Services
Monthly Bookkeeping Services in Menifee, CA
Your transactions categorized, your accounts reconciled and a clear report every month, so you always know where your business stands.
What's included
Everything your books need, every month
- Categorizing income and expenses
- Reconciling bank and credit card accounts
- Tracking what customers owe you and what you owe vendors
- Monthly profit and loss statement and balance sheet
- Flagging anything unusual we find
Is monthly bookkeeping right for you?
Common for Menifee contractors, home service companies, medical offices, retail shops and restaurants.
You're too busy to keep up
You run the business all day and the books keep getting pushed to the weekend.
You want real numbers
You'd like to know your profit each month instead of guessing until tax time.
Your CPA needs clean records
Your tax preparer keeps asking for organized, reconciled books.
How monthly bookkeeping works
Connect your accounts
We set up secure access to your bank, credit card and bookkeeping software.
We do the work
Each month, we categorize transactions and reconcile every account.
You get your reports
You receive your monthly reports and can ask us questions anytime.
Bookkeeping, not tax filing
Monthly bookkeeping keeps your records accurate and up to date. We don't prepare or file tax returns. At year-end, we hand your CPA or tax preparer clean, reconciled books. Behind by a few months? Start with catch-up bookkeeping, and see our bank reconciliation page for what reconciliation involves.
Monthly bookkeeping FAQs
What do I need to send each month?
Usually nothing extra once your accounts are connected. We'll ask about any transactions we can't identify, like unclear deposits or missing receipts.
When will I get my monthly reports?
After your accounts are reconciled for the month. We'll agree on a schedule when you sign up.
What bookkeeping software do you work with?
Let us know which software you use when you request a quote, and we'll confirm how we can help.
Does monthly bookkeeping include tax filing?
No. In California, tax returns are prepared by a CPA, enrolled agent, attorney or CTEC-registered tax preparer. We give them organized, reconciled books to work from.
Get your books current and keep them that way
Tell us about your business and we'll send a free, no-obligation monthly bookkeeping quote.