Flat-Rate Monthly Bookkeeping with CPA-Reviewed Accuracy
Close on time, every month. With RemoteBooksOnline, you get predictable flat monthly pricing, Day 7–10 closes, and reviewed financials you can trust, without paying in-house salaries or hourly overruns.
Flat monthly price | QuickBooks/Xero experts | No contracts
Why Monthly Bookkeeping Matters During Tax Season
Monthly bookkeeping is what keeps businesses out of trouble when tax season arrives. When books are reconciled and reviewed every month, your CPA can file faster, ask fewer questions, and focus on planning instead of cleanup.
Businesses using monthly bookkeeping rarely face last-minute tax delays. Their books are already CPA ready, accounts are reconciled, and financial statements are reliable. This consistency reduces fees, stress, and filing risk.
If you want tax season to feel routine instead of chaotic, monthly bookkeeping is the foundation.
RemoteBooksOnline delivers reliable monthly bookkeeping for small businesses nationwide. From freelancers and consultants to LLCs and nonprofits, we reconcile your accounts every month and deliver CPA-reviewed financials you can trust. Flat $150 pricing, no contracts, first month free-so your books stay accurate, current, and tax-ready.
- We reconcile bank/credit cards monthly and categorize every transaction accurately.
- CPA-reviewed P&L, Balance Sheet, and Cash Flow delivered each month.
- Flat $150/month, first month free, no long-term contracts.
Where Monthly Bookkeeping Fits in Your Bookkeeping Journey
Monthly Bookkeeping is the ongoing service businesses use after they are caught up.
Most follow this path:
- Cleanup or catch-up first (if behind)
- Begin monthly bookkeeping
- Add accounting or CPA oversight
- Outsource more functions as they scale
If you still have backlog, start with QuickBooks Cleanup or Catch-Up Bookkeeping.
Once you’re current, monthly bookkeeping keeps you organized, and you can upgrade into Accounting Services or Outsourced Bookkeeping.
Monthly Bookkeeping vs Catch-Up Bookkeeping
Monthly bookkeeping is designed for businesses that are already current and want to stay that way. Catch-up bookkeeping is for businesses that are behind and need past months fixed first.
If your books are behind, monthly bookkeeping should not start yet. Cleanup or catch-up must come first so monthly reporting is accurate going forward.
Most businesses follow a simple sequence:
- Catch up past months if needed
- Transition into monthly bookkeeping
- Maintain CPA-ready books year-round
If you are unsure whether you need catch-up or monthly service, resolving that early prevents errors and wasted time.
What You Get Every Month
Bank & Credit Card Reconciliations
P&L, Balance Sheet, Cash Flow with Variance Notes
Month-End Close (Target: Day 7–10)
Receipt Inbox & Document Management
AP/AR Light Sync (Posting + Mapping)
Quarterly (Growth/Scale: Monthly) Review Call
Two-Layer Review + CPA Spot-Check
Secure Portal, MFA, and Audit Logs
Software we support: QuickBooks Online / Desktop and Xero. Migrations available.
Why Monthly > “As-Needed”
Predictable spend: flat monthly plans simplify cash flow. - Fewer errors: standardized close checklists + reviewer sign-off.
- Faster decisions: financials ready by Day 7–10.
- Continuity: bench depth; no single point of failure.
Prefer “affordable without cutting corners”? See Affordable Bookkeeping.
Pricing
| Plan | Best For | Volume Guide | Highlights | Est. Monthly |
|---|---|---|---|---|
| Starter | Solo / Early Stage | ≤ 200 txns | Standard reports, quarterly call | $150 |
| Growth | Typical SMB | 200–600 txns | Monthly call, AP/AR light, receipts inbox | $195 |
| Scale | Multi-Entity / Complex | 600+ txns | Consolidations, custom dims, priority support | $225 |
Add-ons: catch-up/cleanup, inventory/COGS advanced, sales tax mapping, payroll journals, KPI dashboards, CFO-lite.
How We Keep Costs Low (Without Losing Accuracy)
- Automation where reliable (bank rules, auto-match)
- Human QA (Preparer → Reviewer) + CPA spot-checks
- Industry templates (eCommerce, services, healthcare, nonprofit)
- SOC-aligned security, MFA, least-privilege access
This is affordable, not “cheap.”
