Monthly Bookkeeping Services
Monthly bookkeeping for US and UK small businesses, with transaction categorization, reconciliations, financial statements and tax-ready records.
What is included
- Monthly transaction categorization
- Bank, credit-card and payment-account reconciliation
- Review of exceptions and uncategorized items
- Monthly Profit & Loss and Balance Sheet
- Year-end bookkeeping package for tax preparation
Who it is for
Monthly bookkeeping works well for professional services, consultants, agencies, freelancers, online sellers, contractors, property businesses and other small companies that want current books without hiring a full-time internal bookkeeper.
Pricing by workload
Entry pricing starts at $149 per month in the United States and £119 per month in the United Kingdom for up to 100 transactions and two financial accounts. Higher tiers account for additional transactions and accounts. Use the calculator for a tailored estimate.
Month-end process
Each cycle follows a repeatable process: import or review activity, categorize transactions, reconcile financial accounts, identify missing information, post agreed adjustments and prepare the reporting pack. The goal is a consistent monthly close that can be repeated throughout the year.