Monthly bookkeeping for service-based businesses that keeps your books current and gives you reliable numbers you can use.
Doing your own bookkeeping worked well when the business was smaller. But as client work, expenses, accounts, and decisions multiplied, the books started needing more time and attention than they once did.
You already know how to handle this, but keeping it current takes steady attention. And that responsibility is starting to compete with client work and the parts of the business only you can handle.
When your books are always waiting for the next open afternoon, your numbers are usually a step behind the business you’re trying to run.
If that’s where you are—it might be time to take bookkeeping off your to-do list.
You stay in charge of your business and the decisions that come with it. I take responsibility for the recurring bookkeeping work that keeps your records current and your monthly reports reliable.
When we work together, I learn how money moves through your business, ask when something needs context, and let you know when I see something that deserves your attention. Each month, you’ll receive your reports with a short written summary of anything noteworthy, and I’m available to talk through the numbers by phone or video.
I work carefully, communicate directly, and ask rather than guess, so you can step away from managing the books yourself while staying connected to what they’re telling you.
I’ll review and categorize your transactions each month, so your books stay current without taking time away from your clients and the work of running your business.
I’ll prepare monthly reports from your current books, so you can see your income, expenses, and profit—and use those numbers when pricing, planning, and deciding what comes next.
I’ll answer questions as they come up and talk through the numbers with you by phone or video, so you remain connected to the financial side of your business after the bookkeeping leaves your list.
We’ll talk through your books, your business, and what you’d like to hand off—so you know what kind of support makes sense.
I’ll categorize your transactions, reconcile your accounts, review the books, and prepare your reports each month—so everything stays current and you stay informed without managing the work yourself.
Your books stay current and your numbers are ready when you need them—so you can make decisions, plan ahead, and keep your attention on running your business.
I’ll reconcile each financial account to its statement, so your books reflect what happened and you can use the numbers without wondering what was missed.
I’ll review your books for anything unusual, missing, or unclear, so questions are handled while details are fresh and small issues don’t follow you into another month.
With everything I need by the 5th, I’ll deliver reports by the 10th or the next business day, so you know when your numbers will be ready and can use them while the month is still fresh.
I’ll highlight anything noteworthy in a short written summary, so you know what deserves attention without deciphering every line of every report.
I’ll prepare year-end reports for your tax preparer, so you can hand over organized information without a last-minute scramble to pull everything together.
I can add invoicing, approved bill payments, sales tax filings, or 1099s to your plan, so your support grows with your business, and more recurring work can leave your list.
Your part is to provide any statements or supporting documents I can’t access and answer questions that require context about the business. When I receive everything needed by the 5th, I’ll have your reports ready by the 10th or the next business day.
Yes. It’s still your QuickBooks Online file, and you can continue using the parts of it that support your day-to-day business. We’ll agree on who handles each task so nothing is entered twice or changed while I’m completing the monthly work.
No. I will not ask for your private login credentials. You’ll make any connections that require your credentials, or provide authorized business-user access when it’s available. If an account can’t be connected, you can provide the monthly statements instead.
We’ll begin by reviewing where the books stand. If transactions need to be brought current, you may need catch-up work first; if existing records need correction, the books may require cleanup. I’ll explain what needs to happen and provide a separate quote before monthly bookkeeping begins.
Monthly pricing is based on transaction volume, the number of financial accounts, and any additional services you need. Your proposal will state the scope and monthly fee before we begin.
I review pricing annually rather than changing it whenever the business has a busier month. If there isn’t enough history for an accurate initial quote, we’ll agree to a 90-day review in advance.
A tax preparer and a monthly bookkeeper serve different roles. I keep your books current throughout the year and prepare the reports your tax preparer needs at year-end. Your tax preparer receives organized information to work from, and you have useful numbers well before it’s time to prepare your return.
What to Do First, Next, and Last When Your Books Are Behind.
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