Monthly Management
Set it, forget it. Reports you can trust.
Ongoing monthly bookkeeping, reconciliation, and reporting so you always know where the business stands.
Monthly reports
Expense tracking
Cash flow view
Year-end package
What's slowing you down
Common pain points we resolve every day.
Slow reporting
Numbers come weeks late, after the decision window closes.
Inconsistent categorization
Expenses miscoded month over month.
Cash flow surprises
You find out about shortfalls too late to act.
Year end scramble
Tax time becomes a fire drill, every year.
Our solution
A reliable monthly close every month
We run a structured monthly close so your books are reconciled and reports are out by the 10th of every month.
You get a dedicated team, a real time dashboard, and the same eyes on your numbers month after month.
- Reconciliation by day 5
- P&L, BS, cash flow by day 10
- Dedicated bookkeeper + reviewer
- Year end always ready
What you receive
Monthly reports
P&L, balance sheet, cash flow.
Expense tracking
Categorized to your chart of accounts.
Cash flow view
Real-time dashboard, 24/7.
Year-end package
Tax-ready financials delivered to your CPA.
Why it matters
Save Time
Take bookkeeping off your plate entirely.
Reduce Errors
Two sets of eyes on every close.
Improve Cash Flow
See and act on trends in real time.
Better Decisions
Make calls with confidence in the numbers.
From chaos to clarity
Audit
Assess scope and identify gaps.
Rebuild
Reconcile bank, card, and processor data.
Verify
Cross-check every account to source.
Deliver
Tax-ready financials and handoff.
Flat-Fee Pricing. No Surprises.
Predictable monthly rates based on your business complexity
$150
/ month- Monthly reconciliation
- CPA coordination
- Dedicated bookkeeper
- Financial reports
- Unlimited email support
- Tax-ready books
Frequently asked questions
We routinely clean up 3+ years of history.
Most engagements complete in 2–4 weeks depending on transaction volume and complexity.
Read-only access to bank, credit, and accounting systems. We handle the rest.
We prepare tax-ready financials and coordinate directly with your CPA, or refer you to one in our network.