Monthly Bookkeeping for Your Business

This is full-service bookkeeping for your business every month. It includes: • Bank reconciliation — matching your bank statements against QuickBooks for each account (checking, savings, credit cards). Every transaction must be matched. • Transaction categorization — each entry is tagged with the correct category (Sales, Cost of Goods Sold, Office Supplies, Travel, Meals, etc.) in line with IRS guidelines. • Accounts receivable / payable — tracking unpaid invoices from clients and unpaid bills to your vendors. • Financial reports — a Profit & Loss (shows your profit), Balance Sheet (shows your assets and debts), and Cash Flow Statement (cash movement) every month. • Sales tax compliance — sales tax filings (if applicable in your state) — quarterly or monthly. • Reports presentation — each month I send you the reports + we hop on a 30-minute call to discuss key metrics and any issues. The result: you know how your business is doing in real time, you don't make tax mistakes, and in April filing your return takes a couple of days instead of a month of scrambling.