Monthly Bookkeeping

What’s included

Reconciliations

Get balance sheet accounts reconciled every month. That includes checking accounts, savings accounts, payroll liabilities, loans, and any other notes payable on the books.

Accounts Payable & Receivable

Pay and get paid as soon as possible with invoicing and bill pay services.

1099 Filings

Ensure vendor compliance with W9 reporting requirements, and e-filed 1099 forms before the January deadline.

State Tax Compliance

Stay compliant with state and local tax requirements including sales tax, B&O, personal property, unclaimed property, annual reports, and license renewals.

Report Delivery

Receive insightful financial reports every month.

Costs

Monthly bookkeeping fees start at $500/month and are based on industry and the volume of business.

A discovery call is required before pricing can be provided but on average, monthly bookkeeping services will be between 1-2 percent of gross revenue.

Annual access to our growing library of online training courses, master classes, special events, and 1-on-1 coaching sessions.

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Consulting & Budgeting