A bookkeeper near you
What near should mean for your books, and how a remote bookkeeper in your own QuickBooks file compares with a local office.
The engagementBookkeeping
Monthly bookkeeping services
Books closed every month. By a senior bookkeeper. On time.
Monthly bookkeeping keeps a clean file clean: every transaction categorised, every account reconciled, and a close package delivered each month by your senior bookkeeper, reviewed before it reaches you. One fixed monthly fee, set in your written scope.
$500–$2,500+/moWhat sets the price
What you can check before you sign
- Fixed fee, written first
- Your own QuickBooks® file
- No hourly billing
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
§ 01 · The engagement
What monthly bookkeeping is.
§ The engagement
Monthly bookkeeping is a recurring close of your books at a fixed fee of $500–$2,500+/mo: every account reconciled to its statements, transactions categorized, payroll and sales tax verified, and a financial package (P&L, balance sheet, cash flow) delivered by the 15th of the following month, once your statements and documents are in.
Every close is reviewed by a Certified QuickBooks ProAdvisor before it reaches you.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification,
§ 02 · Is it time?
Signs you need monthly bookkeeping.
01
Your business is past the DIY-bookkeeping stage.
Self-managing worked when the business was small. Now the time, errors, and missed insight cost more than a professional bookkeeper would.02
You need monthly numbers, not just year-end ones.
If you only see financials at tax time, you’re flying blind 11 months a year. A monthly close gives you real numbers to decide on.03
Your CPA needs clean books to file efficiently.
CPAs charge significantly more to clean up books at tax time. Monthly bookkeeping delivers a year-end package they can file directly from.04
You just finished cleanup or catch-up.
The natural next step. Monthly keeps the books in the state cleanup and catch-up just delivered — same preparer, no context loss.05
You have a lender, board, or investor watching the numbers.
SBA loans, lines of credit, investors, and boards all need timely monthly financials. Monthly bookkeeping is the operational floor.06
Your current bookkeeper is unreliable or non-responsive.
Anonymous teams, no named contact, late or missing deliverables. A monthly engagement with TechBrot fixes all three.When monthly bookkeeping isn’t the right engagement
- The books are behind or don’t reconcile. Bring them current first with catch-up or cleanup; monthly starts from a clean month.
- You need your tax return filed. Monthly bookkeeping keeps and closes the books; it does not file your taxes. Your CPA or EA files from the year-end package.
- The role needs someone on site every day. The work is done remotely, in your own QuickBooks file; for daily on-site work, an in-house hire can be the better fit.
§ 03 · In depth
What monthly bookkeeping includes, section by section.
What a monthly service should deliver — reconciliations, the close cadence, the financial package by the 15th, once your statements and documents are in — and what sits outside it, set out in full below.
Bookkeeping pricing · Monthly bookkeeping checklist · Get the free file review · Send the details
§ 04 · The monthly close cadence
What every month actually looks like.
Every engagement runs the same close cadence — documents in, reconciliation, close and review, package delivered by the 15th, once your statements and documents are in.
- Days 1–5
Source documents flow in
bank feeds sync · statements drop · payroll reconciles · receipts arrive
- Days 6–10
Categorization & reconciliation
every account reconciled to actual statements · anomalies escalated
- Days 11–14
Close, review, statements
Month closed · every close checked against TechBrot’s close standard · variance commentary
- Day 15
Financial package delivered
P&L · balance sheet · cash flow — in your portal
Days 1–5 start with the bank-feed review: suggested matches confirmed, items categorized and mismatches questioned before any account is reconciled. The example below is from TechBrot’s own books, not a client file.
The first thing a close tends to surface is a ledger that does not tie: when the A/R aging won’t tie is the usual start.
§ 05 · The deliverables
What you get, every month.
