Monthly bookkeeping
Transaction categorization, bank and credit card reconciliations, and a consistent monthly close. A dependable foundation for your financial records.
Explore Monthly BookkeepingRYSE CAPITAL BOOKKEEPING
Organized books for small business owners.
Your books, handled. Your next move, clearer.
Know where your money is, keep your records ready for tax time, and stop dreading your books. Get organized with ongoing support and financial reporting that fits your business.
MONTHLY BOOKKEEPINGQUICKBOOKS CLEANUPFINANCIAL REPORTING
WHAT WE HANDLE
Less time in the books.
More room for your business.
Catch-up & cleanup
Behind on bookkeeping? We can record missing months or correct existing records, with the scope and project price agreed before work begins.
Reports & dashboards
Growth and Premium packages turn completed books into delivered financial statements and clear highlights. Premium adds a monthly KPI dashboard.
See a reporting exampleMONTHLY PACKAGES
A clear starting point.
Support that fits.
Choose the level of support you need. We confirm the right package after reviewing your accounts, activity, and bookkeeping requirements.
Listed monthly prices apply to the package scope shown. Transaction volume, account count, and bookkeeping complexity may affect your quote. We confirm your scope and price before work begins.
Compare monthly packagesTHE FOUNDATION
Essential
$300/month
Accurate, current books for a straightforward business.
Up to 100 transactions
Up to 2 bank / credit card accounts
Up to 2 bank / credit card accounts
- Monthly categorization & reconciliations
- Month-end close & internal financial review
- Missing-document & transaction follow-up
- Bookkeeping email support
- Year-end financial package
- QuickBooks subscription & setup if needed
MORE VISIBILITY
Growth
$450/month
Organized books with reporting you can put to use.
Up to 250 transactions
Up to 4 bank / credit card accounts
Up to 4 bank / credit card accounts
- All Essential services, with higher limits
- Monthly Profit & Loss and Balance Sheet
- Written monthly financial highlights
- Quarterly review call, up to 30 minutes
- Quarterly payroll tie-out available as an add-on
DEEPER INSIGHT
Premium
$650/month
A fuller view of performance, with a monthly conversation.
Up to 400 transactions
Up to 6 bank / credit card accounts
Up to 6 bank / credit card accounts
- All Growth services, with higher limits
- Quarterly payroll tie-out, if applicable
- Monthly review call, up to 30 minutes, replacing the quarterly call
- Monthly KPI dashboard
- Revenue, expenses, profit & margin
- Month-end cash & six-month trends
What’s included in the package scope?
Packages cover one business entity and current monthly bookkeeping. QuickBooks subscription is included, with initial account setup provided if a new file is needed. Complexity can affect the final quote even below the listed transaction and account limits. Historical cleanup, catch-up work, accounting system conversions, payroll processing and filing, tax returns, invoicing, bill payment, and custom automation projects are separately quoted unless expressly included.
WHEN YOU NEED MORE
Additional support.
Clearly scoped.
QuickBooks Cleanup
Review and correction of existing books, including agreed transaction corrections, reconciliations, and balance reviews. Complete our contact form to request a custom quote based on your books and the work needed. 50% deposit to begin and balance due at completion.
Custom quoteone-time projectRequest a custom quote
Catch-up Bookkeeping
Bookkeeping for historical months that have not been recorded. Project pricing reflects the months, volume, account count, and complexity. Agreed scope and fixed quote before work begins.
Custom quoteone-time projectRequest a custom quote
ABOUT RYSE
Clear books.
Practical support.
Ryse Capital Bookkeeping provides ongoing bookkeeping, catch-up support, and QuickBooks cleanup for small business owners.
Your bookkeeping process is built around your accounts, activity, and reporting needs. You get a consistent point of contact, clear requests for missing information, and an agreed scope before work begins.
We use a secure client portal through Financial Cents to share documents and communicate about your bookkeeping, keeping requests and records organized in one place.
GETTING STARTED
Tell us about your business
Leave your name and email using our consultation form. We’ll reach out to learn about your bookkeeping needs.
Agree on the right scope
We review activity and accounts, confirm pricing, and identify any catch-up or cleanup work.
Set up a steady process
Connect your records, agree on document collection, and begin ongoing bookkeeping.
COMMON QUESTIONS
A few things to know.
Can you help if I’m months behind?
Yes. Unrecorded historical months are scoped as catch-up bookkeeping. Corrections to existing records are scoped as cleanup. Both are quoted separately from your ongoing monthly package.
Do I need to set up QuickBooks myself?
No. Your subscription is included, and initial account setup is provided if a new file is needed. If you already use QuickBooks, we review the existing file before deciding what work is required.
Are tax returns and payroll processing included?
No. Quarterly payroll reconciliation is included in Premium, if applicable, and available as an add-on for Growth. Processing payroll and filing payroll returns are separate. Income tax returns are not included.
What if my business outgrows the package?
We review transaction volume, account count, and complexity together. Any change in scope or monthly price is agreed before it takes effect.
How are monthly transactions counted?
Transactions are counted based on the entries uploaded from your bank and credit card accounts each month. Each bank or credit card account counts toward your package’s account limit.
Which QuickBooks subscription is included?
QuickBooks Ledger is included. Higher tiers are available for an additional charge. If you already use QuickBooks, you can keep your existing file and add us as an accountant user—we’ll guide you through this during onboarding.
What is included in the year-end financial package?
You receive a Profit & Loss report for the year and a Balance Sheet as of year-end to share with your tax preparer.
LET’S TALK ABOUT YOUR BOOKS