What is included every month
- Transaction categorization — every bank, credit card, and payment-processor line coded correctly.
- Account reconciliation — bank and credit card accounts tied out to statements so nothing is missing or double-counted.
- Accounts payable and receivable tracking — what you owe and what you are owed, kept current.
- Month-end close — accruals, prepaids, and adjusting entries so the period actually closes.
- Financial statements — profit and loss, balance sheet, and cash flow delivered on a set date.
- A standing check-in — time on the calendar to walk through what the statements are telling you.
Why a real close matters
Plenty of bookkeeping stops at "everything is categorized." That is data entry, not accounting. Without reconciliation and a close process, a profit and loss statement can look perfectly reasonable and still be wrong — duplicated deposits, transfers booked as income, expenses sitting in the wrong period.
The difference shows up when it counts: when a lender asks for two years of statements, when a buyer runs diligence, or when you are deciding whether you can afford another employee. Books that close cleanly answer those questions. Books that do not, cost you time and credibility.
How it is priced
Monthly bookkeeping is a flat monthly fee based on the number of accounts, transaction volume, and how many moving parts your business has — payroll, inventory, multiple entities, job costing. You get the number in writing after the consult, before any work starts. See pricing for what each package covers.
Getting started
If your books are current, onboarding is usually a week: access setup, a review of your chart of accounts, and agreement on the reporting package you want. If you have a backlog, that gets handled first as a catch-up and cleanup project, then monthly service begins from a clean starting point.