Monthly Bookkeeping Services

What monthly bookkeeping includes

Each engagement is tailored to the business, but ongoing work typically includes transaction review and categorization, bank and credit-card reconciliations, review of unusual or uncategorized activity, and a consistent monthly close. You receive organized records and financial reports built from reconciled data, not numbers that have simply been imported from the bank feed.

Reports you can actually use

A Profit & Loss statement shows income and expenses over a period. A Balance Sheet shows what the business owns, owes, and retains at a point in time. Cash-flow reporting helps explain why profit and available cash are not always the same. Sheri can help you understand what changed and which questions to bring to your tax professional or business adviser. See financial reporting for more.

Who this service fits

Monthly bookkeeping is designed for owner-operated small businesses, farms, trucking and transportation businesses, and skilled trades that want dependable records and a repeatable close process. It is especially useful when the owner is still doing the books after hours, accounts are not being reconciled consistently, or reports cannot be trusted.

How onboarding works

1. Consultation: discuss the business, software, accounts, transaction volume, reporting needs, and current pain points.
2. Review: identify access needs, opening balances, unreconciled periods, and cleanup work that should happen before recurring service begins.
3. Monthly rhythm: agree on a secure document process, client responsibilities, questions, close timing, and report delivery.

What you still control

You continue approving payments, making business decisions, retaining source documents, and communicating changes such as new loans, equipment, payroll providers, or accounts. Bookkeeping does not replace individualized legal, audit, or tax advice. The goal is organized, reconciled information that helps you and your tax professional work efficiently.

Pricing and fit

Pricing depends on transaction volume, number of accounts, payroll or sales-platform complexity, reporting needs, and the condition of the current books. After reviewing the situation, Sheri will explain the recommended scope before work begins. Compare monthly packages starting at $325.