How long does the monthly close take?

Typically 5–10 business days after we receive all documents.

What reports do I get each month?

P&L, balance sheet, and a summary with notes on anything that needs your attention.

What if I mix personal and business expenses?

We'll help separate them during categorization. We recommend a dedicated business account going forward.

Can you handle multiple bank accounts or entities?

Yes. We reconcile all accounts tied to your business—checking, savings, credit cards, and loans.

Monthly Bookkeeping

We handle reconciliation, categorization, monthly close, and monthly reports so you always know where you stand. Clean books every month—no surprises.

What you get

Monthly reconciliation (bank, credit cards, loans)
Expense categorization and coding
Monthly close with P&L and balance sheet
Clear reports you can use for decisions

How it works

Collect

Bank feeds + docs checklist.

Reconcile

Accounts tied out.

Review

Exceptions + questions.

Report

P&L + balance sheet + notes.

Plan

What to do next month.

Common problems we fix

Books months behind
Uncategorized or miscoded transactions
No idea what profit really is
Tax season scramble
QuickBooks a mess

Ready to get started?

Book a 15-minute call or request a bookkeeping assessment. No obligation.

+1 360-404-7589

Get clean, current books—starting this month.

Book a call or get a bookkeeping assessment. No obligation.