Reconciled accounts
Bank and credit-card records compared with statements, with discrepancies and missing information identified for follow-up.
Monthly bookkeeping
Monthly bookkeeping. A clearer view of your business.
Monthly bookkeeping for Miami small businesses and remote U.S. clients who want organized accounts, a dependable close, and clearer financial reports.
What you receive
A monthly close you can understand.
Your monthly deliverables give you a record of what was reviewed, where the business stands, and which questions still need your input. The exact reports and timing are agreed for your engagement.
Financial statements
A profit-and-loss report showing income and expenses, and a balance sheet showing recorded assets, liabilities, and equity.
Questions and next steps
Direct communication about open items and the records needed for the next close. Custom reporting and projections can be scoped separately.
We also provide QuickBooks setup and ongoing management. Tell us which system you currently use so we can discuss the right handoff.
Monthly bookkeeping pricing
Know what your quote covers.
Traditional bookkeeping may be provided for a flat monthly rate. We consider your transaction volume, number of accounts, reporting requirements, and the condition of your records before agreeing on the scope.
- How many bank and credit-card accounts need reconciliation?
- How much activity moves through those accounts each month?
- Are prior periods current, or is cleanup needed first?
- Do you need accounts payable, receivable, or payroll coordination?
- Are standard statements enough, or do you need custom reporting?
Historical cleanup, custom dashboards, integrations, and AI development are quoted separately. The consultation is complimentary.
Making the handoff
Switching to ongoing support
Can you take over from another bookkeeper?
We can discuss a handoff, review the state of your records, and identify any gaps that need to be resolved before the ongoing monthly work begins.
Will I need to change accounting software?
Tell us which system you use during the consultation. We assess the workflow and fit before recommending any changes.
Your next step
Build your monthly routine.
Discuss your accounts, reporting needs, and the work you want to hand over.