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Essential Bookkeeping Services, Monthly Bookkeeping and Consistent Financial Reports
- Monthly bookkeeping
- Transaction categorization
- Bank account reconciliations
- Credit card reconciliations
- Monthly Profit & Loss Statement
- Monthly Balance Sheet
- Basic accounts receivable review
- Basic accounts payable review
- Monthly financial review for accuracy
- Year-end books prepared for tax filing
- QuickBooks Online bookkeeping support
- Email support for routine bookkeeping questions
- Sales Tax & filing if applicable
Recommended Service Limits:
- Up to 3 bank/credit card accounts
- Up to 250 monthly transactions
- Up to 1 business entity (Sole Proprietor or LLC)
- Payroll processing not included
- Catch-up and clean-up bookkeeping priced separately
Revenue $250-$500k
For established small businesses that need dependable monthly bookkeeping and organized financial records without full-service accounting management.
Best For
Smaller e-commerce businesses, contractors, service providers, restaurants, and retail businesses that need accurate books but still manage most day-to-day financial operations internally.
Consistent Delivery
Monthly Financial Reports delivered to you by the 10th of every month.