1. Gather records
Collect bank and credit card statements, supporting documents, and relevant account activity. Identify missing records and changes such as a new account or payment processor.
Autumn Endeavors
Monthly Bookkeeping for Small Businesses
Spend less time catching up on your books. Keep transactions organized, accounts reconciled, and financial reports available through a consistent QuickBooks Online process.
A dependable monthly routine
Know what happens to your books each month
Monthly bookkeeping keeps routine financial work from piling up. We work through your records, resolve questions with you, and prepare reports according to your agreed scope.
It is a practical fit if you are doing the books late at night, struggling to keep accounts current, or ready to hand the routine work to someone else.
2. Organize transactions
Categorize income and expenses in QuickBooks Online. Review transfers and potential duplicates so activity is recorded consistently.
3. Resolve open questions
Ask you about unfamiliar purchases, missing receipts, and transactions needing context. Your answers help us avoid guessing how activity should be recorded.
4. Reconcile accounts
Compare bookkeeping records with bank and credit card statements. Investigate differences and identify items that need correction or follow-up.
5. Review the records
Review unresolved items and inconsistent balances within the agreed bookkeeping scope. Flag questions that require your input or coordination with your tax professional.
6. Prepare your reports
Provide the financial reports included in your proposal and communicate outstanding bookkeeping questions. Establish the delivery schedule during onboarding.
What you receive
Organized records you can use
Your monthly service includes transaction categorization, reconciliation of agreed bank and credit card accounts, financial reports, and ongoing bookkeeping support.
A profit and loss report summarizes income and expenses over a period. A balance sheet shows assets, liabilities, and equity at a point in time. Your proposal will identify the reports you receive, their delivery schedule, and the support included.
We maintain an organized chart of accounts and workflow in QuickBooks Online so your records are easier to review and share with your tax professional.
What we need from you
A simple working partnership
- Access to QuickBooks Online and the records needed for your agreed service.
- Complete bank and credit card statements and supporting receipts or documents.
- Timely answers to bookkeeping questions.
- Notice of new accounts, loans, payment processors, or major business changes.
We will agree on how to exchange documents and questions during onboarding. Use approved account access rather than sharing your personal passwords.
Set clear expectations
Timing depends on complete records
We agree on a monthly routine and reporting schedule during onboarding. Missing statements, unanswered questions, or older bookkeeping issues can delay completion. We will identify outstanding items and discuss the next steps with you.
If your books need work before monthly service begins, we can scope a separate cleanup or catch-up project.
Support that fits your needs
Monthly pricing and optional extras
Monthly bookkeeping ranges from $300-$1,500. Your quote depends on transaction volume, number of accounts, and bookkeeping complexity. We agree on the scope and fee before work begins.
Setup, cleanup, bill pay, invoicing, and payment-reminder support are quoted separately. Your proposal also confirms how your QuickBooks Online subscription will be handled.
Compare packages and optional add-on services
Bookkeeping services only. Tax preparation and payroll processing are not offered.
A clear next step
Ready for a steadier bookkeeping routine?
Use a free 15-minute consultation to discuss your accounts, current records, and the work you would like to hand over.