Monthly Bookkeeping & Financial Maintenance
Contact for pricing
About this service
Summary
FAQs
Do you work with businesses that are behind on their books?
Yes, I offer catch-up services before starting monthly support. Let’s get you caught up first!
What software do you use?
I primarily work in QuickBooks Online and Xero, but I can adapt to your system.
Will I still need a CPA or tax preparer?
Yes, I handle monthly books, and your CPA can handle taxes—but I work closely with CPAs to make sure your books are tax-ready.
Can you handle invoicing or bill pay too?
Yes! I offer A/R and A/P tracking and can add invoicing or bill pay as an add-on service.
What's included
Monthly Bookkeeping & Financial Maintenance
- Monthly bank and credit card reconciliations - Profit & Loss, Balance Sheet, and Cash Flow reports - Accounts payable and receivable tracking - Payroll posting and expense categorization - Monthly financial summary and key insights - Communication and check-ins via email or Zoom
