Monthly bookkeeping is ideal for contractors and trade business owners who want accurate, consistent financial oversight without managing their books internally. Whether you're running a landscaping crew, an HVAC operation, or a general contracting business, this service keeps your records current and your finances organized year-round.
Transaction categorization (up to 175, 350, or 600 transactions depending on selected tier)
Bank account reconciliation
Credit card reconciliation
General ledger maintenance
Monthly general ledger review
Financial statement preparation (Profit & Loss and Balance Sheet)
Clients needing reconciliation beyond their selected tier's account limits will be quoted separately. Contact us to discuss your specific needs.
Optional add-on services such as Job Costing & Project Tracking, Payroll Administrative Support, A/P and A/R Tracking, and 1099 services may be added to any monthly bookkeeping tier. Visit our Add-On Services page to learn more.
Monthly bookkeeping is ideal for business owners who want consistent financial oversight without managing their books internally. This service supports service-based businesses, contractors, and growing teams that need reliable reporting and up-to-date records.
Every bank and credit card transaction is categorized with precision, ensuring your records match your bank statements to the penny.
Receive clear Balance Sheets and Profit & Loss statements every month so you can track your growth and manage cash flow.
I maintain audit-proof records year-round, making year-end tax filing seamless for you and your CPA or tax professional.
Let's discuss your current bookkeeping needs and determine the best level of support for your business.