Our Monthly Bookkeeping Service

All of our packages are tailored to meet the changing needs of your business, but our standard monthly service package includes:

1. 1. Importing/entering all monthly transactions for each bank, credit card, and loan account

1. 1. Reconciling accounts monthly, including mortgages and other loans

1. 1. Reviewing your books monthly to ensure data is accurate and coherent 

1. 1. Monthly financial reporting, including balance sheets and income statements (profit and loss statements).

When you sign up for monthly bookkeeping services, we assess your bookkeeping needs. Additionally we offer a fixed monthly rate based on a number of factors.  Such as the quantity and complexity of your monthly transactions. Our goal is to offer you a flat, predictable monthly rate for bookkeeping services. Certainly, understanding your regular financial activity helps us to do this. 

To help you make informed decisions that affect your business, count on us to consistently deliver financial statements with precise expense categorization for business expense tracking. We also offer accounts receivable and accounts payable support. One of the many advantages of virtual accounting is that we are able to work with your existing financial team to provide reports for your tax specialist or financial planner. Upon request, we’ll even file your 1099s each January.