Included in every engagement
- Bank account reconciliation
- Credit card reconciliation
- Transaction categorization
- Bank rules maintenance
- Undeposited funds clearing
- Monthly P&L statement
- Monthly balance sheet
- Monthly cash flow statement
- Variance commentary
- Your client advisor is your point of contact
Layered on as scope requires
- Accounts payable management
- Accounts receivable management
- Payroll processing & verification
- Sales tax tracking & compliance
- 1099 preparation
- Multi-entity consolidation
- Inventory & COGS tracking
- Quarterly business reviews
- Year-end close package
- CPA handoff coordination
§ 06 · Small business accounting
Small business accounting, kept current every month
For a small business, ongoing accounting is this engagement: books that reflect what actually happened, every account tied to its statement, and a monthly picture of what you earned, what you owe and what you have, instead of a once-a-year reconstruction that is out of date by the time you see it.
How the pieces fit
Bookkeeping is the foundation: income, expenses, transfers and owner activity categorized every month. Reconciliation is what makes it trustworthy. The financial statements are what you actually read, explained in plain terms with anything unusual flagged, along with a regular read on the trends in your own numbers — margin, cash runway, where costs are drifting. Payroll coordination and sales-tax tracking layer on as the business needs them; deeper, project-level advisory is a separate engagement.
Who it fits
Owner-operators past the spreadsheet stage who want the books kept current and reconciled without the cost of an in-house hire. Small teams making hiring, pricing or financing decisions that need a reliable monthly profit and loss and cash picture, the kind a lender or CPA takes seriously. Growing businesses where payroll, more accounts, sales tax in a second state or job costing have crept in. Sole proprietors, LLCs, S-corps and small partnerships on QuickBooks Online or Desktop all fit. Choosing a bookkeeper for the first time? How to hire a bookkeeper walks through the decision, and what bookkeeping costs in 2026, firm by firm and how to compare bookkeeping proposals help with the price.
It grows with the business
It starts with clean monthly books and reconciliation and adds layers when you need them — payroll, multi-state sales tax, job costing, deeper advisory — each scoped in writing, so you are not paying for a stack you don’t use yet. If the books are behind or tangled today, a one-time cleanup sets a reliable baseline first.
What it is not: filing your taxes
Keeping the books and filing the return are two different jobs. TechBrot does not prepare or file tax returns; we work with your CPA or EA. At year-end, your CPA or EA gets reconciled, return-ready books to file from.
§ 07 · Pricing
Fixed monthly fee, written scope, no hourly billing.
Four tiers, each a fixed monthly fee against a written scope. Final pricing follows the diagnostic; an engagement can include a one-time onboarding fee. See the bookkeeping pricing page for full detail.
Starter
$500–$700 /monthFor: Up to about 30 transactions a month, one or two accounts, no payroll.- Monthly reconciliation & categorization
- Monthly P&L, balance sheet, cash flow
- A senior bookkeeper assigned to your file
- Year-end CPA handoff package
Core
$700–$950 /monthFor: About 31 to 100 transactions a month, up to four accounts.- Everything in Starter
- More accounts and volume reconciled each month
Standard
$950–$1,400 /monthFor: About 101 to 500 transactions a month, up to about six accounts, payroll recorded.- Everything in Core
- Payroll & sales tax verification
- AP / AR upkeep
- 1099 preparation
- Variance commentary
- Quarterly business review
Complex
$1,500–$2,500+ /monthFor: 501 to 1,000 transactions a month, up to about ten accounts; inventory, several entities and several states are priced as add-ons.- Everything in Standard
- Multi-entity consolidation
- Inventory & COGS tracking
- Multi-state sales tax
- Investor / lender reporting
- Monthly KPI dashboard
Not in the fee
- Catch-up or cleanup of past months: a separate one-time fixed fee, before the monthly fee starts.
- Work your written scope doesn’t list, such as payables, receivables, payroll processing, sales tax or 1099s: added only when you ask, re-quoted in writing first.
- Tax returns: your CPA or EA files from the year-end package.
§ 08 · Who performs the work
Introduced once you sign, checked before it reaches you.
Every close is reviewed before it reaches you. You’ll know exactly who is closing your books and how to reach them. Every close is reviewed before it reaches you.
The standard, every fileCertification. Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification, held by TechBrot’s senior reviewer
Vetting. A senior bookkeeper assigned to your file
Accountability. Your senior bookkeeper · every close reviewed before it reaches you
§ 09 · Who works on your books
Your TechBrot team.
