Client portal Book a consultation

Bookkeeping · Clear records

Monthly bookkeeping

For owners who want the books to keep pace with the business. A recurring close brings transactions, account balances, and reporting into one dependable routine.

Explore the details

What the work includes

A useful result,
clearly defined.

These are the deliverables to discuss when agreeing on your scope.

  1. 01

    Transactions with context

    Categorization of agreed bank and card activity, with a question list for items that need your explanation.

  2. 02

    Balances that tie together

    Reconciliation of accounts in scope to the records supplied. Unresolved differences are raised instead of quietly carried forward.

  3. 03

    A close you can read

    A profit and loss statement, balance sheet, and a concise summary of open questions and changes worth discussing.

When it fits

Does this sound familiar?

  • Your opening balances are reliable and you want to keep them that way.
  • You need a regular picture of income and expenses, not a scramble at year-end.
  • You can provide statements and answer questions about unfamiliar transactions.

A useful distinction

Current books make a better starting point.

Recurring work and historical repairs solve different problems. We establish the starting balance before setting a monthly rhythm.

Already current
Begin with an account and workflow review, then agree on the monthly close.
Months missing or balances doubtful
Scope catch-up or cleanup first, with a clear handoff into recurring work.

Prepare for the conversation

The records behind the work.

  • Bank, credit card, and loan statements for the agreed accounts
  • Access to the existing bookkeeping file, if there is one
  • Supporting records for sales, purchases, and owner transfers
  • A contact who can resolve transaction questions

Gather these for an agreed secure handoff. Do not send sensitive documents through this website.

How it moves forward

  1. 01

    Set the boundaries

    Agree on accounts, reporting needs, responsibilities, and the close schedule.

  2. 02

    Close and clarify

    Record activity, reconcile balances, and resolve the questions that affect the month.

  3. 03

    Review the picture

    Deliver the reports and flag items that need an owner decision.

Before we begin

A few useful answers.

Does monthly bookkeeping include my tax return?

No. Tax preparation is a separate engagement. Organized books can support that work, and the scope and fee for each service are agreed separately.

Can you work with my existing bookkeeping file?

We review its condition and suitability first. If the balances need repair, we explain that work before adding a recurring service.

Connected services

Keep the whole picture in view.

Catch-up bookkeepingBring overdue months up to date, one account at a time.Financial reportingUnderstand your profit, expenses, and where your business stands.Small-business taxesTax preparation connected to the books behind your business.

The next conversation

Start with your situation.

Identify the records, the periods, and the question you want to answer. We can then discuss a scope and fee.

Online scheduling is being prepared. No appointment is booked through this page.

Find your starting point Consultation availability

Information on this website is general and is not tax advice. Tax advice is provided only after an engagement is signed. Outcomes depend on your individual circumstances.