Monthly Accounting Services

Built for small business owners who want clean books, consistent support, and peace of mind year-round.

You’re busy running your business. Our monthly accounting service keeps your books accurate, your questions answered, and your tax season stress-free.

What’s Included

Once you’re onboarded, we handle your books every month—on time and without the back-and-forth. Each month includes:

  • Categorization and reconciliation of linked business accounts

  • Monthly financial statements (Profit & Loss and Balance Sheet)

  • Ongoing communication and Q&A through a secure client portal

  • End-of-year tax-ready financials

  • Priority access for tax preparation and planning

You’ll know exactly where things stand—without chasing us down for answers or wondering what’s next. We invest in user friendly software that allows us to communicate with you about your books and adjust them directly in the software.

Optional Add-Ons

Every business has different needs. We offer additional services for businesses that need more hands-on support:

  • Payroll filing and coordination

  • Sales tax tracking and filings

  • AR and AP tracking

  • Budgeting, forecasting, and cash flow support

  • Catch-up or cleanup bookkeeping

  • Quarterly check-ins for financial review and planning

  • Quarterly tax planning

  • 1099s and/or W2s

  • 940, 941s, DE9, DE9c

Our Process

We keep things streamlined and secure—here’s how it works:

  1. Onboarding: Once your engagement letter is signed, we’ll send a checklist and organizer through your client portal.

  2. Monthly Work: You’ll link your accounts, upload documents, and we’ll reconcile everything monthly.

  3. Reporting: Each month, you’ll receive clear, accurate financials—no jargon or delays.

  4. Year-End Prep: We make sure everything is ready for tax season and transition smoothly into return preparation if you're also a tax client.

Why Work With Us

  • Consistent: Your books are closed on time, every month—no ghosting, no gaps.

  • Clear: Everything is tracked, explained, and documented in your secure portal.

  • Strategic: You’re not just getting bookkeeping—you’re getting a long-term partner focused on helping you grow.

Pricing

Flat-rate monthly packages start at $300/month. Monthly packages are customized based on transaction volume, account complexity, and add-ons. Our hourly rate is $125/hour.

Let’s Talk

Want to stop worrying about your books?
Schedule a free consultation, and let’s build a monthly accounting plan that fits your business.