Services › Monthly Bookkeeping
Monthly bookkeeping means your books are done and checked every month, not scrambled together at tax time. We categorize every transaction in QuickBooks Online, reconcile every bank, credit card and loan account to its statement, and send you a Profit & Loss and Balance Sheet you can actually use.
It's the service most of our clients start with. Plans start at $250 per month, priced by how many accounts and transactions you have, with a 60-day money-back guarantee.
What's included
- Categorizing every bank and credit card transaction
- Reconciling every bank, credit card and loan account each month
- Recording owner contributions, owner draws and loan payments correctly
- Tracking receipts and attaching them where needed
- A monthly Profit & Loss and Balance Sheet
- One short list of questions each month instead of scattered emails
How it works
- Free call. We look at your current books, accounts and transaction volume and give you a set monthly price.
- Access. You share QuickBooks Online and bank-feed access. No passwords to your bank, just read-only feeds.
- Monthly close. Each month we categorize, reconcile and review everything, then send your financial statements.
- Check-in. Questions come to you in one list, and we're available for a quick call whenever you want to talk through your numbers.
Who it's for
Owners who want accurate books every month and would rather spend their time running the business. It works especially well for service businesses, contractors, medical and wellness practices, real estate investors and anyone with more than a handful of transactions a week.
More than a bookkeeper
We're more than a bookkeeper who keeps your books current. Every month we look at your numbers and tell you what they mean: where margins are slipping, which costs are creeping up, and practical ideas to make and save more money. Think of us as a light fractional CFO, at a bookkeeping price.
Frequently asked questions
How much does monthly bookkeeping cost?
Plans start at $250 per month. Your price depends on the number of bank and credit card accounts and how many transactions you have each month. Most clients pay around $500 per month. Book a quick call and we'll give you an exact quote.
What if my books are behind?
We catch them up first with our catch-up and cleanup service, then start monthly bookkeeping from a clean starting point.
Do I need QuickBooks Online?
Yes, we work in QuickBooks Online. If you don't have it yet or use QuickBooks Desktop, we'll set it up or move you over.
Related services
We serve small businesses across Arizona, including Gilbert, Mesa, Chandler, Queen Creek, Phoenix and Scottsdale. See all service areas.
What Our Clients Say
★★★★★ 5.0 on Google
Get your books in order
Plans start at $250 per month, and most clients pay around $500. Book a free call and we'll look at where your books stand today and give you an exact quote.