Monthly bookkeeping services for small businesses. Reconciled and reported by the 5th.
Our monthly bookkeeping services give small businesses reconciled books every month: we categorize every transaction, reconcile every bank and card account, and send your profit and loss and balance sheet by the 5th. Fixed monthly fees start at $150, and the work happens inside your own QuickBooks Online or Xero.
Part of every plan, from $150/month
- Every account reconciled to its statement
- A profit and loss and balance sheet by the 5th
- Anything unclear, we ask rather than guess
Real bookkeepers, in your own QuickBooks or Xero
The foundation. What monthly bookkeeping is.
Monthly bookkeeping means your books are brought up to date and proved once a month, so every report and tax return built on them starts from the truth.
Each month we record what happened, tie every balance to its statement and send you reports you can read. Bank feeds and rules do the routine work. A person checks everything the software tends to get wrong.
We work in your own file, wherever it lives. See bookkeeping in QuickBooks Online or Xero bookkeeping for how that works in each. Running an LLC? Start with our guide to bookkeeping for LLCs.
Where it stops. Monthly bookkeeping is not payroll, tax filing or catching up on past months. Those are separate services, and we tell you on day one if you need any of them.
Who it is for
- Owners doing the books themselves
- Several bank, card or payment accounts
- Ecommerce and retail sellers
- Owners who only see their books at tax time
Probably not the right fit if you need someone working in your office.
What is included every month. And what is not.
No gray areas. If something belongs to another service, it says so here.
| What we do | What it means for you | When |
|---|---|---|
| Categorize every transaction | Bank, card and payout transactions coded to the right account. Rules do the routine; a person checks the rest. | All month |
| Reconcile every account | Each bank, credit card and payment account tied to its statement, so the balance in your books is the balance in the bank. | After statements close |
| Split payouts | Payouts from your sales channel or payment app split into sales, fees and refunds, so fees never hide inside revenue. | All month |
| Track bills and invoices | What customers owe you and what you owe, kept current so nothing slips. You stay in control of payments. | All month |
| Ask, never guess | Anything we cannot place goes on one short list of questions for you. | Before the close |
| Send your reports | A profit and loss and balance sheet built on reconciled books. | By the 5th |
| Answer your questions | Email support from one named contact who knows your file, with a reply within one business day. | Mon-Sat, 9am-5pm EST |
Not included, or a separate service
- Paying your bills or sending invoices on your behalf: we track them, and you stay in control of payments
- Payroll runs and payroll-tax filings: payroll, in the Growth plan
- Tax returns and sales-tax filing: tax preparation, in the Growth plan
- Months you are already behind: a fixed-price catch-up project, quoted first
- Cash-flow reporting and forecasts, in the Scale plan: accounting and reporting and fractional CFO support
Tools we work with for monthly bookkeeping
QuickBooks
Xero
Stripe
PayPal
Square
Gusto
Wise- We also work with Expensify. You keep the apps you already use.
Your month with us. Books closed, reports by the 5th.
Transactions come in
Bank, card and payout feeds flow into your QuickBooks or Xero. If a feed is missing, a statement does the job.
We categorize and check
Rules handle the routine. A person checks the rest: transfers between your own accounts, payouts split into sales and fees, loans kept out of income.
A short list of questions
Anything we can't place goes on a short list of questions. We ask. We don't guess.
Reconcile and report
Every account tied to its statement, then your profit and loss and balance sheet, by the 5th of each month.
What we need from you
Small and predictable. You are usually live within a week of the first call. Want every step? See our month-end close checklist.
- Keep bank and card feeds connected, or send the statements
- Answer the monthly question list
- Forward receipts or invoices for anything unusual
- Tell us about new accounts, loans or big purchases
What lands each month.
Every account reconciled to its statement, then, by the 5th of each month, the reports that tell you where the business stands.
- Business checkingOpenReconciled
- Business savingsOpenReconciled
- Business credit cardOpenReconciled
- PayPalOpenReconciled
| Line | March |
|---|---|
| Sales | $48,200 |
| Cost of goods sold | ($21,700) |
| Gross profit | $26,500 |
| Operating expenses | ($19,600) |
| Net profit | $6,900 |
| Line | March 31 |
|---|---|
| Checking, savings and PayPal | $55,600 |
| Inventory | $41,600 |
| Total assets | $97,200 |
| Credit card and taxes owed | $9,200 |
| Business loan | $18,000 |
| Total liabilities | $27,200 |
| Owner’s equity, with profit to date | $70,000 |
| Liabilities and equity | $97,200 |
The full profit and loss, with February beside March and a short note on what changed, is on our monthly financial reporting page.
