Monthly Bookkeeping
Current books, closed every month
Your transactions categorized, your accounts reconciled and your statements delivered on a monthly cadence — so the numbers are ready when a decision or a deadline arrives.
What's included
Transaction categorization
Consistent coding against a chart of accounts built for your business.
Bank & credit-card reconciliation
Every account tied out monthly, with differences investigated rather than plugged.
Monthly financial statements
Profit & Loss and Balance Sheet delivered on a predictable schedule.
Profit & Loss review
Margins and expense lines reviewed for anomalies before they compound.
General ledger review
Suspense, ask-my-accountant and miscellaneous accounts cleared, not accumulated.
Month-end close
Accruals, owner draws, loans and payroll clearing handled as part of the close.
Who this is for
- Service businesses and agencies
- E-commerce and subscription businesses
- Professional practices with staff or contractors
- Owners who currently close their books only in April