What monthly bookkeeping includes
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Transaction categorization
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Bank reconciliation
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Credit card reconciliation
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Monthly Profit and Loss
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Monthly Balance Sheet
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Year-end reports for your tax preparer
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Direct email access to your bookkeeper
Accounts payable and invoicing support are available when your business needs them and are built into your fixed monthly quote.
Who monthly bookkeeping fits
This service fits service businesses on QuickBooks Online whose owners would rather run the business than categorize transactions at night. You want reconciled accounts and monthly reports on a regular schedule, and your business carries no significant inventory.
Monthly bookkeeping pricing
Monthly bookkeeping starts at $450.
Your final monthly price is one fixed fee based on the workload involved:
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Transaction volume
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Bank and credit card accounts
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Loans and lines of credit
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Accounts payable needs
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Accounts receivable and invoicing needs
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Payroll needs
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Sales tax filing requirements
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Overall bookkeeping complexity
Once we understand your books, you receive one fixed monthly quote before any work begins.
Behind on your books? Start with a cleanup
Monthly bookkeeping works best on a clean file. If your books are behind, we start with a QuickBooks cleanup. Clients who continue with monthly bookkeeping receive preferred cleanup pricing, with savings of up to $2,500 depending on the cleanup scope and monthly service commitment.
Getting started
1. Request a quote. Answer a few questions about your business and your books.
2. We review your books. With accountant access, we confirm the workload and the condition of the file.
3. You approve one fixed monthly quote.
4. We set your monthly schedule and begin.
Monthly bookkeeping questions
How is my monthly price set?
We look at the workload factors listed above. After reviewing your books, you receive one fixed monthly fee. No hourly billing.
Is there a contract?
Monthly bookkeeping runs on a written engagement agreement. Clients who receive preferred cleanup pricing agree to a minimum monthly commitment.
What do you need from me each month?
Accountant access to QuickBooks Online, connected bank feeds or statements, and quick answers when a transaction needs an explanation.
When are my monthly reports ready?
Once a month is reconciled, your Profit and Loss and Balance Sheet are ready in QuickBooks Online, and we email you when they're done.
I already have a bookkeeper. Can I switch?
Yes. We review the file first, since a switch often turns up catch-up work. If the books are current, monthly service starts right away.
Do you handle payroll?
We don't offer payroll as a separate service. If your business runs payroll, the bookkeeping workload it creates is part of your fixed monthly quote.