Monthly Bookkeeping
Starting at
$
200
/moAbout this service
Summary
FAQs
Do I need a bookkeeper if I use QBO or Xero?
Yes, QuickBooks and Xero are tools, but a bookkeeper ensures your data is accurate, reconciled, and optimized for financial decisions.
What’s the benefit of hiring a bookkeeper?
Bookkeepers save time, ensure accurate financial records, help with tax preparation, and provide clarity about your business finances.
What financial reports will I get each month?
Standard reports include the Profit & Loss statement and Balance Sheet, with additional reports available to suit your specific needs.
Will a bookkeeper help with taxes?
Many bookkeepers organize and categorize your records for tax purposes, but a CPA or tax professional typically handles filing your taxes.
What's included
Categorize Transactions
Ensure transactions are categorized correctly for tax and reporting purposes.
Reconcile Accounts
Reconcile bank accounts, credit cards, loans, and other financial statements.
Run Financial Reports
Generate updated financial statements, including Profit & Loss and Balance Sheets, to ensure accurate reporting and provide a clear overview of your business finances.
I'm Here for You
I’m here to address any questions or concerns you may have along the way.
Skills and tools
Financial Advisor
Bookkeeper
Account Manager
Microsoft Excel
Quickbooks
Xero
Industries