Monthly QuickBooks Bookkeeping

A dependable monthly foundation

For business owners who need transactions categorized, accounts reconciled, and a consistent monthly close. We build the process around your accounts, activity, and reporting needs.

What your package includes

Every package includes monthly categorization and reconciliations, month-end close and internal review, missing-document follow-up, bookkeeping email support, a year-end financial package, and a QuickBooks subscription with initial setup if a new file is needed.

Growth adds monthly Profit & Loss and Balance Sheet delivery, written highlights, a quarterly review call up to 30 minutes, with quarterly payroll tie-out available as an add-on. Premium includes quarterly payroll tie-out if applicable, adds a monthly KPI dashboard and replaces the quarterly call with a monthly call up to 30 minutes.

Historical cleanup, catch-up work, system conversions, tax returns, payroll processing and filing, invoicing, bill payment, and custom automation projects are separately quoted unless expressly included.

Monthly pricing

• Essential: $300/month — up to 100 transactions and 2 bank/credit card accounts.
• Growth: $450/month — up to 250 transactions and 4 accounts.
• Premium: $650/month — up to 400 transactions and 6 accounts.

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.

From inquiry to an ongoing process

1. Leave your name and email. We reply to learn about your business.
2. We review your activity, accounts, and any historical work needed, then agree on scope and pricing.
3. We arrange secure document sharing and QuickBooks access or setup if needed.
4. Ongoing monthly bookkeeping begins, with reporting and calls based on your package.