Service
Monthly Bookkeeping
Ongoing bookkeeping for businesses that want their records kept current instead of scrambling at year-end.
Best for
- Contractors
- Owner-operators
- Service businesses
- Businesses that want current monthly records
Common problems solved
- Falling behind each month
- Uncategorized transactions
- Unreconciled bank or credit card accounts
- No clear view of business expenses
What this includes
- Bank and credit card reconciliations
- Transaction categorization
- Monthly review of records
- Basic monthly reports when needed
- Organized records for year-end
What this does not include by default
- Corporate tax filing
- CPA review or assurance work
- Payroll processing unless added
- Full accounts payable or invoicing unless added