Monthly Bookkeeping
Done For You

We maintain accurate, detailed records of all your financial transactions in your general ledger. This foundational accounting practice ensures that every transaction is properly recorded and categorized.

Our team ensures that accounts are properly set up, transactions are recorded in the correct accounts, and the ledger stays accurate and current at all times.

Good general ledger maintenance is essential for understanding your business's financial position, preparing financial statements, and ensuring compliance with tax and regulatory requirements.

We handle all the detail work so you have a clean, accurate ledger that reflects your true financial situation.

Bank reconciliation is the process of comparing your accounting records with your bank statements to ensure accuracy and identify any discrepancies. This critical process catches errors, identifies fraud, and ensures your financial records are correct.

We reconcile all your accounts monthly, investigate any differences, and ensure that your book balance matches your bank balance. This gives you confidence in your financial data and helps you spot problems early.

We prepare comprehensive financial statements that give you a clear picture of your business's financial health. Our statements include income statements, balance sheets, and cash flow reports that are accurate, timely, and formatted for easy analysis.

Whether you need statements for loan applications, investor presentations, or internal management, we ensure they're professional, accurate, and ready to go.

Our monthly accounting service keeps your books current and accurate. We handle transaction entry, reconciliations, and adjustments on a regular basis so you're never behind.

With up-to-date monthly records, you can track your business's performance in real time and make informed business decisions based on current financial data.

We work proactively to minimize your tax liability through strategic planning. From timing income and deductions to identifying tax credits you qualify for, we help you keep more of what you earn.

Our tax planning goes beyond filing returns. We help you structure your business and finances for maximum tax efficiency throughout the year.

Monthly bookkeeping starts from around $450 per month, based on your transaction volume and complexity. You get a fixed quote up front, with no hidden fees.

Transaction categorization, bank and credit card reconciliation, monthly financial statements (profit and loss and balance sheet), and ongoing general ledger upkeep, so your books are accurate and ready at tax time.

Yes. Catch-up and cleanup work is common. We bring your records current, reconcile everything, and set up a simple monthly routine so you do not fall behind again.

No. The process is fully digital for small businesses across Orange County. You can share documents securely online, and an in-person meeting is available if you prefer one.

Monthly Bookkeeping is built for small operators, roughly 1 to 9 employees. If your company is larger, runs payroll for 10 or more people, or needs controller or CFO level support, look at our Client Accounting Services, starting from $1,495 per month.