Monthly Bookkeeping
Accurate books, every month
Your transactions are categorized, your accounts reconciled, and your reports delivered each month — so your numbers are current when you need them.
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
Priced to your books
Plans are based on the size and condition of your books, so you pay for what your business actually requires. 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 situation — including a separate fixed price for any cleanup needed before monthly service begins.
Books behind right now?
A one-time cleanup brings everything current first, then monthly service keeps it that way.
Learn about bookkeeping cleanupSchedule a consultation
Tell me a little about your business and where your books stand today. I’ll follow up personally with next steps.
Or call 940.600.0230 · blake@thebookkeepingxpert.com