Monthly Bookkeeping
Monthly Bookkeeping Services in San Jose
Your books should tell you where your business stands this month, not just at tax time. I keep your QuickBooks accurate and current every month, then walk you through what the numbers mean.
What's Included Each Month
- Every bank, credit card and loan transaction categorized
- Bank and credit card accounts reconciled to the statements
- Accounts receivable and payable kept current, so you know who owes you and what you owe
- Profit & Loss, Balance Sheet and cash reports delivered each month
- Sales tax tracking for California businesses that collect it
- A P&L review with me: what changed, what to watch, and where you’re heading
- Quick answers by email, text or phone when questions come up
Who It's For
Owners who are too busy running the business to keep up with the books: contractors, restaurants, service businesses and nonprofits across San Jose and the Bay Area. If your books are already behind, we start with a cleanup and catch-up and then move to monthly.
How Pricing Works
You get a fixed monthly fee based on your transaction volume and the number of accounts. You’ll have a written quote before we start. If your business grows or slows down, we meet and adjust the fee together, so you only pay for the work you actually need.
Why Monthly Matters
- Catch problems early: missed deposits, duplicate charges, unpaid invoices
- Make decisions on real numbers, not guesses
- Be ready for loans, investors or a sale at any time
- No year-end scramble: your CPA gets tax-ready books
Frequently Asked Questions
Do I need to use QuickBooks?
I work in QuickBooks Online. If you’re on QuickBooks Desktop or another system, I can help you move over.
Do we have to meet in person?
No. Bay Area clients can meet face-to-face. Everyone else works with me by phone, Zoom and email.
How do I send you receipts and statements?
Most of it flows into QuickBooks automatically through your bank feeds. For the rest, a quick email or a shared folder is enough.
When will I get my monthly reports?
By the 15th of the following month.
Free Estimate
Request A Quote
Tell me about your business and get a clear monthly quote, with no pressure and no obligation.