Monthly Bookkeeping
starting as low as $99
Made for U.S. small business owners who want their books handled properly. We reconcile your accounts every month and hand you clean, tax-ready books, so you can focus on running your business.
- Books reconciled every month
- Reminders by text & email
- One fixed monthly fee
$299billed monthly, cancel anytimea month for bookkeeping
- Jan
- Feb
- Mar
- Apr
- May
- Jun
- Jul
- Aug
- Sep
- Oct
- Nov
- Dec
Every month of the year, reconciled and filed.
What's included in the package
One fixed fee covers your regular monthly bookkeeping work, so there are no surprises.
Bank & credit card reconciliation
Every account matched and reconciled, every single month.
Accounts receivable & payable
We track what customers owe you and what you owe vendors.
Monthly financial reports
You get a P&L and balance sheet every month, reconciled and accurate.
Ongoing support
Ask us about your books whenever you need.
What's covered in your bookkeeping
Whether your books are current or months behind, here's what we handle.
1. Monthly Bookkeeping
- Bank, credit card & AR/AP reconciliation every month
- Categorized transactions, ready for tax time
- Monthly P&L and balance sheet
- Suitable for sole props, LLCs, and S-Corps
2. Catch-Up & Cleanup
- For books that are behind or a mess
- We reconcile past months and fix miscategorized entries
- Brings you current, then rolls into monthly service
- Scope confirmed after a quick look at your books
3. Ready for Your Tax Preparer
- Clean, reconciled books handed off at tax time
- Reports formatted for your CPA or tax preparer
- We don't file your taxes, but we make filing easier
- Ask us for a referral if you need a tax preparer
Messy books get expensive
Falling behind on your books costs more than the bookkeeping itself. Here is what can happen when they're left messy.
Tax time turns into a scramble
Your tax preparer has to sort through a year of messy records, often at a higher cost to you.
Cash flow blind spots
Without current books, you don't really know what you can afford to spend.
Missed deductions
Messy books mean missed write-offs, so you end up paying more tax than you owe.
Higher audit risk
Poor records make it harder to support your numbers if the IRS ever asks.
Your monthly close, on a schedule
We reconcile every account and close your books by the same date each month.
| Step | What happens | When |
|---|---|---|
| Statements received | You send your bank & credit card statements | By the 5th |
| Reconciliation | We match and categorize every transaction | By the 10th |
| Reports delivered | P&L and balance sheet sent to you | By the 15th |
Your exact schedule is confirmed with you, based on your books and how you send us data.
What we need from you each month
Keep it simple. Send us these before the due date.
- Your bank and credit card statements
- Open customer invoices and vendor bills, for AR/AP
- Receipts for major purchases
- Any change in your business details
- Access to your accounting software, as needed
How it works
From the form to your first filed return in four steps.
Share your details
Answer a few short questions about your business.
We reach out to confirm scope
We confirm your bookkeeping schedule and what we need from you.
Send your monthly statements
Share your bank and credit card statements before the due date.
We reconcile and confirm
Your books are reconciled and you receive a confirmation.
Is this package right for you?
It is designed for small business owners who want their books handled properly, without hiring a full-time bookkeeper.
- You run a small business (sole prop, LLC, or S-Corp)
- You want clean, accurate books every month
- You want books ready to hand off to your tax preparer
- You prefer one fixed monthly fee
Run a partnership or corporation, or your books are behind? Send the form anyway and we'll tell you what we can do.
Monthly Bookkeeping Package
$299a month
- Monthly bookkeeping & reconciliation
- Due-date reminders
- Monthly financial reports
- Ongoing support for your questions
The exact scope is confirmed with you by phone or email before we start.
Monthly Bookkeeping starting as low as $99
Tell us a few details about your business. We'll contact you to discuss your bookkeeping needs.
- Books reconciled every month
- Reminders by text & email
- One fixed monthly fee
Your details are used only to contact you about your bookkeeping. We may contact you on the number you enter even if you don't finish the form.
Thank you
We've received your details. We'll reach out shortly to discuss your bookkeeping.
Questions people ask
Can't find your answer? Send the form and we'll reply on WhatsApp.
Who can take this package?
Small business owners — sole proprietors, LLCs, and S-Corps — who want their bookkeeping handled monthly.
What does $299 cover?
Monthly bookkeeping and reconciliation. We confirm the exact scope with you before we start.
Do you also file my taxes?
Not yet — we handle your monthly bookkeeping and hand off clean, reconciled books to your tax preparer. Ask us for a referral if you need one.
How will you contact me?
By phone, text, or email — whichever you enter in the form.
What do I need to send every month?
Your bank and credit card statements, open customer invoices and vendor bills, receipts for major purchases, and any change in your business details. We remind you before each due date.
My books are months behind. Can you still help?
Yes. We offer catch-up and cleanup bookkeeping to get you current, then roll you into monthly service.
I don't have an EIN yet.
Fill in the form, pick the option that fits, and we'll tell you the next step.
How do you use my details?
Only to contact you and to handle your bookkeeping.
Get your bookkeeping off your plate
$299 a month, with clean books delivered every month.