Monthly Bookkeeping That Keeps Your Books Current
Every month, we categorize your transactions in QuickBooks, reconcile your bank and credit card accounts, tie out A/R, A/P and loans, and send you clear financial reports — all at a fixed monthly price based on your volume and complexity.
What’s included every month
- Transaction categorization
- Bank and credit card reconciliations
- A/R, A/P and loan tie-outs
- Monthly financial reports
- QuickBooks setup and troubleshooting
- A real person to explain your reports
How monthly bookkeeping works
- 1
Online consultation
We talk through your business, your monthly volume and what you need help with.
- 2
Review your setup
We review your current records and QuickBooks. If your books are behind, we start with a cleanup.
- 3
Fixed monthly price
You get a set monthly price based on your volume and complexity. No surprise bills.
- 4
Monthly close and reports
Each month we categorize, reconcile and send your reports, with regular check-ins.
Why monthly bookkeeping pays off
Always up to date
Your books stay current every month, not just at tax time.
Fixed monthly pricing
A set price based on your volume and complexity. No surprise bills.
Reports that make sense
Clear monthly reports and a real person to explain them.
Frequently asked questions
What does monthly bookkeeping include?
Transaction categorization, bank and credit card reconciliations, A/R, A/P and loan tie-outs, and monthly financial reports in QuickBooks.
My books are behind. Can you still help?
Yes. We start with a cleanup and catch-up to bring your books current, then move you onto monthly bookkeeping.
Do I need to be in Minnesota?
No. Monthly bookkeeping is 100% remote and available to businesses in all 50 states.
How is pricing set?
Monthly bookkeeping is a fixed price based on your volume and complexity. Smaller needs can be billed by the hour with no retainer.
Can you also run my payroll?
Payroll is available to Minnesota businesses only. If your business is in Minnesota, we can combine payroll with your bookkeeping.
Better bookkeeping starts here — wherever you are.
Online consultations are the easiest first step. Office visits are by appointment only — no walk-ins.