Bookkeeping

Get your books organized, and keep them that way.

Monthly bookkeeping in QuickBooks Online that produces financial information you can actually use. Reconciled accounts, clean reports and a short review of what happened and what to do next.

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Three paths

Monthly Bookkeeping

For businesses that want every month closed, reconciled and explained.

Catch-Up

For months or years that were never recorded.

Cleanup

For books that exist but cannot be trusted.

What a month looks like

Our working standard. Timing can shift in tax season, so read it as typical.

  1. By the 5th business dayYour statements come in and we send any questions.
  2. By the 15thBooks closed, profit and loss and balance sheet delivered to your portal.
  3. Same dayAdvisory flags logged. Anything that affects taxes or cash is noted and raised with you.

What is included

  • Bank and credit-card reconciliation
  • Transaction categorization
  • Payroll, merchant and loan mapping
  • Profit and loss statement and balance sheet
  • Monthly review notes
  • Quarterly review conversation
  • Tax-projection flags
  • Year-end close and a tax-ready package

Packages

Pricing depends on complexity. Every engagement starts with a written proposal that shows the exact price before any work begins.

Is this for you?

Three quick questions. If any answer is yes, a free consultation will tell you where to start.

  • Do the books ever disagree with the bank?
  • Could you see last month's profit within a few minutes?
  • Is there a month, or a year, that was never recorded?

Who this is for

Built for where you are.

Growing

Growing Businesses

Outgrown DIY bookkeeping and the once-a-year cleanup.

Established

Professional Service Firms

Law practices, consultancies, agencies and other professional firms.

Starting

Entrepreneurs

New LLC, first 1099 year, first set of books.

This service is one step in the EZ Financial Fitness Experience. Not sure it is the right first step? A free consultation will tell you.

Related insights

Questions, answered plainly

What does monthly bookkeeping include?

Reconciled bank and credit-card accounts, categorized transactions, a profit and loss statement and balance sheet, and a short written review of what happened and what to watch. Typically you send statements and answer questions by the fifth business day and receive reports by the fifteenth.

Do I have to use QuickBooks Online?

It is our standard and we are strongest in it, but we will look at what you have. If you are on a spreadsheet or another system, the consultation covers whether to switch. You keep your own QuickBooks subscription and own your data.

How much does it cost?

It depends on complexity, which is why every engagement starts with a written proposal showing the exact price before any work begins.

Read every question we answer

Build the Financial Structure Behind Your Legacy.

Book a complimentary 20-minute conversation. No documents and no obligation, and you will leave knowing your next step.

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