MONTHLY BOOKKEEPING SERVICES
Monthly bookkeeping services — fixed-price monthly close, delivered by a CPA firm.
One monthly price. CPA reviews every close. Monthly reporting package. QuickBooks Online. U.S.-based. We never send your private data to foreign countries.
BOOK A CONSULTATION →What we do
Who this is for
- U.S. small and mid-sized businesses looking for a monthly bookkeeping subscription with a CPA firm on the file.
- Founders and operators currently on Bench, Pilot, xendoo, Bookkeeper.com, or a solo bookkeeper who want CPA review.
- Multi-state operators whose current bookkeeper cannot handle sales tax nexus or multi-state payroll.
- Owners who want predictability — one monthly price, no hourly surprises, a fixed close day.
- Businesses whose tax preparer has been complaining about the state of the books.
Deliverables
Frequently asked
Q: Do you work with clients outside California?
A: Yes. Federal tax and monthly bookkeeping travel across state lines. State returns and state-level compliance are handled where the client actually operates — we prepare multi-state returns through ProConnect and coordinate multi-state sales tax and payroll where scope calls for it.
Q: What is included in "one monthly price"?
A: The recurring monthly close: reconciliations, categorization, accruals, close entries, CPA review, and the monthly reporting package. Add-ons (payroll, bill pay, 1099s, sales tax) are quoted separately and rolled into the monthly invoice once scoped. No hourly meter on the recurring work.
Q: What if my books are behind or a mess?
A: Cleanup is a one-time flat-fee project — quoted up front — that gets your books to a clean opening balance before monthly service starts. Common scopes: reconciling 12–24 months of unreconciled bank activity, categorizing an "Ask My Accountant" pile, rebuilding a broken chart of accounts.
Q: Which platforms do you use?
A: QuickBooks Online for the general ledger. Bill.com for AP. ADP for full-service payroll (Gusto where scope calls for it). Egnyte (SOC 2) for document exchange with encryption at rest and in transit. ProConnect at year-end for tax.
Q: Who actually touches my books?
A: A U.S.-based bookkeeper does the daily work. A licensed CPA reviews the close every month. Both are on our team in the Beverly Hills office. Neither of them lives overseas.
Q: When does the monthly close arrive?
A: On a fixed calendar day — the 15th, 20th, or 25th, depending on your bank statement cutoffs. You're never left in the dark.
Fixed-price monthly bookkeeping. Reviewed by a CPA. Never offshored.
Monthly bookkeeping services on QuickBooks Online — CPA-reviewed monthly close, monthly reporting package, one monthly price. No hourly CPA fees. Thirty-minute consultation.
BOOK A CONSULTATION →CALL (866) 222-6060