What's included
- Categorizing the month's income and expenses
- Bank and credit card reconciliations
- Sales tax returns filed on time
- A heads-up on what you owe before it's due
- A simple monthly profit and loss report
Service / 01 · / Monthly service Record
Monthly bookkeeping
The core service: keeping your business current without you having to watch it.
Note Categorizing, reconciling and closing the books, month after month.
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How it works
Service scope
Every month we categorize your income and expenses, reconcile your bank and credit card accounts, close the books and file your sales tax on time.
We tell you what you owe days ahead so you can plan for it. And when the month closes, you get a simple report showing what you sold, what you spent and what was left.
What's included
What this service includes.
Everything below is part of the agreed fee, with no per-question charges.
Clients
Clients who need it.
Each type of business uses it at a different point in its life.
Related services
Services that often go with it.
Handled by the same dedicated accountant, so you never have to explain everything again.
Next step
Get a quote.
Tell us about your business, and we'll come back with the monthly fee and what it covers.