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Monthly Bookkeeping

Know Where Every Dollar Went

Your books stay current every month, whether you're up to date today or a year behind. Then we walk you through the numbers so you know how the business is really doing.

Busy but always short on cash? We show you where the money goes, when it's coming in, and how to plan for slow months.

What You Get

What Happens Every Month

  • Books closed and current

    Every month, not just at tax time.

  • Accounts reconciled

    Bank and credit card accounts matched to your books.

  • A monthly walkthrough

    We go through your numbers with you, so you know what came in, what went out, and what to plan for.

  • Cash flow you can see

    Where the money goes, when it's coming in, and how to plan for slow months.

  • Lender and tax ready

    Reports ready for your lender or your tax return.

  • Set up around your business

    Your books are set up around how your business actually runs.

Is This You?

Busy Business, Empty Bank Account?

When the business is busy but the money isn't there, we go through your books line by line to find out why.

  • “I haven't touched the books in months.”
  • “I don't know what I'm going to owe in taxes.”
  • “I don't know what I don't know.”
How It Works

Three Steps, Then It's Off Your Plate

  1. Tell us where things stand.

    Current, a few months behind, or a year behind. We'll talk through it.

  2. We catch up and clean up.

    We get your books current and set up around how your business actually runs.

  3. We keep it current.

    Every month your books are closed, and we walk you through the numbers.

FAQ

Monthly Bookkeeping Questions

Getting Started

What do I need to get started?

Usually last year's tax return and your bank and credit card statements. Once we know what you need, we'll send you a short list.

Can you help if my books are behind?

Yes. Whether you're up to date today or a year behind, we get your books current and keep them that way.

Every Month

What happens each month with bookkeeping?

We keep your books current, then walk you through the numbers so you know what came in, what went out, and what to plan for.

Let's Get Your Taxes & Books
in Order Today

No more guessing. No more scrambling before tax time. Whether you need taxes filed, your books cleaned up, or your property taxes protested, we'll take it off your plate and dial your stress down.

Get A Quote Now