Monthly Bookkeeping

This service is for business owners who want their books kept accurate every month, without falling behind or scrambling at tax time. 

What’s included each month:

• Monthly categorizing
  All income and expenses are categorized consistently and accurately.
   
• Bank & credit card reconciliation
  We match your books to your statements so that balances are correct.
   
• Monthly financial reports
  Profit & Loss and Balance Sheet are delivered monthly.
   

• Clean, organized books every month
   
• Clear visibility into income and expenses
   
• Confidence that your numbers are accurate and up to date
   

Best for businesses that want consistent, accurate books every month

Includes:

• Monthly categorization of income and expenses
   
• Bank & credit card reconciliation
   
• Monthly financial reports (Profit & Loss, Balance Sheet)
   
• Ongoing accuracy and consistency
   

Pricing is based on:

• Average monthly transaction volume
   
• Number of bank/credit card accounts
   
• Complexity of the business 

All bookkeeping services are performed by a certified, QuickBooks-focused bookkeeper. 

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