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Monthly Bookkeeping Services
for Small Businesses
Keep your books accurate, current, and organized every month. Bookkeeping Made Simple helps small business owners stay on top of their finances with reliable monthly bookkeeping, clear financial statements, and direct access to a dedicated bookkeeper.
Monthly Bookkeeping — The Foundation of a Financially Healthy Business
Messy or outdated books can make it harder to understand your business finances, identify potential deductions, prepare for taxes, and make decisions using reliable information.
Bookkeeping Made Simple provides ongoing monthly bookkeeping services for small business owners. Each month, the team reconciles bank and credit card accounts, categorizes transactions, monitors accounts receivable and payable, and prepares financial statements including Profit & Loss, Balance Sheet, and Cash Flow reports.
Keeping your books current throughout the year gives you a clearer picture of where your business stands and helps make tax season more of a review than a rescue mission.
What’s Included in Monthly Bookkeeping:
Monthly bank and credit card reconciliation
Expense categorization and tracking
Accounts receivable and payable monitoring
Monthly Profit & Loss statement
Monthly Balance Sheet
Monthly Cash Flow statement
Dedicated bookkeeper with direct access
QuickBooks Online-based workflow with 24/7 visibility into your financial data
Who Is Monthly Bookkeeping For?
Monthly bookkeeping is designed for small business owners who want accurate, up-to-date financial records without managing every bookkeeping detail themselves.
Bookkeeping Made Simple can help business owners who need ongoing transaction categorization, account reconciliation, financial statements, and a clearer understanding of their business finances throughout the year.
Whether your books are becoming difficult to keep up with or you simply want a more reliable monthly process, professional bookkeeping can help keep your financial information organized and accessible.
Monthly bookkeeping may be a good fit if you:
Are falling behind on bookkeeping
Need reliable monthly financial statements
Want clearer visibility into your business finances
Prefer ongoing bookkeeping support without hiring in-house
Bookkeeping Made Simple provides monthly bookkeeping support to small businesses nationwide through a QuickBooks Online-based workflow.
How Monthly Bookkeeping Works
Bookkeeping Made Simple provides ongoing monthly bookkeeping for small business owners who want accurate, organized, and up-to-date financial records. Each month, bookkeeping includes account reconciliation, transaction categorization, financial activity monitoring, and financial statement preparation.
Reconcile Bank and Credit Card Accounts
Bank and credit card accounts are reconciled each month to help keep your financial records aligned with your actual account activity.
Categorize Transactions and Track Expenses
Transactions are categorized and expenses are tracked so your books stay organized and current throughout the year.
Monitor Accounts Receivable and Payable
Accounts receivable and payable are monitored as part of monthly bookkeeping, helping you maintain a clearer view of money coming into and going out of your business.
Prepare Monthly Financial Statements
Monthly Profit & Loss, Balance Sheet, and Cash Flow statements provide a clearer view of your business finances and current financial position.
Ongoing Access to Your Financial Information
Bookkeeping is managed through a QuickBooks Online-based workflow, with direct access to a dedicated bookkeeper and 24/7 visibility into your financial data. Bookkeeping Made Simple provides monthly bookkeeping support to small businesses nationwide.
Monthly Bookkeeping FAQs
What is included in monthly bookkeeping?
Bookkeeping Made Simple’s monthly bookkeeping service includes bank and credit card reconciliation, transaction categorization and expense tracking, accounts receivable and payable monitoring, and preparation of monthly financial statements. Clients also have direct access to a dedicated bookkeeper and 24/7 visibility into their financial data through a QuickBooks Online-based workflow.
How often are my bank and credit card accounts reconciled?
Bank and credit card accounts are reconciled each month as part of the ongoing bookkeeping process. Regular reconciliation helps keep your financial records aligned with your actual account activity.
What financial statements will I receive each month?
Monthly bookkeeping includes a Profit & Loss statement, Balance Sheet, and Cash Flow statement. These reports provide a clearer view of your business finances and help you understand where your business stands.
Does Bookkeeping Made Simple use QuickBooks Online?
Yes. Bookkeeping Made Simple uses a QuickBooks Online-based workflow for monthly bookkeeping. This gives clients 24/7 visibility into their financial information while their books are maintained throughout the year.
Will I have direct access to a bookkeeper?
Yes. Monthly bookkeeping includes direct access to a dedicated bookkeeper, giving you a consistent point of contact for questions about your books and financial records.
Can Bookkeeping Made Simple work with businesses outside Utah?
Yes. Bookkeeping Made Simple provides monthly bookkeeping support to small businesses nationwide. Because the service is managed through a QuickBooks Online-based workflow, clients do not need to be located near the Bookkeeping Made Simple team.
A Qualified Team Behind Every Engagement
When you work with Bookkeeping Made Simple, you're not handed off to a junior staffer or an offshore contractor. Every engagement is handled by a credentialed team with real-world business experience and a genuine commitment to your financial success.
Two MBAs. A Master of Accounting. And a track record of actually getting it done.
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801-692-0032