Monthly Core Bookkeeping Services

Monthly Bookkeeping Services
Keep your financial records up to date with ongoing core bookkeeping, ensuring your books are always accurate and ready when you need them. After completing a thorough QuickBooks cleanup, I maintain that accuracy for you. Each month, I categorize your transactions, reconcile your accounts, and deliver your financial statements on schedule—with zero hassle on your part.

What’s Included:
✓ Monthly categorization of all transactions.
✓ Bank and credit card reconciliation.
✓ Monthly financial reports — Profit & Loss and Balance Sheet delivered by the 15th of the following month.
✓ Email support for QuickBooks Online inquiries.
✓ Quarterly review to ensure accuracy and catch any developing trends.

Pricing Tiers:
• Essentials — Up to 50 transactions/month, 2 accounts: $400+/month.
• Standard — 50–150 transactions/month, up to 4 accounts: $650+/month.
• Premium — 150+ transactions/month, 5+ accounts: Custom quote.

Best For:
Ongoing small firms in need of organized, tax-ready books year-round without the stress of managing them alone. As your dedicated virtual bookkeeper, I am here to keep your financials fully optimized.