Monthly Bookkeeping Services:

Our monthly bookkeeping service keeps your financials organized, accurate, and ready to support your business.

What’s included each month:

✓ Accurate categorization of all transactions

✓ Monthly bank and credit card reconciliations

✓ Month-end close checklist to ensure completeness and consistency

✓ Monthly financial statements:
–  Profit & Loss
  –  Balance Sheet

✓ Email & phone support

Optional Add-ons:

✓ Receipt management system for easy documentation and audit readiness

✓ Monthly or quarterly performance review delivered via Loom video

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