Monthly Bookkeeping
Monthly Bookkeeping: Clean Books, Stress-Free Filing
Accurate monthly bookkeeping is the foundation of a smooth tax filing. We tier pricing by transaction volume — tracking income, categorizing expenses, and keeping your books ready for year-end.
Pricing tiers
- Under 50 transactions / month
- 50–200 transactions / month
- 200–500 transactions / month
- 500+ transactions / month
What we handle
- Monthly bank reconciliation
- Transaction categorization using tax-ready categories
- Monthly and annual profit & loss statement (P&L)
- Year-end summary handed directly to your tax return — no double work
Clients with disorganized or uncategorized records typically need a Data Cleanup first before starting regular bookkeeping.
Frequently Asked Questions
My personal and business transactions are mixed in one account — can you still do bookkeeping?+
Yes, but we'll first separate personal and business items as part of the process. Mixed accounts increase bookkeeping cost and tax risk; we'll also recommend opening a dedicated business account going forward.
I'm starting mid-year — what about the months I already missed?+
We can backfill the missing months (charged by the number of months), so you have a complete year-to-date record ready for tax filing. No gaps at year-end.
Do I need to organize anything for my tax filing after bookkeeping is done?+
Nothing. We export a tax-ready categorized summary that flows directly into your tax return. Bookkeeping and filing are handled as one connected workflow — no duplicate effort on your end.