Example only: a made-up business. The figures add up but belong to no real client.
Plus a named contact who flags anything odd before it becomes a problem, so year end is a handover, not a project.
Real bookkeepers, not software
A real bookkeeper from our QuickBooks & Xero certified team, with one named point of contact who knows your file. Not a ticket queue, and not software you have to run yourself. Wondering whether the software could do it alone? Read do you need a bookkeeper if you have QuickBooks?
- One named contact
- A reply within one business day
- (906) 268-9778, Mon-Sat, 9am-5pm EST
Outsourced bookkeeping, without losing control
Outsourced does not mean handed over. Your books live in your own QuickBooks Online, Xero or other accounting file, not in a system of ours. You add us as your accountant from your own account, using hello@remotebookkeepersllc.com, and you can remove us any time from your user settings.
- Your data stays in your own file
- Access you control
- Cancel any time, effective immediately
Monthly bookkeeping pricing, from $150.
Monthly bookkeeping is in every plan. We look at your volume and complexity first, then confirm one fixed monthly fee, with no hourly billing. If your volume grows a lot, we talk first, and any change is agreed with you in advance.
Comparing options? Our guide to how much a bookkeeper costs explains what drives the price. Not sure what your books need yet? Start with a free books review.
What sets your fee
- How many transactions you have each month
- How many bank, card and payment accounts
- How many sales channels or payout platforms
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Starter
Starts hereFrom $150/month
Monthly bookkeeping, a profit and loss and balance sheet, email support and a named contact.
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Growth
IncludedFrom $350/month
Adds payroll, sales-tax filing, tax preparation and a monthly review call.
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Scale
IncludedFrom $650/month
Adds inventory and multi-channel work, cash-flow reporting and fractional CFO support.
“From” is the fixed monthly fee for a typical business in that plan. Catching up past months is quoted separately, as one fixed price.
Bookkeeping for how your business earns.
All industries
Monthly bookkeeping questions.
What is monthly bookkeeping?
It is keeping your books current and checked once a month, so your profit and loss and balance sheet always rest on reconciled numbers. Done monthly, mistakes stay small and your numbers are never more than a few weeks old.
How often are my accounts reconciled?
Every month, for every bank, credit card and payment account we look after. Each one is tied to its statement before your reports go out by the 5th, so the balances in your books match the balances in the bank.
Does monthly bookkeeping include payroll?
Not on the Starter plan. Payroll processing and payroll-tax filings are part of Growth, from $350/month, together with tax preparation, sales-tax filing and a monthly review call. See our payroll and bookkeeping services.
What do you need from me each month?
Keep your bank and card feeds connected, answer our monthly question list, and forward receipts for anything unusual. Tell us when you open a new account, take a loan or make a big purchase. Our guide to what your bookkeeper needs from you each month has the full list.
Who will do my books? Is it just software?
Real bookkeepers from our QuickBooks & Xero certified team. Software imports and suggests; a person reviews, reconciles and asks the questions. You get one named point of contact who knows your file and replies within one business day.
Software and AI speed up the routine matching, but they cannot tell a loan from a sale or ask you about a payment they cannot place. Our guide on whether QuickBooks or AI can replace a bookkeeper covers that question in full.
How is the monthly fee set?
From $150 a month on Starter. We look at your transaction volume, accounts and complexity, then confirm a fixed monthly fee. If your volume grows a lot, we talk first, and any change is agreed with you in advance and is usually small. No hourly billing and no long-term contract: cancel any time, effective immediately.
What if I’m behind?
We catch up first, quoted as one fixed price before any work starts, then keep the monthly cycle running. See catch-up bookkeeping.
Related services and guides.
Stop wondering if your books are right.
Two free ways to start. No obligation, no long-term contract.
(906) 268-9778 hello@remotebookkeepersllc.com
Mon-Sat, 9am-5pm EST
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Free books review
We only read the file. Written findings in about 48 hours.
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