What Does A Monthly Bookkeeping Package Include?
Many small businesses in Pleasanton, California sign up for bookkeeping without knowing what’s actually included. Some packages offer the bare minimum, while others provide comprehensive, CPA-reviewed services that cover reconciliations, reporting, and tax readiness. Understanding what a monthly bookkeeping package should contain can help you avoid hidden costs and ensure your books are always accurate. In this article, we’ll outline the essentials that every monthly plan should deliver, and how to choose a provider that gives you real value, not just basic data entry.
Core Services You Should Expect
- Bank & credit card reconciliations.
- Monthly P&L, balance sheet, and cash flow statements.
- CPA review for accuracy.
Additional Features That Add Value
- Accounts receivable and payable support.
- Payroll integration.
- Secure online portals for document uploads.
Flat-Rate vs. Hourly Packages
- Flat monthly fees provide predictability.
- Hourly = hidden surprises at year-end.
Why RemoteBooksOnline Stands Out
- CPA-reviewed reports included.
- Nationwide support, scalable to multi-entity.
- First month free.
Want to see why monthly helps cash flow? Read Why Monthly Bookkeeping Is Essential for Cash Flow Management.
