Monthly transaction processing
Regular bookkeeping work keeps incoming and outgoing activity from building into another backlog.
Monthly Bookkeeping
Monthly bookkeeping that helps you stay current after the cleanup is done
Once the bookkeeping records are caught up, ongoing monthly bookkeeping helps keep things that way. I process transactions, reconcile key accounts, and keep your records more orderly so year-end is easier for both you and your CPA.
Routine reconciliations
Bank and credit card accounts are reviewed and reconciled so issues are easier to spot earlier.
Smoother year-end handover
Current bookkeeping records help your CPA move through tax-season work with fewer bookkeeping delays.
Why it matters
Staying current reduces stress for the business owner
- Less scrambling at year-end
- Fewer surprises from unreconciled accounts
- Better continuity after catch-up work is complete
- A cleaner workflow with your CPA or accountant
Good fit for
Businesses that have already completed cleanup, companies that want consistent bookkeeping support, and owners who want a steady monthly process rather than rebuilding from scratch every year.
This service focuses on bookkeeping support only. Tax returns and tax advice stay with your CPA.
Typical scope
What ongoing monthly support can include
Posting monthly activity
Maintaining the bookkeeping records on a regular schedule so transactions stay current.
Reconciling key accounts
Checking that balances line up and flagging issues before they compound.
Preparing for handoff
Keeping the file in better shape for year-end review or tax preparation by your CPA.
Monthly pricing
Monthly bookkeeping is recurring and charged per month
Monthly bookkeeping is recurring and charged per month. This is separate from once-off catch-up project fees.
from $295/month
Best for lower transaction volume businesses that need steady monthly maintenance.