Monthly bookkeeping, closed on a calendar you can count on.
We record, categorize and reconcile every transaction in QuickBooks Online, Xero or Zoho Books, then close your books each month and walk you through the numbers.
$30 an hour, with a written estimate after a free 30-minute call. Cancel with 30 days’ written notice.
What monthly bookkeeping covers
The same jobs every month, done the same way, so your numbers are ready when you need them.
No.What owners deal withWhat you get
01
Transactions pile up. Bank and card feeds fill with uncategorized items and guesses.
Every transaction categorized to the right account, with nothing left in “Uncategorized”.
02
Balances don’t match. The books say one thing and the bank statement says another.
Bank, credit card and loan accounts reconciled to statements every month.
03
Who owes what is unclear. Unpaid invoices and bills get lost between inboxes and the books.
Accounts payable and receivable kept current, so you know who to chase and who to pay.
04
Expenses land in the wrong month. Annual subscriptions, insurance and accrued costs distort your margins.
Accruals and prepaid adjustments, plus loan and fixed asset schedules.
05
The month never really ends. Without a close date, the books are never quite finished.
A month-end close on a set date we agree with you, and a monthly review call.
How it works
Who does what
We handle
- Transaction categorization
- Bank, credit card and loan reconciliations
- Accounts payable and receivable tracking
- Accruals, prepaids, loan and fixed asset schedules
- Month-end close and a monthly review call
You or your advisers handle
- Approve and pay your bills (or use our bill pay support)
- Answer the occasional question about a transaction
- Income tax returns, prepared by your CPA
Straight answers
- How much does monthly bookkeeping cost?
- Our rate is $30 an hour. Monthly hours depend on how many accounts and transactions you have, so after the free call you get a written estimate before we start.
- Do you work in QuickBooks Online, Xero or Zoho Books?
- All three. We keep the books in QuickBooks Online, Xero or Zoho Books and connect them to tools like Gusto, Shopify, Amazon, Stripe and Bill.com.
- We’re a few months behind. Can we start monthly bookkeeping now?
- Yes. We catch you up first as a fixed-price or hourly project, then move you onto the monthly close.
- Is there a long contract?
- No. Monthly bookkeeping is open-ended, with no fixed term. You can cancel any time with 30 days’ written notice.
Tell us where your books are at.
Which software you use, how far behind you are, what’s bugging you. The first call is 30 minutes, free, and you’ll leave knowing what we’d fix first.
Book a free 30-minute call