Services

Monthly Bookkeeping

Clean, tax-ready books every month so you always know where your business stands.

For solopreneurs and simple service-based businesses with low monthly transaction volume.

Starting at $300/month

Final monthly price depends on business complexity and level of support.

Before quoting, I review the condition of your books, number of entities, activity level, and support needs.

Entities, accounts, returns, states, reporting, and review frequency are agreed in the engagement.

Contact Me Schedule a Discovery Call Get a price estimate

What's included

Books & reporting

  • Done-for-you monthly bookkeeping The monthly entries are handled for you.
  • Monthly bank and credit card reconciliation Bank and credit card balances are reconciled each month.
  • Tax-ready financial statements Statements are prepared monthly and kept tax-ready.
  • Simple monthly summary A short summary shows where the business stands.

Close & setup

  • Tax-ready year-end close file The year-end file is organized for tax preparation.
  • Simple onboarding checklist and access setup A checklist covers access and setup before the work starts.

Priced separately

  • Additional entities, returns and historical cleanup are scoped separately.
  • Accounts payable and accounts receivable services are not included.

Questions about this service

How much does monthly bookkeeping cost?
Monthly bookkeeping starts at $300/month. Final price depends on business complexity and level of support. I review your books, number of entities, activity level, and support needs before quoting.
Are additional entities, returns, cleanup, AP or AR included?
Additional entities, returns and historical cleanup are scoped separately. Accounts payable and accounts receivable services are not included.
How do we start working together?
We discuss your needs and agree on scope and price before signing an engagement. Client documents and access are then handled through the secure client portal.

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