbers and answer any questions.

How to Get Started

1. Tell Us About Your Business

Fill out a quick form to share your bookkeeping needs. We’ll review and we’ll reach out with a link to book a free alignment call.

2. Alignment Call

We’ll hop on a call to ensure we’re a great fit. This is about getting to know each other and understanding your needs so we can ensure your goals and priorities align with our services.

3. Diagnostic

We’ll take a close look at your books to identify what’s needed and tailor a plan that’s specific to your business and goals for you to review & approve.

4. Onboarding

Once the plan is finalized, we’ll get you set up and running smoothly—handling the details so you can focus on your business with confidence.