Monthly Bookkeeping
Ongoing bookkeeping support that keeps your numbers organized, understandable, and off your plate.
About the Partnership
Starting at:
$350 / Month
You shouldn’t have to wonder whether your books are up to date… or stare at a financial report wondering what any of it actually means.
Includes:
YOUR BOOKS, HANDLED
Income & expense categorization
Monthly bank & credit card reconciliations
Monthly financial reports
CPA ready books at year end
YOUR NUMBERS, UNDERSTOOD
Quarterly financial review calls
Clear explanations of what’s happening in your numbers
Ongoing email support for bookkeeping questions
Is Monthly Bookkeeping Right for You?
Monthly bookkeeping might be a great fit if…
You’re spending evenings or weekends trying to keep up with QuickBooks
Your books technically exist, but you’re never quite sure they’re right
You want reliable financial reports without having to create them yourself
You want someone you can actually ask when you don’t understand something
You’d rather focus on your clients than categorizing transactions
Your busy season means bookkeeping is always the first thing to fall off your to do list
I’ll take care of the day to day bookkeeping while keeping you connected to what’s happening in your business.
Process
1. Tell Me About Your Business
Fill out a quick form and choose a time for your complimentary discovery call.
2. Let’s Talk!
We’ll chat about your business, what’s happening with your books, and what kind of support you’re looking for.
3. I’ll Take a Look at Your Books
If we’re a good fit, I’ll review your QuickBooks (or other bookkeeping system you’re currently using!) to understand the current state of your bookkeeping and determine whether any clean up or catch up work is needed before monthly service begins.
4. Proposal + Onboarding
You’ll receive a personalized proposal outlining your monthly service, pricing, and any cleanup work needed. Once you’re ready, we’ll get everything set up.
5. Hand Off the Bookkeeping
The best step! I’ll take it from here. Your ongoing monthly bookkeeping begins, and you can get back to running your business.
Ready to Work Together?
Tell me a little about your business and what you're looking for help with. From there, you can schedule a discovery call so we can talk through your books, your goals, and what support would make the most sense.