Monthly Bookkeeping
A dedicated bookkeeper keeps your ledger current every single month — every transaction categorized, every account reconciled and your books closed by the 10th.
10th
Books closed by the 10th, every month
200+
US businesses served
48h
Onboarding from signed quote
What's included
Everything below is part of the service — no add-ons, no surprise line items.
- Transaction categorization
- Bank & credit card reconciliation
- Month-end close by the 10th
- Monthly P&L, balance sheet & cash flow
- Receipt and document management
- Monthly review call on request
Who it's for
- Founders who want to stop doing their own books
- Growing e-commerce & agency teams
- Businesses preparing for funding or loans
The result
Accurate, up-to-date books you can make decisions with — without lifting a finger.
Start with a free consultationHow it works
A clear, proven process — you'll always know what happens next.
- Step 01
Connect your accounts
Secure, read-only connections to your bank, cards and payment platforms — set up in one call.
- Step 02
We categorize everything
Every transaction is coded to the right account using rules built for your business.
- Step 03
Reconcile & review
All accounts are matched line-by-line and anything unusual is flagged to you.
- Step 04
Close & report
Books close by the 10th with your P&L, balance sheet and cash flow in plain English.
Common questions about monthly bookkeeping
How quickly are my books updated?
Transactions are categorized weekly at minimum, and the month is fully closed and reported by the 10th of the following month.
Do I need to switch accounting software?
No. We work inside your existing QuickBooks, Xero, Sage or Zoho setup — and if you have none, we set one up for you.
Can I reach my bookkeeper between closes?
Yes. You get a dedicated bookkeeper reachable by email and WhatsApp, plus a monthly review call whenever you want one.
Explore our other services
View allCatch-up & Clean-up
Months or years behind? We rebuild messy ledgers into audit-ready records fast.
Learn moreBank Reconciliation
Every bank, card and loan account matched line-by-line so your balances are true.
Learn morePayroll Management
Accurate payroll runs, filings and contractor 1099s through Gusto, ADP or QuickBooks.
Learn moreLet's get your books in perfect order.
Book a free 30-minute consultation. We'll review your books and send a fixed quote — no obligation.