Monthly Bookkeeping
Reliable, timely, and audit-ready. Every single month.
We handle all your day-to-day bookkeeping needs—bank reconciliations, expense categorization, income tracking, and monthly financial reports—so your books stay current, clean, and crystal clear. Our systems ensure you receive accurate Profit & Loss and Balance Sheet reports on time, without you lifting a finger. You’ll always know where your money is going—and how your business is performing.
As a business owner, the opportunity cost of managing your finances should never outweigh your day-to-day responsibilities. Our QuickBooks Pro Advisor is specifically trained to use the QuickBooks Online software to its full potential and allowing you to focus on your business goals. Our services include:
–QuickBooks Accountant Set-up: We can walk you through the process of setting up a QuickBooks Accountant login to be able to help keep with our mission of transparency while being able to view your financial statements and other pertinent financial information that you have given us access to.
–General Ledger: Our team can enter data from your checking accounts and credit cards into QuickBooks and run the reports you need for end-of-year analysis and tax filing: Profit & Loss, Balance Sheet, and Cash Flow Statements.
-Monthly Bank Reconciliation: Through thorough data entry, we will reconcile bank and credit card statements to ensure you have an accurate understanding of your business on a regular basis.
–QuickBooks Online Cleanup: If you have been managing your own books and need a second pair of eyes to make sure they are correct, our Pro Advisor will go through your QuickBooks account and work with you to fix any problems they may find.
Accurate. Consistent. Precise, Financially Liberating.
Running a business is hard enough without wondering if your books are up to date. Our Monthly Bookkeeping service takes financial recordkeeping off your plate—so you can stop worrying about the numbers and start focusing on growth, service, and strategy.
Key Features
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Full transaction categorization and classification
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Monthly bank and credit card reconciliations
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Profit & Loss, Balance Sheet, and Cash Flow reports
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Monthly review with personalized notes or call (optional)
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Cloud-based bookkeeping using QuickBooks Online or Xero
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Audit-ready books and CPA collaboration
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Secure document storage and sharing
How It Works
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Initial Onboarding
We gather your financial accounts, documents, and goals. If needed, we also perform a cleanup to get your books current. -
Monthly Workflow Begins
At the end of each month, we reconcile your accounts, track income/expenses, and categorize every transaction with accuracy and consistency. -
Reporting & Review
You receive clean, organized financial reports with easy-to-read insights. You’ll always know how your business is performing—and what’s changing. -
Ongoing Support
Have a question? Need to explain a weird transaction? We’re here. You get consistent support and expert guidance when you need it most.
Why Use Finveritas for Bookkeeping?
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You’re Not Just a Number. We get to know your business so we can spot issues before they become problems.
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We Speak Plain English. No accounting jargon or fluff—just clear explanations you can understand and act on.
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We’re Consistent. Your reports are delivered like clockwork. No ghosting. No delays.
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We Care About Your Growth. Beyond the numbers, we help you understand trends, cash flow, and profitability to fuel smarter business decisions.
Your Business Benefits By…
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📈 Making better, faster decisions with current financials
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🧾 Reducing tax prep stress with organized, audit-ready books
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🕒 Reclaiming hours each month to focus on clients and operations
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💰 Spotting unnecessary expenses and cash flow gaps early
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🤝 Building trust with banks, investors, or CPAs using professional reports
Monthly Bookkeeping FAQs
1. What if I’m behind on my bookkeeping?
No problem. Many of our clients start that way. We’ll perform a catch-up and get your books current as part of onboarding so we can begin monthly service on solid ground.
2. What accounting software do you use?
We work with QuickBooks Online and Xero—both are cloud-based, secure, and user-friendly. If you’re not currently set up, we’ll help you choose and get started.
3. Do I have to give you full access to my bank account?
No. We use read-only connections through your accounting software or banking portals. Your financial security is a top priority.
4. Can I still work with my CPA or tax preparer?
Absolutely. In fact, they’ll love us. We’ll provide your CPA with organized, reconciled books and year-end reports, making their job easier and your tax bill more predictable.
5. How soon do I get my reports each month?
Typically, you’ll receive your reports within 5–10 business days after the close of each month. If we need input from you to finalize anything, we’ll let you know right away.
6. How often will I receive reports?
You’ll receive your Profit & Loss and Balance Sheet reports every month, typically by the 10th of the following month. We can also include custom reports based on your business needs.
7. How involved do I need to be?
Very little. Once your system is set up, all we typically need is timely access to your bank data and answers to occasional questions. We aim to take bookkeeping off your plate completely.
8. Can I talk to someone if I have a question about my books?
Absolutely. We provide ongoing support via email and offer optional monthly or quarterly check-in calls if you’d like a more hands-on experience. You’ll always have a direct line to your bookkeeper.
Stay tax-ready, cash-flow aware, and financially confident—all year long.
[Book Your Free Discovery Call Today]
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