Monthly Bookkeeping
Stop spending your nights wrestling with spreadsheets. Our certified team handles every transaction, bank reconciliation, and credit card (CC) reconciliation on QuickBooks Online — keeping your books 100% accurate, organized, and tax-ready.
What's Included
- Daily transaction recording & categorization
- Professional bank reconciliation
- Credit card (CC) reconciliation & matching
- Monthly financial statement preparation
- Real-time QuickBooks Online dashboard access
- Dedicated certified bookkeeper assigned to your account
- End-of-month close within 5 business days
Who This Is For
How It Works
Connect Your Accounts
We securely link your bank feeds and credit cards to QuickBooks Online with read-only access.
We Categorize & Reconcile
We perform daily bank reconciliation and credit card (CC) reconciliation to match every transaction.
Review Your Reports
Receive clean, GAAP-compliant monthly financial reporting and real-time dashboard access.
Frequently Asked Questions
How many transactions can you handle per month?
We support businesses with anywhere from 50 to 5,000+ monthly transactions. Your flat-rate plan is customized based on your volume and account complexity.
Which accounting software do you use?
We are certified specialists in QuickBooks Online and Xero. We set up, optimize, and manage your ledgers on these platforms to ensure clean data.
How quickly will my books be updated?
We categorize transactions weekly or daily depending on your plan, with the full monthly close completed within 5 business days after month-end.
Is my financial data secure?
Absolutely. We use bank-level 256-bit encryption and follow SOC 2 compliant processes. We connect to your bank feeds using read-only access via secure integrations like Plaid.
Ready to Streamline Your Finance Operations?
Let's build a custom plan that fits your business needs perfectly.
Request Your Free Proposal