Full Service Monthly Bookkeeping

Consistent, accurate bookkeeping is the foundation of strong financial management. Our monthly bookkeeping services ensure your records are up to date, your reports are reliable, and you always know where your organization stands financially.

We handle the day-to-day financial details so you can focus on your mission or business goals with peace of mind.

Included Services:

  • Record and categorize income and expenses

  • Reconcile bank, credit card, and other financial accounts

  • Maintain accurate general ledger and supporting documentation

  • Track and classify restricted funds, grants, or programs (if applicable)

  • Record journal entries for payroll, depreciation, and other adjustments

  • Maintain up-to-date balance sheet and income statement

  • Provide monthly financial reports tailored to your needs

  • Review books for accuracy and completeness each month

  • Communicate regularly to address questions or unusual transactions

  • Prepare books for tax filings, audits, or year-end reporting

This service keeps your books clean, current, and ready for whatever comes next — from board meetings to audits to strategic planning. Want to add quarterly check-ins or budget monitoring? We can customize a plan that works for you.

Illustration of a woman with glasses working at a cluttered desk with an open book, various office supplies, plants, a clock, and electronic devices.