Palos Verdes coastline, Southern California
Monthly Bookkeeping

Clear Books, Every Month.

We organize your transactions, reconcile your accounts, and prepare monthly reports so you can see what your business earned and spent.

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What’s Included

Here’s what gets done each month.

Transactions organized

Income and expenses are categorized consistently, with questions brought back to you when a transaction needs context.

Accounts reconciled

Your books are checked against bank and credit card statements so differences can be identified and addressed.

Reports prepared

You receive a monthly profit & loss statement and balance sheet after the books are closed and reviewed.

Records ready for year-end

Your year-end bookkeeping package provides the starting point for business tax preparation.

Catch-up & Cleanup

Behind on the books? Start there.

A few unfinished months can make it hard to know where to begin. We’ll review what’s missing and quote the catch-up work separately before your monthly service starts.

Ask About Catch-up Work
Software & Access

Let’s review your current setup.

Tell us which accounting software you use and how your bank and credit card records are connected. We’ll confirm the access and setup needed before work begins. Software subscriptions are separate from your bookkeeping fee.

Pricing

Three plans, one consistent standard.

Monthly plans start at $500. Each includes the same core bookkeeping service; the right plan depends on your transaction volume and account count.

Compare Bookkeeping Plans

Ready to get your books current?

Book a free consultation and we’ll confirm the right plan for your transaction volume and accounts.

Book a Free Consultation