Month-End Close: The 7-Step Checklist
Import bank/CC feeds & lock statement dates
Categorize transactions; flag exceptions
Reconcile accounts to $0 variance
Review accruals/deferrals & payroll journals
Post COGS/inventory and sales tax mappings
Generate P&L/BS/CF + variance notes
Reviewer sign-off → CPA spot-check → deliver pack
Download the full Monthly Close Checklist (Free Template) →
Proof & Outcomes
- 99%+ reconciliation accuracy (monthly)
- 30–50% lower cost vs in-house
- 8–10 day monthly close targets met across segments
- Lender/CPA-ready financials packaged every month
“Clean, on-time reports every month, no more chasing.” - Owner, CA services firm
Related Services & Guides
- Small Business Bookkeeping
- QuickBooks Cleanup Checklist
- Monthly Bookkeeping Guide
- Pricing
- Amazon & Shopify eCommerce bookkeeping
- Thinking to hire a bookkeeper instead?
- See what flat-rate bookkeeping includes
- See How much does monthly bookkeeping cost in 2025?
- Practical ways to lower bookkeeping costs
Ready for Accurate Monthly Books?
Flat-rate bookkeeping, CPA-reviewed reports, and nationwide support-first month free.
Client Reviews
We support business owners across the country with reliable, remote bookkeeping. Here’s what a few of them say:
Monthly closes are consistent and easy to read. Total time saver.
Chen L, Landscaper
Reports are clear, and the reconciliations tie out every month.
Smith A, Freelancer
Exactly what I needed at $150/month, no more year-end scramble.
Patel J, E-commerce Seller
Monthly Bookkeeping Guides and Resources
If you want to understand how monthly bookkeeping prevents tax problems and improves financial clarity, these guides explain what business owners experience throughout the year.
Trying to decide between monthly and cleanup services? Read: Monthly Bookkeeping vs Catch-Up Bookkeeping: What Your Business Actually Needs
Want to avoid CPA delays during filing? Read: What Happens If Your Books Are Not Ready for Your CPA?
Looking to prevent last-minute issues? Read: Bookkeeping Checklist for Tax Season
Read: Last-Minute Bookkeeping Mistakes That Delay Tax FilingCurious how much ongoing bookkeeping should cost? Read: How Much Does Monthly Bookkeeping Cost for Small Businesses?
These resources explain how consistent monthly bookkeeping eliminates surprises.
Frequently Asked Questions
Reconciliations, month-end close, standard reports with variance notes, receipt inbox, and a review rhythm.
Typically Day 7–10 after each month-end, once accounts are connected.
We record journals and mappings; your payroll/tax provider files. We coordinate monthly.
Yes, cleanup/catch-up is a one-time add-on with a defined timeline; then you move to a flat monthly plan.
Yes, within the tier’s volume band. If you consistently exceed it, we advise a tier change before month-end.
Yes, covered in Scale with class/location tagging and consolidated reporting.
Portal + email by default; Slack/Teams for Growth/Scale.
We investigate unmatched items, request documentation if needed, and post adjusting entries with notes for a clean month-end.
Yes, integrations for both platforms, with COA standardization available.
Flat $150 per month. First month free. No hourly billing.
Looking for more details? View our full Monthly Bookkeeping FAQ →
Not sure if Monthly Bookkeeping is the right fit?
Some businesses are behind on their books and need a cleanup first. Others prefer a simple ongoing monthly plan. A few are ready for full accounting and CPA support.
Here are the paths most small businesses compare:
If you’re behind on your books:
If you want a stable monthly plan:
If you need more than bookkeeping:
If you want to fully outsource:
Learn how monthly bookkeeping helps small businesses nationwide
- Discover what’s included in our monthly bookkeeping plans for California
- See why business owners in Texas trust our monthly service
- Explore flat-rate monthly bookkeeping in Florida
- Read how Georgia entrepreneurs streamline their books each month: Georgia
- Learn about monthly bookkeeping options in Illinois
- Understand what New York businesses get with monthly support: New York
- Get caught up and stay current in Arizona
- Review monthly bookkeeping insights for Ohio businesses
- Compare Pennsylvania monthly bookkeeping trends: Pennsylvania
- See how Michigan business owners benefit monthly: Michigan
Looking to stay organized month to month? Download our Monthly Bookkeeping Checklist to keep your finances on track.
Ready for Accurate Monthly Books?
First month free. Flat pricing. CPA-reviewed accuracy.
Why Businesses Trust RemoteBooksOnline for Monthly Bookkeeping
First month free, no setup fees
CPA-reviewed reports every month
Nationwide service, trusted by 5,000+ businesses
Flat-rate pricing with no contracts
Secure, cloud-based bookkeepingFeatured Insights
Discover how our expert bookkeeping services tackle real business challenges
- Why settle for outdated bookkeeping methods? Why Monthly Bookkeeping Is a Gamechanger
- Still using quarterly or year-end bookkeeping? This article explains why monthly updates give your business the edge.
