Online bookkeeping services for small businesses
A dedicated bookkeeper keeps your books current every month — categorized, reconciled and reviewed — so you always know your real profit and your tax professional gets clean numbers.
What is included in monthly bookkeeping
Bookkeeping is the record of every dollar in and out of your business, organized so it means something. Done monthly, it tells you whether you are profitable, where cash is going and what you owe. Done once a year in a panic, it costs more and tells you nothing in time to act.
Our bookkeepers connect your bank, credit card, payment processor and payroll feeds, categorize every transaction against a chart of accounts built for your industry, reconcile every account to the statement, and send you a short monthly report with the questions we need answered. You spend about 15 minutes a month on your books instead of a weekend.
Transaction categorization
Every bank, card, PayPal, Stripe and Square transaction coded to the right account — not dumped into 'Ask My Accountant'.
Reconciliations
Bank, credit card, loan and merchant accounts reconciled to the statement every month, so the balance in your books is the balance in the bank.
Monthly financial statements
Profit and loss, balance sheet and a plain-English summary of what changed and why.
Year-round tax readiness
Books that hand straight to your CPA or Enrolled Agent at tax time, with 1099 vendor data already collected.
Signs you need monthly bookkeeping
- 1You are not sure whether you are making moneyRevenue is up, but the bank balance does not agree. Monthly books tell you why.
- 2Tax season is a scramble every yearYour CPA charges you to clean up the books before they can even start the return.
- 3You are applying for a loan or investor moneyLenders want accurate, current financial statements, not a shoebox.
- 4You have outgrown doing it yourselfYour time is worth more running the business than coding receipts at midnight.
What you receive
- Chart of accounts tailored to your industry
- Monthly categorization and reconciliation of all accounts
- Monthly P&L, balance sheet and cash summary
- Receipt and document capture workflow
- 1099 vendor tracking throughout the year
- Year-end package for your tax professional
$15 per hour, with a written estimate of monthly hours after a free review of your books. See pricing or what bookkeeping costs.
Monthly bookkeeping FAQ
We charge $15 per hour. How many hours you need depends on transaction volume and the number of accounts, and you get a written estimate of monthly hours after a free review — see our bookkeeping cost guide.
No. We work in QuickBooks Online, QuickBooks Desktop, Xero, Zoho Books, FreshBooks, Wave, Sage and others. If you have no system yet, we will recommend one that suits your size.
For bookkeeping, location does not matter — everything happens in cloud software and bank feeds. You get the same work, video calls when you want them, and usually a faster response.
No. We are an accounting and bookkeeping firm. We keep your books and prepare tax-ready financials; your CPA or Enrolled Agent signs and files the return. Many clients ask us to coordinate directly with their tax professional.
Get a free quote — $15 per hour
Reply from Jay within one business day with a written scope and an estimate of hours at $15 per hour. No obligation.
Monthly bookkeeping in every US state
We work with businesses in all 50 states and DC. Each state page covers its own income tax, sales tax and business filing rules.
Accountant in Alabama · Accountant in Alaska · Accountant in Arizona · Accountant in Arkansas · Accountant in California · Accountant in Colorado · Accountant in Connecticut · Accountant in Delaware · Accountant in Washington DC · Accountant in Florida · Accountant in Georgia · Accountant in Hawaii · Accountant in Idaho · Accountant in Illinois · Accountant in Indiana · Accountant in Iowa · Accountant in Kansas · Accountant in Kentucky · Accountant in Louisiana · Accountant in Maine · Accountant in Maryland · Accountant in Massachusetts · Accountant in Michigan · Accountant in Minnesota · Accountant in Mississippi · Accountant in Missouri · Accountant in Montana · Accountant in Nebraska · Accountant in Nevada · Accountant in New Hampshire · Accountant in New Jersey · Accountant in New Mexico · Accountant in New York · Accountant in North Carolina · Accountant in North Dakota · Accountant in Ohio · Accountant in Oklahoma · Accountant in Oregon · Accountant in Pennsylvania · Accountant in Rhode Island · Accountant in South Carolina · Accountant in South Dakota · Accountant in Tennessee · Accountant in Texas · Accountant in Utah · Accountant in Vermont · Accountant in Virginia · Accountant in Washington · Accountant in West Virginia · Accountant in Wisconsin · Accountant in Wyoming
Often combined with this
Catch-up & cleanup bookkeeping
Months or years behind? We rebuild the books from bank statements and get you current.
Open →A1r2Bank & credit card reconciliation
Every account tied to the statement, every discrepancy explained.
Open →A1r3Tax-ready books & year-end prep
Year-end close, 1099 prep support and a clean package for your CPA or EA.
Open →Get a free estimate for monthly bookkeeping
Twenty minutes is usually enough to understand your books and estimate the hours at $15 per hour. No obligation.