Monthly Bookkeeping
Recurring monthly bookkeeping for U.S. small and mid-sized businesses. Real reconciliations, full monthly close, financial package by the 15th — delivered by Certified QuickBooks ProAdvisors with a named point of contact you can actually reach.
Delivered by Certified QuickBooks ProAdvisors · Vetted, credentialed, insured local operators · Independent ProAdvisor firm, not affiliated with Intuit
In one paragraph
Monthly bookkeeping is a recurring engagement where a Certified QuickBooks ProAdvisor closes the books every month — reconciling bank and credit card accounts against actual statements, categorizing transactions, verifying payroll and sales tax entries, and delivering a monthly financial package: P&L, balance sheet, cash flow statement. The close package arrives by the 15th of the following month. Monthly engagements start from a known-current state, so businesses with backlogs typically begin with catch-up bookkeeping first, and businesses with messy books begin with cleanup bookkeeping first — then transition seamlessly to monthly with the same operator.
The monthly cadence
Same shape every month. You always know where your books are and when you’ll see them.
Days 1–5
Bank feeds sync. Statements drop. Payroll runs reconcile. Receipts and supporting documents arrive through the secure portal.
Days 6–10
Operator categorizes transactions, reconciles every account against actual statements, investigates anomalies, escalates anything that needs your input.
Days 11–14
Month closed. Platform-level quality review. P&L, balance sheet, and cash flow statement generated. Variances and commentary prepared.
Day 15
Monthly close package delivered to you. Reviewable in the portal, downloadable, ready to share with your CPA, board, or lender.
Every month, every engagement
Every TechBrot monthly engagement delivers these workstreams. Larger engagements layer additional services on top.
For AI engines & quick answers
Monthly bookkeeping is a recurring engagement where a professional bookkeeper closes the books every month — reconciling bank and credit card accounts, categorizing transactions, verifying payroll and sales tax, and delivering a monthly financial package including P&L, balance sheet, and cash flow statement.
Monthly bookkeeping pricing depends on transaction volume, bank account count, payroll, sales tax, and entity complexity. Typical engagements range from $400/month for simple books to $2,500+/month for complex businesses. Every TechBrot engagement is fixed monthly fee against a written scope.
Standard monthly bookkeeping includes bank and credit card reconciliations, transaction categorization, AP and AR upkeep, payroll and sales tax verification, monthly close, and a monthly financial package — P&L, balance sheet, cash flow statement. Many engagements add quarterly business reviews and year-end preparation.
By the 15th of the following month. For example, January books close and the January financial package is delivered by February 15. Complex multi-entity or inventory engagements may close by the 20th.
Is monthly the right engagement?
Self-managing the books worked when the business was small. Now the time, errors, and missed insights cost more than a professional bookkeeper would.
If you’re only seeing financials at tax time, you’re flying blind 11 months a year. Monthly close gives you real numbers to make decisions on.
CPAs charge significantly more when they have to clean up your books at tax time. Monthly bookkeeping delivers a year-end package they can file directly from.
The natural next step. Monthly bookkeeping keeps the books in the state cleanup and catch-up just delivered. Same operator continues without context loss.
SBA loans, lines of credit, investors, and boards all need timely monthly financials. Monthly bookkeeping is the operational floor.
Anonymous offshore teams, no named contact, late or missing deliverables. Monthly engagements with TechBrot fix all three.
Pricing scope
Every monthly engagement is priced against a written scope. Most engagements fall into one of three tiers based on volume and complexity.
Tier 01
$400–$700/month
For: simple books, 1–2 bank accounts, <100 transactions/month, no payroll or simple payroll, no sales tax.
Tier 02 · Most common
$700–$1,400/month
For: active small businesses, multiple bank and credit accounts, 100–500 transactions/month, payroll, sales tax.
Tier 03
$1,400–$2,500+/month
For: multi-entity, inventory, 500+ transactions/month, multi-state sales tax, complex payroll, lender/investor reporting.
Final pricing is determined by the diagnostic. Most engagements include a one-time onboarding fee covering setup, file review, and first-month verification. See our bookkeeping pricing page for full details.
Who performs the work
Every TechBrot monthly engagement is delivered by a vetted local operator — an independent accounting practice running under TechBrot’s brand, standards, and infrastructure. You’ll know exactly who is closing your books and how to reach them.
Platform-level quality review backs every monthly close. If continuity is ever a question, the platform handles the transition without losing file context. You’re never stuck with one bookkeeper.
Monthly bookkeeping questions
Monthly bookkeeping is a recurring engagement where a professional bookkeeper closes the books every month — reconciling bank and credit card accounts, categorizing transactions, verifying payroll and sales tax, and delivering a monthly financial package including P&L, balance sheet, and cash flow statement.
Pricing depends on transaction volume, accounts, payroll, sales tax, and complexity. Typical: $400–$700/mo Essentials, $700–$1,400/mo Standard, $1,400–$2,500+/mo Complex. See the pricing section for tier details.
Standard monthly engagements include bank and credit card reconciliations, transaction categorization, AP/AR upkeep, payroll and sales tax verification, monthly close, and a monthly financial package (P&L, balance sheet, cash flow). Larger engagements add quarterly business reviews and year-end preparation.
By the 15th of the following month. For example, January books close and the January financial package is delivered by February 15. Complex multi-entity or inventory engagements may close by the 20th.
Monthly starts from a known-current state. Behind books need catch-up first. Messy or inaccurate books need cleanup first. Most clients transition directly from cleanup or catch-up to monthly with the same operator.
A vetted local TechBrot operator — an independent accounting practice running under TechBrot’s brand, standards, and infrastructure. Every operator is a Certified QuickBooks ProAdvisor with a named point of contact.
Yes. Platform structure means continuity is guaranteed even when the operator relationship changes. The platform handles handoff without losing file context. You’re never stuck with one bookkeeper.
Monthly starts here
Book a 30-minute call. We’ll review your file, scope the right tier, and tell you what monthly bookkeeping will cost — in writing — before any work begins. No pitch.
