Monthly Bookkeeping Services
Bookkeeping You Can Count On Every Month
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.
We offer four bookkeeping packages designed to grow with your business, starting with basic oversight to high frequency full service support. Construction businesses have dedicated packages built around how contractors actually work.
Our Bookkeeping Services Include:
Reconciliation of bank, credit card, and loan accounts
Transaction categorization and data feed maintenance
Expense tracking and accounts receivable review
Financial reporting — quarterly or monthly depending on your package
Year-end support and CPA coordination included
Additional Services
Accounting software review, set up & conversion
Training for QuickBooks Desktop, QuickBooks Online & Xero
Bookkeeping Cleanup
Construction Bookkeeping — specialized packages for contractors including job costing, project tracking, and subcontractor management
1099 filing included in select packages, available as an add-on
Sales Tax filing
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