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Monthly bookkeeping services for small businesses
Your transactions categorized, every account reconciled, and financial statements you can actually read, delivered every month. Plans start at $125 per month.
What's included
- Transaction categorization in QuickBooks Online
- Bank and credit card reconciliations
- Monthly profit & loss and balance sheet
- Accounts receivable and invoice tracking
- Accounts payable and bill tracking
- Sales tax tracking and filing support
- Loan and equipment balance tracking
- Year-end package for your tax preparer
- Direct email and phone access to Lindsey
Pricing
From $125 per month
Fixed monthly price based on your accounts and transaction volume. No surprise invoices.
See all pricing →Who it's for
Owners who know their books are behind, or who are tired of guessing how the business is doing. If you've outgrown a shoebox of receipts or a spreadsheet, or your current bookkeeping happens once a year at tax time, monthly bookkeeping fixes that.
It works especially well for contractors running several jobs at once, where knowing which jobs make money matters.
How it works
- Connect
Secure, read-only access to your bank and credit card feeds in QuickBooks.
- Monthly close
Each month every transaction is categorized and every account is reconciled to its statement.
- Reports and review
You get your P&L and balance sheet, plus a short note on anything that needs your attention.
Monthly Bookkeeping questions
How much does monthly bookkeeping cost?
Plans start at $125 per month for businesses with a low monthly transaction volume. The price depends on how many accounts you have, how many transactions come through each month, and whether you need sales tax or payroll. You'll get a fixed monthly quote after a free consultation.
When do I get my reports?
Financial statements are delivered after each month is closed and reconciled, typically in the first part of the following month.
Do I need QuickBooks?
Lindsey works in QuickBooks Online and can set up a new file or take over your existing one. QuickBooks Setup is available as a separate project.
What if I'm behind?
Catch-up bookkeeping brings you current first, then monthly bookkeeping keeps you there.
Monthly Bookkeeping for businesses in Greeley · Fort Collins · Grand Junction · Eagle · Salt Lake City and anywhere in Colorado and Utah.
Other services
Payroll
Paychecks, direct deposit, payroll tax filings, W-2s and 1099s, done on time.
Learn more →Quoted after consultationTax Preparation
Business and personal returns prepared from books that already tie out.
Learn more →Fixed project quoteCatch-Up & Cleanup
Months or years behind, or a messy QuickBooks file? Get current and accurate.
Learn more →Fixed project quoteQuickBooks Setup
A QuickBooks Online file built for how your business actually runs, plus training.
Learn more →Industry focusBookkeeping for Contractors
Job costing, sub 1099s, materials sales tax and cash flow for plumbers, electricians, HVAC and builders.
Learn more →Get your books off your plate.
Book a free 20-minute consultation. Lindsey will look at where your books stand and give you a clear quote.