Basic Monthly Bookkeeping Services

📌 Essential Bookkeeping

Perfect for new businesses and solo entrepreneurs just getting started and need reliable, accurate books each month. 

Includes:

Monthly transaction categorization

Bank & credit card reconciliations

Income & expense classification

Receipt matching

Basic monthly financial statements (Profit & Loss + Balance Sheet)

Email support

Ideal for small businesses gaining traction and want better visibility into your numbers. Get ready for more insight, cleaner records, and helpful month-to-month clarity.

Everything in Essential, plus:

Month-over-month performance summaries

Expense trend tracking

Vendor/Customer list cleanup (ongoing)

Priority email response

📌 Premium Bookkeeping (Monthly)

For business owners who want hands-off, worry-free bookkeeping and strategic monthly visibility.

Everything in Growth, plus:

Customized financial reporting (KPI dashboard tailored to your business inside QBO)

Cash-flow summaries

Monthly 20-minute strategy call

Priority support (phone, text, and email)

Recommended for lightly disorganized books.

Includes:

• Transaction re-categorization

• Bank & credit card reconciliation fixes

• Chart of accounts corrections

• Cleanup of duplicate transactions

For moderate backlog or businesses that need deeper correction.

Includes everything in Essential, plus:

• Vendor/Customer cleanup

• Historical performance summary

• Document + receipt organization (QBO attachments)

For heavily outdated books that need full correction.

Includes everything in Growth, plus:

• Full file cleanup for the entire year

• Cash flow reconstruction (as available in QBO)

• Year-end accountant package (General Ledger, Trial Balance, P&L, Balance Sheet)