Monthly bookkeeping
Reconciled books and a close by the 10th, so you know last month's numbers this month.
Who it's for
Owner-led businesses who need their books closed and reconciled every month without hiring for the role themselves.
What's included
- 01Bank and credit card reconciliation, categorization and a closed set of books by the 10th of the following month
- 02Monthly financial statements — profit and loss, balance sheet, cash flow — with a short written summary
- 03QuickBooks Online access and support, plus a standing call if you want one
Timeline
Onboarding takes one to two weeks; ongoing closes land by the 10th of each month.