Monthly Bookkeeping
Your books, kept clean and current every month, reconciled to the penny so you always know what you actually made. No backlog, no guessing, no scramble at tax time.
What you get every month
- Every transaction categorized. Income and expenses sorted into the right accounts, so your reports actually mean something.
- Bank & card reconciliation. Your books matched against every statement, so the numbers tie out to real money, not a guess.
- Monthly P&L and Balance Sheet. A clear picture of what came in, what went out, and where you stand, delivered each month.
- QuickBooks Online kept current. No more logging in to a backlog. It stays clean so you can pull a real number any time you need one.
- A person who answers. Email me a question about your numbers and get a plain-English answer back, not a ticket queue.
Why it's worth handing off
Most owners I work with were doing the books themselves at 11pm, never quite sure things were right. Clean monthly books mean you can price jobs with real margins, catch a slow month before it hurts, and hand your accountant an organized year instead of a shoebox. It also means decisions get made on facts instead of a gut feel about what the bank balance is doing.
Works alongside your accountant
This is bookkeeping, keeping your records clean, current, and tax-time ready. I'm a QuickBooks Certified ProAdvisor and fully insured, and I keep your books in the shape your accountant or tax preparer needs them in. I don't file taxes or do CPA work; I make sure the person who does has clean numbers to work from.
QuickBooks Certified by Intuit · Levels 1 & 2Behind on the books first?
If you're catching up from a backlog or inherited a mess, monthly service starts after a one-time cleanup gets you to a clean baseline. That's its own service, here's how it works.
Common questions
What do I get each month?
Every transaction categorized, your bank and card accounts reconciled to statements, and a fresh Profit & Loss and Balance Sheet so you always know what you actually made.
Do you file my taxes?
No. I keep your books clean and tax-ready, but I do not file taxes or do CPA work. I make sure your accountant or tax preparer has accurate numbers to work from.
What if I'm behind on my books?
Monthly service starts after a one-time QuickBooks Cleanup & Catch-Up gets you to a clean baseline. Once you're caught up, monthly bookkeeping keeps you there.
Do you work in QuickBooks Online?
Yes. I'm a QuickBooks Certified ProAdvisor and work primarily in QuickBooks Online, kept current so you can pull a real number any time you need one.
Ready for clean books?
Tell me a little about your business and I'll point you to the right plan and a real monthly price, usually within a day.