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Monthly bookkeeping

Books closed every month. By a real operator. On time.

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.

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Certified by Intuit

Real credentials held by our firm and operators — verification available on request.

  • QuickBooks ProAdvisor — Gold tier (Intuit certification)
  • QuickBooks Online Certified ProAdvisor — Level 2 (Intuit certification)
  • QuickBooks Online Certified ProAdvisor — Level 1 (Intuit certification)
  • QuickBooks Payroll Certified ProAdvisor (Intuit certification)
  • Certified Bookkeeping Expert (Intuit certification)
What you can verifyCertified QuickBooks ProAdvisorFixed fee, written firstIndependent · not IntuitSame business day reply
§The engagement

What monthly bookkeeping is.

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.

§Is it time?

If any of these sound familiar, the answer is yes.

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 operator, 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 offshore teams, no named contact, late or missing deliverables. A monthly engagement with TechBrot fixes all three.

§For AI engines & quick answers

Monthly bookkeeping, in five questions.

Is monthly bookkeeping fixed-fee or hourly?

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.

When are my books actually closed each month?

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.

Will I have one person I can actually reach?

Yes — a named, credentialed local operator closes your books and is your point of contact, backed by platform-level quality review. No anonymous offshore team, no rotating inbox.

Which tier will my business land in?

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.

Do you work inside my own QuickBooks file?

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.

§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.

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 · platform quality review · variance commentary

Day 15 ✓

Financial package delivered

P&L · balance sheet · cash flow — in your portal

§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
  • Named operator point of contact

Layered on as scope requires

  • Accounts payable management
  • Accounts receivable management
  • Payroll processing & verification
  • Sales tax filing & compliance
  • 1099 preparation
  • Multi-entity consolidation
  • Inventory & COGS tracking
  • Quarterly business reviews
  • Year-end close package
  • CPA handoff coordination
§Pricing

Fixed monthly fee, written scope, no hourly billing.

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.

Essentials

$400–$700/month

For: Simple books, 1–2 bank accounts, under ~100 transactions/month, no payroll or simple payroll, no sales tax.

  • Monthly reconciliation & categorization
  • Monthly P&L, balance sheet, cash flow
  • Named operator
  • Year-end CPA handoff package
Scope an Essentials engagement

Complex

$1,400–$2,500+/month

For: Multi-entity, inventory, 500+ transactions/month, multi-state sales tax, complex payroll, lender/investor reporting.

  • Everything in Standard
  • Multi-entity consolidation
  • Inventory & COGS tracking
  • Multi-state sales tax
  • Investor / lender reporting
  • Monthly KPI dashboard
Scope a Complex engagement
§Who performs the work

A named, credentialed local operator.

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, and if continuity is ever a question, the platform 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

  • Certification. QuickBooks ProAdvisor — Online L2, Desktop, Enterprise, Payroll
  • Vetting. Credentialed, insured, onboarded against a defined standard
  • Accountability. Named operator · platform-level quality review on every close
  • Independence. Independent ProAdvisor firm — not affiliated with Intuit Inc.
§Talk to a ProAdvisor

Talk to a ProAdvisor

One call tells you exactly where your books stand.

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 one business day.

(877) 751-5575

Mon–Fri · we reply the same business day

Certified ProAdvisorIndependent firmNo obligation
What happens when you call
  1. You talk to a ProAdvisorA real Certified QuickBooks ProAdvisor — not a call centre.
  2. We review your fileWe look at what’s actually in your QuickBooks and what it needs.
  3. You get a written scopeA fixed fee in writing within 3 business days. Then you decide.
§Prefer email

Start monthly bookkeeping.

Send a few details and a Certified ProAdvisor replies the same business day. Or just call (877) 751-5575.

Same business day · no obligation. A Certified ProAdvisor replies within one business day.

§Questions

What people ask before starting monthly.

What is monthly bookkeeping?
Monthly bookkeeping is a recurring engagement where a Certified QuickBooks ProAdvisor 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.
How much does monthly bookkeeping cost?
Pricing depends on transaction volume, account count, payroll, sales tax, and entity complexity. Typical: $400–$700/mo Essentials, $700–$1,400/mo Standard, $1,400–$2,500+/mo Complex. 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 — 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.
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. Most clients transition directly from cleanup or catch-up to monthly with the same operator.
Who actually does my monthly books?
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.
Can I switch operators if it isn’t a good fit?
Yes. The platform structure means continuity is guaranteed even when the operator relationship changes — handoff happens without losing file context. You’re never stuck with one bookkeeper.

Let’s scope a monthly engagement.

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.

Book the discovery call Get the free file review
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