Monthly Bookkeeping Services

Overview

Monthly Bookkeeping Services help businesses maintain accurate, organized, and current financial records throughout the year.

Who This Is For

• Growing businesses needing consistent bookkeeping
• Owners who want dependable monthly reporting
• Businesses that need reconciled accounts
• Companies seeking improved financial organization
• Owners who want more time to focus on operations

What Is Included

• Monthly transaction categorization
• Bank and credit-card reconciliations
• Month-end financial review
• Financial reporting support
• Identification of missing or unusual transactions
• Ongoing bookkeeping communication

The Process

1. 1Complete the Accounting & Bookkeeping Assessment.
2. 2Resolve any required cleanup.
3. 3Receive the proposed monthly scope and fee.
4. 4Sign the service agreement.
5. 5Establish the private recurring payment arrangement.
6. 6Complete monthly document submission and review.

Your Responsibilities

You must provide timely records, account access, statements, receipts, and responses to bookkeeping questions each month.

What Is Not Included

• Tax-return preparation
• Tax representation
• Payroll processing (unless separately stated)
• Legal advice
• Audited financial statements
• Services outside the agreement

Frequently Asked Questions