Monthly Bookkeeping Services
Stay on Track with our Monthly Bookkeeping Services
Proper bookkeeping is a crucial part of running a successful small business. Without organized records of sales, expenses, accounts receivable and payable, assets, and liabilities, you’ll quickly lose track of your company’s financial health.
For your convenience, we offer multiple bookkeeping packages.
Our Bookkeeping Services Include:
Recording transactions in QuickBooks or Xero
Document management (bank statements, loan documents, etc.)
Monthly reporting
Unlimited emails & texts to answer all your questions
Quarterly online review meetings to look at your books
Additional Services
Accounting software review, set up & conversion
Training for QuickBooks Desktop, QuickBooks Online & Xero
Bookkeeping Clean Up
Payroll
Sales Tax
Year-end consolidation – 1099’s and audit support
Transaction classification, multiple locations, inventory tracking, job costing
How It Works
Schedule an Initial Consultation
Reach out to us to book a free consultation. We’ll discuss your specific needs and identify areas for improvement.
Create and Accept Proposal
After our initial conversation, we’ll draft a customized proposal outlining our services and pricing. Once you review and accept it, we’ll move forward together.
Questionnaire & Communicate
To tailor our approach, you’ll fill out a brief questionnaire. Throughout the process, we’ll maintain open communication to ensure we’re aligned on your needs and progress.
Schedule Start Date
We’ll work with you to determine a convenient start date for our services, ensuring a smooth transition.
Still Have Some Questions?
Call us for a Free Consultation at (774) 521-3903