Services / Monthly Bookkeeping
Clean books, every month, without thinking about it.
For solopreneurs who want their books handled on a steady monthly cadence — categorized, reconciled, reported, and ready whenever you need them.
Book a free consultationWho monthly bookkeeping is for.
You're running a solo business and you need your books maintained consistently — not scrambled together once a year. Maybe you've tried doing it yourself and it fell off. Maybe your business is growing and the admin burden is getting real. Either way, you want a system that runs quietly in the background so you can focus on actual work.
What's included every month.
Transaction categorization
Every business transaction reviewed and assigned to the right account, every month.
Bank & credit card reconciliation
Accounts reconciled so your books match your statements, no mystery variances.
Monthly financial reports
Profit & loss and balance sheet delivered in plain English — no accounting degree needed.
QuickBooks Online setup & maintenance
Your chart of accounts kept clean, rules maintained, and software optimized as you grow.
Unlimited email support
Ask questions throughout the month and get same-day answers — no per-minute billing.
Year-end tax-ready package
Financials organized and ready for your CPA every January, no catch-up scramble.
How we'll work together.
Onboarding (week 1)
We connect your QuickBooks, review your chart of accounts, and make sure everything is set up cleanly before any monthly work begins.
Monthly close (by the 10th)
By the 10th of each month, last month's books are closed, reconciled, and reports delivered to your inbox.
Ongoing support
Email me anytime with questions. Quick quarterly check-ins to review trends and flag anything worth your attention.
Common questions.
How many transactions does monthly service cover?
Transaction volume is one of the factors in your custom quote. Most solopreneurs fall in the range that's standard — we'll confirm on our call.
Do I need QuickBooks Online?
QBO is what I recommend and am certified in, but if you're on Xero, Wave, or something else, let's talk — I can usually make it work.
What if my books are currently behind?
Very common. We'll start with catch-up bookkeeping to get current, then transition you to the monthly plan. Both get quoted together.
Is there a long-term contract?
Month-to-month. If the fit isn't right, you can stop any time — though most clients stay long-term.
Ready to hand off the books?
Book a free 20-minute call. We'll look at what you have today and what a monthly cadence would actually cost.
Book your consultation