Every engagement runs on three roles: a client advisor who scopes it and stays your point of contact, a senior bookkeeper who prepares your setup and monthly close in your software, and a Certified QuickBooks ProAdvisor who reviews every close before it reaches you. A U.S.-based bookkeeper is available on request; we can share their public directory profile with you.
Specialists when your books need them.
Senior bookkeepers who specialize in rental portfolios and Xero, and specialist partner practices for trust accounting for law firms and CFO advisory. We bring the right one onto your engagement when your business calls for it, under the same standards and review.
§ 10 · Before or after monthly
Monthly is often the destination after another engagement.
Books ready for a lender
What a lender asks to see, and how to have the statements and reconciliations ready before you apply.
Read moreBookkeeping cleanup
If the books are messy or wrong, cleanup is the first engagement — then transition to monthly with the same preparer.
The engagementCatch-up bookkeeping
If the books are behind but otherwise structured, catch-up brings them current. Then monthly takes over.
The engagementPayroll management
Payroll often layers into a monthly engagement — setup, processing, multi-state compliance; payroll tax filings are submitted on the schedule your payroll platform or CPA/EA handles.
The engagementFractional CFO
When monthly bookkeeping isn’t enough — forecasting, KPI reporting, board-ready financials.
The engagementMonthly bookkeeping checklist
The month-end sequence — every bank and card account reconciled, bills and invoices current, payroll tied out — in the order that catches errors earliest.
Read moreBookkeeping cost calculator
An estimate of the monthly fee from your transaction volume, accounts, and payroll — the same inputs a written scope uses.
The engagementDental practices
Production versus collection, insurance write-offs, and the numbers a practice actually runs on.
The engagementGyms and studios
Memberships, freezes and cancellations — deferred revenue in a business that bills monthly.
The engagement§ 12 · Available in these states
Monthly bookkeeping by state.
The same engagement, written for the state’s own rules — sales-tax, payroll and registration wrinkles included. Delivered remotely in your own QuickBooks file; every state is served from the state directory.
By industry: SaaS · Agency · Retail · not sure where your file stands? Start with the free QuickBooks file review · moving off Desktop? QuickBooks Desktop to Online migration.
§ 13 · Questions
What people ask before starting monthly.
How much does monthly bookkeeping cost?
Pricing depends on transaction volume, account count, payroll, sales tax, and entity complexity. Four tiers: Starter $500–$700/mo, Core $700–$950/mo, Standard $950–$1,400/mo and Complex $1,500–$2,500+/mo. Every engagement is a fixed monthly fee against a written scope — no hourly billing. For a quote, book a free call or dial (877) 751-5575.
What does monthly bookkeeping include?
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.
When do I receive my monthly financial package?
By the 15th of the following month, once your statements and documents are in — for example, January books close and the January financial package is delivered by February 15. Complex multi-entity or inventory engagements take longer; your written scope sets the date.
Do I need to clean up my books before starting monthly bookkeeping?
Monthly bookkeeping starts from a known-current state. Behind books need catch-up first; messy or inaccurate books need cleanup first. After cleanup or catch-up, you can continue on monthly bookkeeping with the same preparer, or hand the file to your own bookkeeper.
Who actually does my monthly books?
Every engagement runs on three roles: a client advisor who scopes it and stays your point of contact, a senior bookkeeper who prepares your setup and monthly close in your software, and a Certified QuickBooks ProAdvisor who reviews every close before it reaches you. A U.S.-based bookkeeper is available on request; we can share their public directory profile with you.
Can I switch preparers if it isn’t a good fit?
Yes. Your QuickBooks file, the written scope and the engagement record stay with you, so changing your point of contact doesn’t mean starting over.
Who exactly do I contract with, and how do I pay?
You contract with TechBrot, Inc., a Delaware corporation, under one written scope. You always pay TechBrot, Inc. directly, by ACH or wire. TechBrot invoices every engagement. No one on our team will ask you to pay through a personal link, a gift card or cryptocurrency. TechBrot is an independent firm and is not affiliated with Intuit.
§ 14 · Talk to a client advisor
One call tells you exactly where your books stand.
Tell us how the books run today. We’ll tell you what a monthly engagement needs to cover.
What happens when you call