Monthly Bookkeeping
Monthly bookkeeping that keeps your business on track
Instead of finding out how the year went at tax time, you know where the business stands every single month — without touching QuickBooks yourself.
Why monthly matters
Know your numbers all year — not just in April
When books are updated once a year, every decision in between is a guess. Monthly bookkeeping means transactions are categorized, accounts are reconciled, and reports land in your hands while the information is still useful.
You see which jobs made money, where expenses are creeping up, and whether the business is actually ahead of last year — while there’s still time to do something about it.
What monthly bookkeeping may include
Depending on your service plan
- Categorizing the month's transactions
- Reconciling bank and credit card accounts
- Keeping the chart of accounts organized
- Monthly profit and loss and balance sheet reports
- Job costing and project tracking when included in your plan
- Accounts payable or receivable support when included in your plan
- Questions answered as they come up during the month
Pricing
A bookkeeping plan built around your business
Monthly bookkeeping plans are customized based on the size and needs of the business — you pay for what your books actually require, not a bloated package. Pricing depends on:
- Number of bank and credit card accounts
- Monthly transaction volume
- Number of active projects
- Condition of the current books
- Accounts payable or receivable needs
- Job costing requirements
- Reporting requirements
- Amount of communication and document follow-up needed
After a short consultation, you receive a written estimate for your specific situation — including a separate fixed price for any cleanup needed before monthly service begins.
Books behind right now?
No problem — a one-time cleanup brings everything current first, then monthly service keeps it that way.
Learn about bookkeeping cleanup →Reliable monthly bookkeeping starts with one call
Tell me about your accounts, your volume, and your projects — you'll get a clear plan and quote.
Prefer email? blake@thebookkeepingxpert.com