Monthly Bookkeeping is important for keeping your business on track
Perfect for small business owners who want reliable, accurate books — without the stress. I reconcile accounts, prepare clean monthly reports, and answer quick questions so you always know where you stand.
Clean‑Up is required before starting monthly packages.
All Packages Include:
Monthly bank & credit card reconciliations
Categorizing income & expenses (with uncategorized follow-ups)
Monthly financial reports (P&L, Balance Sheet)
Email Support for quick questions (24-48 hour response)
Pricing
Starting at $350 per month
Scroll down to see package pricing…
Bookkeeping Packages
Choose the bookkeeping package that fits the pace and complexity of your business. Each option ensures accurate, tax-ready books with the level of attention and support that’s right for you.
Basic Monthly — Starts at $350 per month
For solopreneurs with simple needs.
Up to 100 transactions/month
1 bank or credit account
Monthly reconciliation & reports
Add-Ons
+$55 per additional 50 transactions/month
+$55 per extra bank, credit, or loan account
+$110 for accounts with frequent internal transfers
+$110/hour for additional consulting
Standard Monthly — Starts at $500 per month
For growing businesses that need more attention.
Up to 250 transactions/month
Up to 2 bank or credit accounts
Monthly reconciliation & reports
Quarterly consultation (1 hour)
Email & phone support
Premium Monthly — Starts at $700 per month
Tailored monthly support for businesses with more complexity.
Up to 700 transactions/month
Up to 3 bank, credit, or loan accounts
Monthly reconciliation & reports
Monthly consultation (1 hour)
Priority email & phone support
All fees are payable prior to any work performed. All work will be performed according to the scope of engagement, all requests for work in excess of the scope of the engagement will be assessed and charged as “Additional Services".
Accounts with high volume, frequent transfers, or more than 3 accounts may be quoted higher.
*Clean‑Up is required before starting monthly packages.
**Complexity determines the final cost
❓ Monthly Bookkeeping – FAQs
What’s included in monthly bookkeeping?
I reconcile your accounts, categorize transactions, review for accuracy, and provide up-to-date financial reports each month. You’ll always know where your business stands financially.
Do you replace my accountant or tax preparer?
No. I keep your books accurate and tax-ready, but I don’t file taxes. Many clients share my reports directly with their accountant for smooth year-end filing.
Do my books need to be perfect before starting monthly service?
Not at all — but if your books are messy, inaccurate, or have issues that would create extra work, we’ll start with a Cleanup to get everything in order before moving into monthly bookkeeping.
Can I add payroll or advisory services later?
Yes. Many clients start with bookkeeping and later add payroll facilitation or advisory as their needs grow.