Monthly bookkeeping
Recurring monthly bookkeeping — real reconciliations, a full close, and a financial package by the 15th, from a named Certified QuickBooks ProAdvisor you can reach. Fixed monthly fee, no hourly billing.
Intuit certifications
Every engagement is reviewed by a Certified QuickBooks ProAdvisor (QuickBooks Online Level 2, Payroll) — verification on request. Intuit’s ProAdvisor program becomes ProPartner Accountants in early 2027; the certifications continue.
Monthly bookkeeping is a recurring engagement where a Certified QuickBooks ProAdvisor closes your books every month — reconciling every account to actual statements, categorizing transactions, verifying payroll and sales tax, and delivering a monthly financial package (P&L, balance sheet, cash flow) by the 15th. Fixed monthly fee, written scope, named operator.
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, and 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 a backlog 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.
Fixed-fee · all 50 states · we keep the books, your CPA files. Not affiliated with Intuit Inc.
Self-managing worked when the business was small. Now the time, errors, and missed insight cost more than a professional bookkeeper would.
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.
CPAs charge significantly more to clean up books at tax time. Monthly bookkeeping delivers a year-end package they can file directly from.
The natural next step. Monthly keeps the books in the state cleanup and catch-up just delivered — same operator, no 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. A monthly engagement with TechBrot fixes all three.
Fixed monthly fee against a written scope — agreed before any work begins. No hourly billing, no per-call meter. If scope genuinely expands, the fee is re-quoted and re-approved in writing first.
On the monthly close cadence: documents flow in days 1–5, reconciliation days 6–10, close and review days 11–14, and your financial package is delivered by the 15th of the following month. Complex multi-entity or inventory files close by the 20th.
Yes — a named, credentialed local operator closes your books and is your point of contact, backed by firm-level quality review. No anonymous offshore team, no rotating inbox.
Essentials ($400–$700/mo) for simple books under ~100 transactions; Standard ($700–$1,400/mo) for active businesses with payroll and sales tax; Complex ($1,400–$2,500+/mo) for multi-entity, inventory, or multi-state. The discovery call confirms the tier.
Yes. Your operator works as an authorized accountant-user inside your own QuickBooks file — Online, Desktop, or Enterprise. Your data stays yours and the audit trail is visible to you.
What a monthly service should deliver — reconciliations, the close cadence, the financial package by the 15th — and what sits outside it, set out in full below.
Bookkeeping pricingMonthly bookkeeping checklistGet the free file reviewBook the discovery call
The full explanation, section by section — what is included every month, what is layered on, who does the work, and what monthly bookkeeping does not cover.
A monthly QuickBooks bookkeeping service should include bank and credit card reconciliations, transaction categorization, accounts payable and receivable upkeep, payroll and sales tax verification, and a real monthly close. Every month ends in a financial package: a profit and loss statement, a balance sheet and a cash flow statement, delivered by the fifteenth of the following month. Larger engagements add quarterly business reviews and year-end preparation.
Monthly bookkeeping is a recurring engagement where a Certified QuickBooks ProAdvisor closes the books every month. Closing means more than recording: every bank and credit card account is reconciled against its actual statement, not just accepted from the feed. The point is timing. If you only see financials at tax time, you are deciding blind for eleven months a year. A monthly close gives you real numbers to decide on, every month.
Every engagement runs the same monthly close cadence, inside your own QuickBooks file, where your operator works as an authorized accountant user and the audit trail stays visible to you. In days one through five, source documents flow in: bank feeds sync, statements drop, payroll reconciles and receipts arrive. In days six through ten comes categorization and reconciliation, with every account reconciled to its actual statement and anomalies escalated.
In days eleven through fourteen, the month is closed, a firm-level quality review checks the work, and variance commentary explains what moved. On day fifteen, the financial package is delivered to your portal. For example, January’s books close and the January package arrives by February fifteenth. Complex multi-entity or inventory engagements may close by the twentieth. The sequence runs in the order that catches errors earliest.
Ten deliverables are included in every engagement. Bank account reconciliation and credit card reconciliation. Transaction categorization, bank rules maintenance, and undeposited funds clearing. A monthly profit and loss statement, a monthly balance sheet and a monthly cash flow statement. Variance commentary on what changed. And a named operator as your point of contact, so there is always one person accountable for the close.
Other work is layered on as scope requires, rather than bundled into every fee. That covers accounts payable and accounts receivable management, payroll processing and verification, sales tax tracking and compliance, and 1099 preparation. For larger businesses it adds multi-entity consolidation, inventory and cost of goods sold tracking, quarterly business reviews, a year-end close package, and coordination of the handoff to your CPA.
