Bookkeeping that keeps up with your business
Bookkeeping is the routine work of recording every transaction your business makes and making sure those records match reality. Done every month, it gives you current numbers for decisions, cleaner records for tax time and fewer surprises.
How our monthly bookkeeping works
- Connect your accounts. We work in your accounting software, connected to your business bank and credit card accounts.
- Categorize transactions. Income and expenses are recorded to the right accounts, with receipts and invoices matched where you provide them.
- Reconcile every account. Bank, card, loan and payment platform balances are matched to statements. Our guide to monthly bank reconciliation explains why this matters.
- Review and report. You receive a profit and loss statement and balance sheet, along with questions about anything unclear.
Catch-up and clean-up bookkeeping
If your books are months behind, or were kept inconsistently, we start by bringing them current. That usually means gathering statements, categorizing past transactions, reconciling each month and correcting earlier entries. Once caught up, ongoing monthly bookkeeping keeps them that way.
Records that hold up
Good bookkeeping also means keeping the supporting documents behind each transaction. The IRS explains what to keep on its recordkeeping pages, and our article on what business records to keep summarizes it in plain English.
Who it is for
Monthly bookkeeping suits owners who want accurate numbers without doing the data entry themselves: small businesses, self-employed professionals and growing companies that have outgrown spreadsheets. We also adapt the work to your industry; see our industry pages for examples.
Related services
Bookkeeping pairs naturally with accounting, payroll and tax services. Book a free consultation to talk about your books.