Monthly bookkeeping provides consistent, accurate financial records so you can make informed decisions and stay compliant throughout the year—not just at tax time. This service is designed for small businesses and creatives who want reliable, ongoing financial support without managing the details themselves.

Services may include, depending on the engagement:

• Monthly transaction categorization and reconciliation

• Review and cleanup of income and expense activity

• Sales tax tracking support (where applicable)

• Financial reporting (profit & loss, balance sheet)

• Ongoing bookkeeping oversight to support tax planning and compliance

Software & Access Requirements

To provide ongoing bookkeeping services, clients must use a supported accounting software platform (such as QuickBooks Online, Xero, Wave, Zoho Books, or FreshBooks) and grant accountant access at no additional cost to the client.

I am happy to work within a client’s existing software where feasible. However, I do not provide monthly bookkeeping services using Excel or spreadsheets. Spreadsheet-based records may be used for limited cleanup, review, or advisory engagements, but not for ongoing bookkeeping.

This policy ensures accurate records, proper audit trails, and efficient collaboration throughout the engagement.

Estimated Time Commitment

Most monthly bookkeeping engagements require approximately 1–3 hours per month. Businesses with higher transaction volume, sales tax complexity, multiple income streams, or disorganized records may require additional time.

Time estimates are provided for planning purposes only and are not guarantees. Actual time may vary based on the condition of the records, responsiveness of the client, and changes in business activity.

Billing Structure

Monthly bookkeeping services are billed on a monthly retainer, based on transaction volume, number of accounts, platforms involved, and overall complexity. Retainer amounts are quoted after a discussion with you where I can get a better understanding of the complexity and volume involved.

Any third-party software subscriptions, tax payments, or government filing fees are billed separately. All services and scope of work will be confirmed in a formal engagement letter prior to the start of work.