- If you’ve fallen behind on your books, this blog explains how to clean up your records before tax season hits.
- Your monthly reports are only useful if they’re accurate. This blog explains when it’s time to find someone new.
- Not sure which pricing model is right for you? Flat-Rate vs. Hourly Bookkeeping breaks it down clearly.
- Year-End Bookkeeping Checklist for 2024
Explore Monthly Bookkeeping by Location
We support businesses nationwide, browse state and city hubs to see examples and resources.
Need Monthly Bookkeeping help near you? View all locations.
Curious how monthly bookkeeping fits into your overall financial strategy? Our Bookkeeping vs. Accounting Guide breaks it down so you know what your bookkeeper handles-and when to involve a CPA.
Freelancers often struggle with inconsistent income and missed deductions. Our Monthly Bookkeeping for Freelancers shows how we help service-based professionals stay organized, tax-ready, and stress-free year-round.
Running books across more than one office or region? See how our Multi-Location Bookkeeping use case helps you stay reconciled and tax-ready-without the complexity.
Not sure where to begin? Start with our Monthly Bookkeeping Checklist and take control of your books week by week. You can also check out our Catch-Up Bookkeeping Flow or QuickBooks Cleanup Checklist if you’re just getting started.
Legal firms need monthly clarity to stay on top of trust reconciliation and partner distributions. Read our Bookkeeping for Lawyers use case to see how we simplify the financials for solo attorneys and firms alike.
Medical offices need timely financials for reimbursements, payroll, and compliance. See our Bookkeeping for Doctors use case to learn how monthly reporting keeps your practice on track.
Struggling with Shopify, Amazon, or Stripe reconciling? Learn how our Monthly Bookkeeping for Ecommerce Businesses handles all that and more-automated, accurate, and CPA-reviewed.
Monthly tracking is essential for nonprofit transparency. See how our Nonprofit Bookkeeping approach helps with fund classification, restricted vs. unrestricted income, and monthly board reporting.
We help brokers simplify monthly reconciliation for MLS fees, agent commissions, and advertising. Learn how our Monthly Bookkeeping for Brokers keeps your office audit-ready every month.
Small businesses benefit most from predictable monthly reporting. Learn how our Monthly Bookkeeping for Small Business use case outlines a streamlined process for staying compliant and cash-flow aware.
Once you're caught up, stay current. Our Consultant Catch-Up Bookkeeping Use Case highlights how monthly reporting helped a consultant avoid IRS penalties and track profitability.
From tracking fuel and equipment costs to managing payment cycles, see how Monthly Bookkeeping for Landscaping Businesses helps contractors stay financially organized.
From SaaS MRR tracking to investor reports, discover how Monthly Bookkeeping for Tech Startups helps founders stay focused on product-not spreadsheets.
Many CPA firms use our White Label Bookkeeping Program to offer recurring monthly bookkeeping to clients-without building a full back office.
Payroll impacts your books every pay run. Make sure you’re aligned with our Payroll & Bookkeeping Integration Checklist.
If you want to understand terms like month-end close, recurring transactions, financial statements, or account mapping, the Glossary includes simple definitions that explain each concept.
If your books are behind or messy, you may need cleanup or catch-up before you move into monthly bookkeeping. Our QuickBooks Cleanup vs Catch-Up vs Monthly Bookkeeping guide explains the full journey.
For a clear overview of what should be completed prior to starting monthly service, here is a breakdown of reconciliation, cleanup, and catch-up in the correct order.
For those weighing affordable bookkeeping against hiring a bookkeeper, this overview highlights how each path leads into ongoing monthly bookkeeping.
If you’ve gone through cleanup and reconciliation, this overview walks through how those steps transition directly into ongoing monthly bookkeeping.
If you’re evaluating whether monthly service gives you enough coverage or if you need more advanced support, this article explains how accounting services and outsourced bookkeeping compare.
If you’re comparing local monthly help to online monthly support, this article outlines what truly matters for accuracy throughout the year.
What Happens After You Start Monthly Bookkeeping
Once monthly bookkeeping is in place, your books stay current without constant oversight. Each month closes on a predictable timeline, reports are reviewed, and issues are addressed early.
This means:
- No year-end scramble
- Lower CPA fees
- Faster tax filing
- Clear financial visibility all year
Monthly bookkeeping is not just about reports. It is about stability.