Bookkeeping
Monthly Bookkeeping
Monthly bookkeeping in QuickBooks Online or Drake Accounting, whichever fits your business, with reconciled books and clear monthly reports.
What's included
- Bank and credit card transactions categorized every month
- Monthly bank and credit card reconciliations
- Monthly profit and loss statement and balance sheet
- Accounts receivable and invoice tracking
- Accounts payable and bill tracking (you approve and pay your own bills)
- A year-end file that's ready for your tax return
Two ways to keep your books
QuickBooks Online. Best if you want to see your numbers yourself, send invoices, or connect apps. The subscription is in your name, you invite us as your accountant user, and you keep full ownership and access to your books at all times.
Drake Accounting. Best if you'd rather not set up or pay for your own software. We keep your books in our professional accounting system and send you your monthly reports. Because it works alongside our tax software, your year-end numbers flow straight into your tax return.
Not sure which is right for you? We'll help you decide on your free intro call.
What a typical month looks like
- Week 1: We categorize the prior month's transactions and reconcile every account.
- Week 2: You get your monthly financial statements and a short list of any questions.
- Anytime: Send quick questions by email or book a call. Sensitive documents go through the secure portal.
Let's talk about your taxes and books
Book a free 30-minute call. We'll learn what you need and give you a clear quote. No obligation.