Monthly Bookkeeping Services
Monthly bookkeeping that's done right, and done on time.
Outsourced QuickBooks Online bookkeeping for small businesses nationwide. Your books get reconciled, your reports arrive on schedule, and you have a dedicated bookkeeper you can actually reach.
Every month
What's included in your monthly service.
Transaction categorization
Every transaction reviewed and categorized correctly, not just auto-accepted from the bank feed.
Bank & credit card reconciliations
All accounts reconciled to statements every month, so your cash balances are always accurate.
A/R & A/P review
Outstanding invoices and bills reviewed so you know who owes you and what you owe.
Monthly financial statements
A Profit & Loss and Balance Sheet delivered after each month-end close.
Your own dedicated bookkeeper
Questions answered by email or phone by the person who actually does your books.
Always tax-ready
Year-round accuracy means tax season is a handoff, not a scramble.
Who it's for
Built for busy owners who want it off their plate.
Monthly bookkeeping is a great fit if you:
- Use QuickBooks Online, or want to
- Don't have time to keep up with the books yourself
- Want reliable monthly numbers to make decisions
- Are tired of paying your CPA to fix things at year end
- Want a real person who knows your business
Your monthly reports
Know your numbers every month
After each month closes, you’ll receive:
- Profit & Loss: revenue, expenses and net income
- Balance Sheet: assets, liabilities and equity
- Reconciliation reports for every account
- A short summary flagging anything that needs your attention
Onboarding
Getting started takes about a week.
01
Consultation
We talk about your business, your accounts, and what you need from your books.
02
Access & review
You grant secure accountant access to QuickBooks and we review the file.
03
Catch-up if needed
Any loose ends get cleaned up so we start on a solid foundation.
04
Monthly rhythm
Your books are maintained and reports delivered every single month.
FAQ
Monthly bookkeeping FAQs
What's included in monthly bookkeeping?
Transaction categorization, bank and credit card reconciliations, review of receivables and payables, and monthly financial statements (Profit & Loss and Balance Sheet), plus answers to your questions along the way.
When will I get my monthly reports?
Reports are delivered on a consistent schedule each month after the books are closed, so you can count on seeing your numbers at the same time every month.
Is there a long-term contract?
No. Monthly bookkeeping is month-to-month. We’d rather earn your business every month than lock you in.
What if my books are behind right now?
We’ll start with a cleanup to get everything current, then move into monthly bookkeeping. Monthly service works best on a clean foundation.
Do you work with my industry?
Yes. We work with businesses of all types, including service businesses, contractors, e-commerce, real estate, healthcare practices, restaurants, agencies and more.
Free Consultation
Hand off your books with confidence.
Book a free consultation to get a fixed monthly price for your bookkeeping.
Rather talk now? Call 561-707-5004 or email gabriel@affluentaccounting.co