Monthly Bookkeeping
Monthly Bookkeeping for Small Businesses
Dependable monthly bookkeeping for small businesses that want clean, reconciled books without the hourly invoice.
Every month, your dedicated U.S.-based team categorizes your transactions, reconciles your accounts, and closes your books on time — so your numbers are ready when you need them.
What's Included
The foundation of every plan
Monthly bookkeeping is the foundation of every plan. Each month we handle the full cycle:
- Categorize every transaction across bank, credit card, and loan accounts
- Reconcile each account to the penny
- Close your books on a predictable schedule
- Deliver clear statements and live dashboards
Because your books stay current, you can make decisions with confidence instead of waiting for a report that's already late.
Every month, you get
- Transaction categorization
- Bank, credit card & loan reconciliation
- On-time month-end close
- Monthly financial statements
- A dedicated U.S.-based bookkeeper
- Secure client portal access
Why Fixed Pricing
Pricing that rewards clarity, not questions
Hourly bookkeeping punishes you for staying informed. Every call and every question adds to the invoice, so owners learn to stop asking and start guessing.
Fixed pricing flips that. Your monthly cost stays the same whether you ask one question or twenty, so you always feel comfortable reaching out.
- Price set after a free review of your books
- Locked in for as long as you're with us
- No surprise invoices, no long-term contracts
Who It's For
Small businesses that want a dedicated team
Monthly bookkeeping fits small businesses with straightforward finances that want a dedicated team without hiring in-house:
- Freelancers and consultants
- Service providers and growing businesses
- Owners tired of late reports and mystery balances
A fixed monthly plan gives you a clean baseline and a team that picks up the phone. And if you operate multiple locations, our franchise bookkeeping builds on this same monthly foundation to consolidate every unit.
Explore more
See how monthly bookkeeping fits into your full plan.
FAQ
Questions, answered
Ready for monthly books you can trust?
Book a free consultation and we'll review your books and recommend the right plan.
