Monthly bookkeeping
For owners who want someone to take care of the books each month.
Discuss monthly bookkeeping- Monthly bank and credit-card reconciliation
- Expense categorization supported by bank rules
- Monthly financial statements
an owner-operated cleaning company with a few accounts that wants reliable monthly reports without adding another administrative role.
Additional tracking and reporting are agreed separately when needed. This may include tracking customer invoices or supplier bills, payroll bookkeeping, loans, accrual adjustments, class or location tracking, custom reports, key performance indicator reports, quarterly summaries, or monthly walkthroughs. Tracking does not include paying bills, collecting payments, or running payroll.
Profit and Loss
See the income, expenses, and profit or loss for the period.
- Income
- $12,000
- Expenses
- $7,800
- Net profit
- $4,200
Balance Sheet
See what the business owns and owes at a point in time.
- Assets
- $10,500
- Liabilities
- $2,500
- Equity
- $8,000
Simplified examples using fictional numbers, not client results. Your reports reflect your business and agreed bookkeeping scope.