Ongoing Service
Monthly Bookkeeping
Your books handled every month — accurately, on schedule, and in plain language you can actually use.
You should know where your business stands — every single month.
Most small business owners we talk to are either doing their own books on nights and weekends, or they have someone who's inconsistent and hard to reach. Either way, they're flying blind when it comes to making decisions. That's a problem we can fix.
Every month we categorize your transactions, reconcile every account, and deliver financial statements you can actually read. No jargon, no surprises. You get a clear picture of where your money went and where you stand — so you can make decisions with confidence instead of guesswork.
We work exclusively in QuickBooks Online, and we're a Gold Certified ProAdvisor firm — so your file is set up right, maintained right, and ready whenever your CPA needs it.
What's Included
- Transaction recording and categorization — every month, without fail
- Bank and credit card reconciliation across all accounts
- Monthly profit & loss statement and balance sheet
- Accounts payable and receivable tracking
- QuickBooks Online file maintenance and organization
- Clear monthly summary so you always know where you stand
Who This Is For
- Small business owners who are tired of doing their own books
- Growing businesses that need reliable numbers to make decisions
- Owners whose current bookkeeper is inconsistent or hard to reach
- Anyone who wants clean, current financials without the overhead
How it works
Intro call
We start with a short phone conversation — we want to understand your business, your current setup, and what's been frustrating you. No obligation, no sales pitch.
QuickBooks setup or review
If you're already in QuickBooks Online, we'll review your file and clean up anything that needs it. If you're not, we'll set it up correctly from the start.
Monthly close, every month
By a set date each month, your books are closed, reconciled, and financial statements are in your hands. You'll hear from us — not the other way around.
Ready to stop doing your own books?
Book a free 20-minute consultation and we'll tell you exactly what we'd recommend for your situation.
Or call us directly: 713-304-5754