Monthly Service · From $180 / month
Know exactly where your business stands, every single month.
Your transactions recorded, your accounts reconciled, a plain-language summary waiting in your inbox. No backlog, no guesswork — just tidy, current books you can rely on.
What this offers you
Books that are always ready — not just at year-end.
There's a particular kind of calm that comes from knowing your finances are in order. Not scrambling to pull things together before a meeting with your accountant. Not piecing together what happened last quarter from a pile of bank statements.
With Monthly Bookkeeping Care, your records are current at all times. Each month, we work through your transactions, reconcile your bank and card accounts, and send you a short, readable summary — so you always have a clear picture of where things stand.
What you can expect
- All transactions categorized and recorded each month
- Bank and card account reconciliations completed
- Monthly plain-language summary of your financial position
- Organized records ready for your accountant at any point
- A consistent, attentive partner you can reach with questions
What often gets in the way
Running a business leaves little room for careful record-keeping.
Most small business owners are deeply capable people. The reason their books fall behind isn't a lack of discipline — it's that bookkeeping competes with everything else that needs their attention, and it rarely wins.
A month slips by. Then another. Receipts pile up somewhere. Bank feeds go unreconciled. By the time tax season arrives, what should be a straightforward process becomes a stressful one.
It's not a character flaw. It's just a natural result of running a small operation where you wear many hats. Having someone else handle this — someone who does only this, and does it carefully — makes a real difference.
How we approach this
A monthly routine you hand off, not something else to manage.
Step 1
We receive and sort
Each month, we access your records through your preferred bookkeeping software or shared documents. Every transaction is reviewed, categorized, and placed where it belongs.
Step 2
We reconcile carefully
Your bank statements and card accounts are matched against your records. Discrepancies are noted and flagged. Nothing is left hanging or assumed correct without checking.
Step 3
We summarize clearly
You receive a short summary in plain language — no jargon, no ambiguity. It covers where things stand, what came in and went out, and anything that may need your attention.
Working together
Quiet, steady support — month after month.
Once we're set up and the first month is behind us, the process becomes pleasantly routine. You go about your business. We handle the entries. At the end of the month, a summary arrives in your inbox.
If something unusual comes up — an unfamiliar transaction, a category you're unsure about — you can reach out and we'll sort it together. There's no ticket system or automated responses: just a direct line to someone who knows your books.
Over time, a picture of your business builds up. Patterns become visible. You start to see what months tend to be leaner, where your expenses cluster, what's growing. That kind of clarity is hard to put a number on.
Onboarding
We review your current records, agree on software access, and set a start date. Usually takes less than a week to get going.
First month
We process your first full month of transactions and deliver your initial summary. You see the format and can ask questions before we settle into the rhythm.
Ongoing
Each month follows the same steady pattern. Your books stay current. You stay informed. No surprises.
The investment
Monthly Bookkeeping Care
A flat monthly fee with no hidden extras. You know what you're paying before anything starts.
Monthly Plan
$180
per month · billed monthly · cancel anytime
- All monthly transaction recording
- Bank and card statement reconciliations
- Expense categorization
- Plain-language monthly summary
- Direct access to ask questions
- Books organized for your accountant's use
What does $180/month actually mean?
It's less than most people spend on software subscriptions they barely use. It's the cost of having someone attentive handle the part of the business that tends to create the most anxiety when left unattended.
No long-term contracts
This is a monthly arrangement. If your circumstances change, you're free to pause or stop without penalty. We'd rather earn your continued trust than lock you in.
What's not included
Tax filing, VAT returns, and payroll processing are outside the scope of this service. If you need those, we're happy to point you in the right direction. This service focuses purely on keeping your books clean and current.
Why this works
Consistent attention produces consistently reliable books.
Monthly cadence removes the backlog problem
When bookkeeping happens every month without exception, entries never pile up. There's no catch-up work, no frantic reconciliation before a deadline. The rhythm itself is the solution.
What you can expect, and when
Your first month summary arrives within the first full calendar month of service. From there, summaries come within the first week of each new month. Reconciliations are completed before the summary is sent — not after.
Visibility that builds over time
After three months, you begin to see patterns. After six, you have a solid baseline for understanding your business's financial rhythm. Clean books compounding over time are one of the more underrated advantages of staying on top of things.
Our commitment to you
We stand behind the work we do.
If at any point in the first month you feel the service isn't delivering what was described, we'll review it together and make it right. We're not interested in charging for something you don't find genuinely useful.
There's no obligation before we begin. The first step is a short conversation to understand your business and decide whether this is the right fit. If it isn't, we'll say so — and you're welcome to seek other options without any pressure from us.
We work with a small number of businesses at a time, which means the quality of attention stays consistent. Your books don't get handed to a junior staff member or lost in a queue.
First-month review
If the first month's work doesn't meet your expectations, we discuss it openly and adjust or part ways without charge.
No lock-in commitment
Monthly billing, no contracts, no cancellation fees. You stay because the work is worth it, not because you're trapped.
Free initial conversation
We spend a few minutes learning about your business before anything is agreed. No forms, no sales pressure — just a straightforward exchange to see if there's a good fit.
How to get started
Getting going is simpler than you might think.
Send us a message
Fill in the short form on the main page. Tell us a little about your business — industry, size, current state of your books. No need to prepare anything formal.
We talk briefly
We'll arrange a short call or email exchange to understand what you need and confirm Monthly Bookkeeping Care is the right fit for your situation.
We set up access
You share access to your bookkeeping software or provide your records in an agreed format. We review what's there and confirm a start date together.
Work begins
We process your first month and deliver the summary. You see what the ongoing arrangement looks like — and you're free to ask questions throughout.
Monthly Bookkeeping Care · From $180 / month
Your books deserve to be in good order.
If you've been meaning to get on top of your bookkeeping but keep putting it off, this is the moment to hand it over. A quick message is all it takes to get started.
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