FAQ – Monthly Bookkeeping

Monthly bookkeeping involves recording and reconciling your business’s financial activity each month. It keeps your books up to date, ensures accurate reporting, and prepares you for taxes, audits, or business decisions.

We provide monthly categorization of transactions, reconciliation of bank and credit card accounts, CPA-reviewed financial reports, and a dedicated support team. More info

Typically within the first 7–10 business days of the following month. Your financials are reviewed by a CPA before they’re delivered to ensure accuracy and consistency.

Up-to-date books make it easy to file quarterly or annual taxes. Your accountant will receive clean, organized reports, which reduces filing errors and saves on tax prep time.

Yes. While we handle the bookkeeping, your CPA or tax preparer will still be responsible for filing your taxes. We provide the financial reports they need to do that efficiently.

Yes. In fact, we recommend it. Monthly bookkeeping offers more control, visibility, and financial accuracy compared to quarterly cleanups.

No problem. We’ll catch up on any missing months and resume monthly bookkeeping going forward. Catch-up info

No. Our services are billed month-to-month with no long-term commitment. You can upgrade, downgrade, or cancel at any time.

You can securely link your bank accounts through our portal, or upload PDFs manually. We’ll handle the rest and notify you if anything’s missing.

We work with QuickBooks Online, QuickBooks Desktop, and Xero — depending on your preference. We also help with transitions between platforms if needed.