Monthly bookkeeping is billed as a fixed monthly fee against a written scope, agreed before any work begins. There is no hourly billing. The tiers run from four hundred to twenty-five hundred dollars a month, and more for complex files. Final pricing follows the diagnostic, and most engagements include a one-time onboarding fee. If scope genuinely expands, the fee is re-quoted and approved in writing first. The pricing page and the cost calculator carry the detail.
Three tiers, Essentials, Standard and Complex, are set by what the books carry. Essentials fits simple books with one or two bank accounts, under about a hundred transactions a month, and no sales tax. Standard fits active businesses with several bank and credit accounts, payroll and sales tax, and it is the most common. Complex covers multi-entity books, inventory, multi-state sales tax and lender or investor reporting. The discovery call confirms the tier.
Monthly bookkeeping starts from a known-current state. Books that are behind but otherwise structured need catch-up first, to bring them current. Books that are messy or wrong need cleanup first. Once either is finished, monthly is the natural next step: it keeps the books in the state the cleanup or catch-up just delivered, with the same operator and no context lost. Most clients move straight from one to the other.
Your books are closed by a named, credentialed operator: a Certified QuickBooks ProAdvisor practice running under TechBrot’s brand, standards and infrastructure. You know exactly who is closing your books and how to reach them, and a firm-level quality review backs every monthly close. If the fit isn’t right, you can switch. The file, the written scope and the engagement record are held by the firm, so the handoff keeps full context. You’re never stuck with one bookkeeper.
Several signals say it is time for monthly bookkeeping. Your business is past the do-it-yourself stage, and the time and errors now cost more than a professional would. A lender, board or investor is watching the numbers, and loans, lines of credit and investors all need timely monthly financials. Or your current bookkeeper is unreliable, with no named contact and late or missing deliverables. Any one of them is enough.
Monthly bookkeeping keeps and closes the books; it does not file your taxes. Your CPA or tax preparer files, and the year-end package is built so they can file directly from it, instead of charging more to clean up books at tax time. Payroll tax filings are submitted on the schedule your payroll platform or CPA handles. When you need forecasting, KPI reporting and board-ready financials, that is fractional CFO work, beyond monthly bookkeeping.
Monthly work here is delivered by Certified QuickBooks ProAdvisors, certified in QuickBooks Online Level 2 and Payroll, at an independent bookkeeping and advisory firm that is not affiliated with Intuit. One discovery call reviews your file, scopes the right tier, and puts the monthly fee in writing before any work begins. Send this to whoever keeps your books today, and subscribe for the rest of the series.
Every engagement runs the same close cadence — documents in, reconciliation, close and review, package delivered by the 15th.
bank feeds sync · statements drop · payroll reconciles · receipts arrive
every account reconciled to actual statements · anomalies escalated
month closed · firm-level quality review · variance commentary
P&L · balance sheet · cash flow — in your portal
Three tiers, each a fixed monthly fee against a written scope. Final pricing follows the diagnostic; most engagements include a one-time onboarding fee. See the bookkeeping pricing page for full detail.
$400–$700/month
For: Simple books, 1–2 bank accounts, under ~100 transactions/month, no payroll or simple payroll, no sales tax.
Most common
$700–$1,400/month
For: Active small businesses, multiple bank and credit accounts, 100–500 transactions/month, payroll, sales tax.
$1,400–$2,500+/month
For: Multi-entity, inventory, 500+ transactions/month, multi-state sales tax, complex payroll, lender/investor reporting.
Every TechBrot monthly engagement is delivered by a named Certified ProAdvisor — TechBrot’s lead practice, or a partner practice where one is live — an independent bookkeeping practice running under TechBrot’s brand, standards, and infrastructure. You’ll know exactly who is closing your books and how to reach them. Firm-level quality review backs every monthly close, and if continuity is ever a question, TechBrot handles the transition without losing file context. You’re never stuck with one bookkeeper.
“They took something that felt overwhelming to me as a first-year business owner and made it simple.”Heidi Schubert · Owner, Beverage Connection · Verified Clutch review
The standard, every file
If the books are messy or wrong, cleanup is the first engagement — then transition to monthly with the same operator.
If the books are behind but otherwise structured, catch-up brings them current. Then monthly takes over.
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.
When monthly bookkeeping isn’t enough — forecasting, KPI reporting, board-ready financials.
The month-end sequence — every bank and card account reconciled, bills and invoices current, payroll tied out — in the order that catches errors earliest.
An estimate of the monthly fee from your transaction volume, accounts, and payroll — the same inputs a written scope uses.
Production versus collection, insurance write-offs, and the numbers a practice actually runs on.
Memberships, freezes and cancellations — deferred revenue in a business that bills monthly.
Talk to a ProAdvisor
No form, no sales script. You speak with a Certified QuickBooks ProAdvisor who has looked at files like yours — and you get a written fixed-fee scope within three business days.
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Book a free 30-minute discovery 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, no obligation.