Monthly Bookkeeping
Your books stay current every month. We handle categorization, reconciliation, and reporting so you can focus on running your business instead of chasing receipts.
What This Is
Monthly bookkeeping is the ongoing work of keeping your financial records accurate and current. Every transaction that flows through your business gets categorized properly. Your bank and credit card accounts get reconciled. At the end of each month, you have reports that show exactly what came in, what went out, and where you stand.
This is different from doing your own bookkeeping sporadically or trying to catch up once a year before taxes. It’s consistent attention to your finances so nothing falls behind. You’re not scrambling to remember what a charge from four months ago was for. The work stays current, which means the information stays useful.
The Process
The Process
Every month we categorize your transactions, making sure expenses go to the right accounts and income is recorded accurately. We reconcile your bank statements and credit cards to catch errors or duplicates. We clean up any issues before they have a chance to compound into bigger problems.
The Reports
The Reports
You receive financial statements that actually make sense. A profit and loss showing your revenue and expenses. A balance sheet showing what you own and owe. Reports you can hand to your CPA, share with your banker, or use yourself to understand how your business is performing.
The Drift
Books tend to drift when nobody is watching them. A few uncategorized transactions become a few dozen. A missed bank reconciliation hides a duplicate charge you never caught. Small gaps compound into big confusion. By the time you notice something is wrong, you’re looking at months of untangling.
The damage isn’t just messy records. It’s the decisions you make without accurate information. You think you can afford to hire someone because your bank balance looks healthy. But you haven’t accounted for the tax bill coming next quarter or the outstanding invoices you forgot to follow up on. You’re making choices based on incomplete data and hoping for the best.
Tax Season Panic
Tax Season Panic
Every April, business owners show up at their accountant’s office with a box of receipts and a year of neglected records. The accountant charges extra to sort through the chaos. Deductions get missed because nobody can piece together what happened. The return goes on extension because there’s simply not enough time to do it right.
The Mental Load
The Mental Load
Even when you’re not actively dealing with your books, the mess weighs on you. You know it’s there. You avoid logging into your accounting software because you don’t want to see the chaos. That low-grade anxiety follows you around, making it harder to focus on actually running your business.
What Changes
When your books are current, you know your numbers. Not a rough sense of whether things are going okay. Actual numbers. You know your profit margin. You know which months are slow and which are strong. You can spot problems early enough to do something about them instead of discovering them after the fact.
Monthly bookkeeping also saves time you didn’t realize you were losing. No more hunting for receipts before a meeting with your accountant. No more trying to remember what you spent money on last quarter. The information is already there, organized and ready when you need it.
Better Decisions
Better Decisions
When you know your real margins, you can price your services accurately. When you can see which clients are profitable and which ones aren’t, you can adjust. When you’re considering a big purchase or a new hire, you have actual financial data to base the decision on instead of a gut feeling and a quick glance at your bank balance.
Ready for Opportunity
Ready for Opportunity
Lenders ask for financial statements. Buyers doing due diligence want clean books. Partners want to see real numbers before signing on. When an opportunity shows up, you’re not scrambling to prepare. Your records are already in order, which puts you in a stronger position to move quickly when it matters.
LA's Small Business Bookkeeper
The Next Step:
A Short Conversation
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a clear price for the work.