Keep the details in order.
Business income and expenses are categorized each month, with questions gathered for anything that needs your input.
A steady foundation for the road ahead.
Monthly Bookkeeping
Organized books. Useful reports.
One less thing on your plate.
I provide remote monthly bookkeeping for small service businesses that want their accounts reconciled and reports they can use. You’ll work directly with me and receive a profit and loss statement and balance sheet each month.
Based in Northwest Arkansas · Remote service nationwide
Keep your business moving
Less sorting.
More room to run
your business.
When the books keep slipping down the list, it’s hard to know whether the numbers tell the whole story.
I take care of the monthly categorization, account reconciliation and routine bookkeeping adjustments. You receive financial reports, a brief explanation of what needs attention, and a dependable process to follow each month.
No handoffs. You’ll know who’s working on your books and where to go with a question.
What’s included
Dependable books.
A useful monthly picture.
Six parts of a consistent monthly process, handled directly by me.
Make the records match.
The bank and credit card accounts in your agreement are reconciled against their statements.
Keep the books consistent.
I make routine bookkeeping adjustments within our agreed scope. Any historical cleanup is reviewed and quoted separately.
See where things stand.
You receive a profit and loss statement and a balance sheet: a view of what your business earned, spent, owns and owes.
Know what I need from you.
Questions and missing items come together in one consolidated list, so you can work through them in one place.
Know what needs attention.
A brief monthly summary highlights significant findings and items to follow up on. Deeper planning and advisory meetings are available separately.
A steady monthly rhythm
A process you can
plan around.
Each month, we finish the previous month’s books. You’ll have clear dates for documents and answers, with reports delivered by the last business day when the information arrives on time.
01
You send the records.
Provide statements and supporting documents by the 5th. Secure accountant access and bank feeds help keep the process moving.
02
We fill in the gaps.
I send questions by the 15th. You return complete answers and missing documents by the 20th.
03
Your reports are ready.
I complete your reports by the last business day. For example, January’s books are finished by the end of February.
Weekend and holiday deadlines move to the next business day. Late or incomplete information can move delivery to the next available opening.
A good fit starts here
You run the business.
I’ll handle the books.
This service is a good fit for small businesses ready for a consistent monthly process. You don’t need to understand bookkeeping. You do need to keep business records separate and make time to answer questions.
Whether you’re nearby in Northwest Arkansas or working with me remotely, the same personal service and monthly rhythm apply.
A few things to have in place
- Separate business bank and credit card accounts.
- Online banking, supported bank feeds and monthly statements.
- Secure accountant access to your bookkeeping software.
- Someone available to provide documents and answer questions each month.
Already behind? We’ll review any catch-up work and agree on a separate scope before monthly service begins.
A clear quote before we start
Monthly support.
Pricing that fits
the work.
Starting at $450 / month
Your quote is based on the number of accounts, transaction activity, reporting needs and complexity of your business. We’ll review those details together before you commit.
Initial setup starts at $300. Setup and any historical cleanup or catch-up work are quoted separately and paid before that work begins. Accounting software is paid by you unless your written quote specifically includes it.
Monthly service is paid automatically in advance. If your needs change, we’ll agree on any changes to the work and fee before proceeding.
Ask About Monthly BookkeepingMonthly bookkeeping bundle
Bundle Bookkeeping with Full Picture
I’ll keep your books current each month, then use those numbers in our quarterly Full Picture sessions to connect your business, taxes and household goals.
Starts at $600/month · Save $75/month on Full Picture when you pair it with monthly bookkeeping.
Full Picture is $150/month in the bundle, compared with $225/month on its own. Bookkeeping starts at $450/month and is quoted separately based on your business. The $75 membership savings stays the same even if your bookkeeping quote is higher.
Setup, catch-up work and tax preparation are quoted separately.
Ask About Full Picture + BookkeepingChoose the support you need
Good books are
a starting point.
Monthly bookkeeping keeps the records current. You can also arrange tax preparation, year-round tax planning or deeper financial guidance to help you use those numbers. Each service has its own agreed scope and fee.
Before we get started
A few common
questions.
Can I combine bookkeeping with a different advisory service?
Yes. If you need monthly bookkeeping and a different kind of advisory support, tell me what you’re looking for. We can discuss the right combination and I’ll quote it based on the work involved.
Can I keep my current bookkeeping software?
Tell me what you use now. I work with QuickBooks and Xero, and we’ll confirm whether your current setup fits the service before making any changes. Software costs are separate unless your written quote includes them.
What if my books aren’t up to date?
We’ll assess the starting point and quote any setup, cleanup or catch-up work separately. Monthly bookkeeping begins once the opening records are ready.
Are tax preparation and planning included?
Tax preparation, membership support and financial advisory are separate services. We can discuss what fits your business and put the agreed services and fees in writing.
What about payroll, sales tax, bills and invoicing?
Payroll processing, sales tax filings, bill payment, invoicing and collections aren’t included in standard monthly bookkeeping. Any additional service would need its own agreement if offered.
Do I need to share my banking password?
No. We use secure accountant access and supported bank connections. Please don’t send banking passwords, account numbers or tax documents through the inquiry form.
What happens after I send an inquiry?
I’ll review your business details and follow up about fit and next steps. We’ll confirm the records needed for review, the monthly scope and any setup work before you decide to move forward.
Your next step
Let’s make room
for better books.
Tell me a little about your business, your current setup and where you could use help.
Ask About Monthly Bookkeeping