Monthly Bookkeeping for Small Businesses
Simple, dependable bookkeeping from an experienced CPA — so your books stay accurate, organized, and ready for tax time.
Straightforward Monthly Bookkeeping for Small Businesses
If your business isn't complicated, your bookkeeping shouldn't be either.
I provide monthly bookkeeping for small, established businesses that want accurate, tax-ready books without having to do the bookkeeping themselves.
Monthly bookkeeping starts at $250/month.
Services That Go Beyond the Numbers
Monthly or Quarterly Financial Statements
I can deliver regular income statements and balance sheets—so you always know exactly where your business stands.
Monthly Account Reconciliation
Bank and credit card accounts are reconciled regularly to help keep your books accurate, current, and ready for tax time.
Experienced CPA Oversight
Your bookkeeping is handled with the benefit of more than 30 years of accounting and tax experience.
I review your accounts with an eye toward accuracy, consistency, and keeping your records ready for tax time. If something doesn't look right, I'll let you know.
Security & Fraud Prevention
Regular account reconciliation helps uncover missing or unauthorized transactions, control bank fees, and guard against internal theft.
Expert Tax Planning & Preparation
Through partnership with my bookkeeping services, you'll benefit from proactive tax planning and accurate preparation—maximizing savings and reducing worries during tax season.
Ready to Make Bookkeeping One Less Thing to Worry About?
Schedule a phone consultation to discuss your bookkeeping needs, current systems, and whether we're a good fit to work together.
This brief call helps clarify scope, timing, and next steps.
Bookkeeping Services FAQs
What types of businesses are the best fit for your bookkeeping services?
My monthly bookkeeping services are designed primarily for small businesses with straightforward accounting needs. Service-based and professional businesses with a manageable number of monthly transactions, a small number of bank and credit card accounts, and little or no inventory are often an especially good fit.
If your business is already running reasonably smoothly and you simply want dependable help keeping your books accurate and current, we may work very well together.
How much does monthly bookkeeping cost?
Monthly bookkeeping services start at $250 per month, plus applicable QuickBooks Online subscription costs.
Your actual fee will depend on factors such as transaction volume, the number of bank and credit card accounts, and the overall complexity of your bookkeeping.
I'll review your needs before we begin so you'll know what your monthly fee will be.
Do my books need to be current before we start?
Ideally, yes. My monthly bookkeeping service is best suited for businesses whose books are already reasonably current.
If some catch-up or cleanup is needed before monthly bookkeeping can begin, I'll let you know after reviewing your books. Significant cleanup or catch-up work is priced separately and, depending on the circumstances, may not be a service I can accommodate.
Do you work with QuickBooks Online?
Yes. QuickBooks Online is my preferred accounting platform for monthly bookkeeping clients.
If you're currently using another accounting system, we can discuss whether transitioning to QuickBooks Online makes sense before beginning monthly service.
What's included in monthly bookkeeping?
Services vary somewhat depending on the business, but monthly bookkeeping generally includes transaction categorization, reconciliation of bank and credit card accounts, routine bookkeeping adjustments, review for unusual or inconsistent activity, and standard financial reports.
The goal is simple: keep your accounting accurate, organized, current, and ready for tax time.
Do you provide payroll, accounts payable, or invoicing?
My monthly bookkeeping service focuses on maintaining accurate accounting records rather than handling the day-to-day administrative functions of your business.
I don't process payroll directly, but I can help ensure payroll activity is properly reflected in your books and generally recommend using QuickBooks Payroll or another established payroll provider.
Bill payment, customer invoicing, and collections are not included in my bookkeeping services.
I do prepare annual Forms 1099 for contractors as needed.
Can you prepare my business tax returns too?
Yes. I provide business and individual tax preparation services in addition to monthly bookkeeping.
Many clients appreciate having their bookkeeping and tax work handled by the same CPA. Because I'm already familiar with your business and accounting records, tax preparation can be more streamlined and potential issues can be identified during the year rather than discovered at tax time.
How do I get started?
Start by contacting me with a little information about your business and your current bookkeeping setup.
I'll want to know what your business does, which accounting software you use, whether your books are currently up to date, approximately how many bank and credit card accounts you have, and the general level of monthly activity.
From there, I can determine whether my monthly bookkeeping service is a good fit and discuss pricing and next steps with you.