Monthly Bookkeeping That Keeps Your Business on Track
Stop spending evenings catching up on your books. Our team handles transaction capture, bank reconciliations, and financial reporting so you can focus on running your business.
Schedule a Consultation
Tell us how we can help and we'll be in touch within one business day.
How can we help?
What You Get
Our monthly bookkeeping service covers every aspect of keeping your financial records accurate and up to date. We handle transaction capture, bank and credit card reconciliations, accounts receivable and payable management, month-end closing, and financial statement preparation. We also track 1099 vendor payments throughout the year so you are ready when filing season arrives.
Is This Right For You?
Who This Service Is For
See if your situation matches one of the common scenarios we help with.
Growing Small Businesses
You started doing your own books, but revenue has grown and transactions are piling up faster than you can keep track of them.
Business Owners Tired of DIY Bookkeeping
You would rather spend your evenings with family than reconciling bank statements. Let a professional take this off your plate.
Companies Preparing for a Loan or Audit
Lenders and auditors expect clean, organized financial records. Monthly bookkeeping ensures your books are always ready for review.
Businesses with Multiple Revenue Streams
Managing transactions across several income sources, bank accounts, or payment platforms requires a structured bookkeeping process.
Our Process
How We Work Together
A clear, structured process so you always know what to expect.
Onboarding & Access Setup
We connect to your accounting software, bank feeds, and payment platforms. We gather prior records and get a clear picture of where things stand.
Chart of Accounts Cleanup
We review and organize your chart of accounts so every transaction lands in the right category, giving you meaningful financial reports.
First Month-End Close
We reconcile all accounts, categorize transactions, and deliver your first set of clean financial statements for review.
Ongoing Monthly Rhythm
Each month, we complete your bookkeeping by the 15th, deliver financial statements, and flag anything that needs your attention.
Common Questions
Frequently Asked Questions
What accounting software do you work with?
We primarily work with QuickBooks Online, but we also support Xero and FreshBooks. If you are using something else, we can discuss whether it makes sense to stay or migrate.
How do you handle my receipts and invoices?
We set up a simple system for you to forward or upload receipts and invoices digitally. Most clients use email forwarding or a shared cloud folder. We handle the rest.
When will I receive my monthly financial statements?
We deliver your profit and loss statement, balance sheet, and any custom reports by the 15th of the following month. If you need them sooner, we can accommodate faster turnaround.
Do I need to be local to Ford City to use your bookkeeping services?
Not at all. We serve small businesses virtually across the entire United States. Everything is handled through secure cloud-based tools and video calls.
What happens if my books are behind right now?
We will start with a catch-up engagement to bring your books current, then transition to our regular monthly service. We will give you a clear timeline and cost estimate before we begin.
How is this different from hiring an in-house bookkeeper?
You get CPA-supervised bookkeeping without the overhead of a full-time employee. No payroll taxes, benefits, or training costs, and you get a team backing up the work instead of a single person.
Related Services
You Might Also Be Interested In
Financial Statement Preparation
We prepare professional financial statements including profit and loss statements, balance sheets, and cash flow statements. Depending on your needs, we can provide compilation or review-level reports. Our statements are formatted for clarity and include the detail that lenders, investors, and management teams need to make informed decisions.
Learn MoreAccounting System Development
We design and implement accounting systems tailored to your business. That includes selecting the right software, building a chart of accounts that matches your operations, configuring workflows for invoicing, bill pay, and payroll, and training your team to use it all confidently. Whether you are starting from scratch or migrating from a system you have outgrown, we make the transition smooth.
Learn MoreClient Advisory Services (CAS)
Our Client Advisory Services (CAS) package combines accurate monthly accounting with proactive business advisory. We handle your monthly close, prepare management-level financial reports, and meet with you regularly to discuss performance, trends, and opportunities. Think of it as having a financial partner who not only keeps score but helps you win the game. Quarterly tune-ups ensure your chart of accounts, processes, and reporting stay aligned with your evolving business.
Learn MoreReady to Get Started?
Schedule a free consultation to discuss your needs. We will walk you through how we can help and give you a clear picture of pricing before you commit to anything.