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New York · Monthly Bookkeeping
Recurring monthly bookkeeping for New York businesses. Real reconciliations against actual statements, a full monthly close, and a financial package — P&L, balance sheet, cash flow — by the 15th. New York and NYC sales tax verified each month. A named Certified ProAdvisor on your file, all 62 counties.
New York monthly bookkeeping is a recurring engagement where a Certified QuickBooks ProAdvisor closes your books every month — reconciling bank and credit-card accounts against actual statements, categorizing transactions, verifying payroll and New York sales tax, and delivering a monthly financial package (P&L, balance sheet, cash flow) by the 15th of the following month. It’s the ongoing engagement that follows cleanup or catch-up — or the right starting point if your books are already current. Fixed monthly fee against a written scope ($400–$2,500+/mo by complexity). Part of TechBrot’s broader New York bookkeeping services; run in QuickBooks. We do the books and coordinate with your CPA, who files — we’re not a CPA firm.
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
Your ProAdvisor categorizes transactions, reconciles every account against actual statements, investigates anomalies, and escalates anything that needs your input.
Days 11–14
Month closed. Quality review against the operating standard. 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 New York engagements layer additional services on top.
Sales tax is tracked and verified in the books and reconciled for filing; your CPA or you file the return through NYS Web File. TechBrot does not file tax returns.
Quick answers
A recurring engagement where a Certified ProAdvisor closes your books every month — reconciling accounts against real statements, categorizing transactions, verifying payroll and NY sales tax, and delivering a monthly package: P&L, balance sheet, cash flow.
By scope, not by hour: $400–$700/mo Essentials, $700–$1,400/mo Standard, $1,400–$2,500+/mo Complex. Fixed monthly fee against a written scope, always.
Bank and credit-card reconciliations, categorization, AP/AR upkeep, payroll and NY sales-tax verification, monthly close, and the financial package. Larger engagements add quarterly reviews and year-end prep.
By the 15th of the following month — January books close, January package lands by February 15. Complex multi-entity or inventory engagements may close by the 20th.
Monthly starts from a current state. Behind books need catch-up; messy books need cleanup first. Most clients move straight from cleanup or catch-up to monthly with the same ProAdvisor.
Is monthly the right engagement?
Monthly engagements are the operational floor for a growing New York business. Most clients arrive in one of these six situations.
Self-managing the books worked when the business was small. Now the time, the errors, and the 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. A 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 keeps the books in the state cleanup just delivered — the same ProAdvisor continues without context loss.
SBA loans, lines of credit, investors, and boards all need timely monthly financials. A monthly close is what makes that reporting credible.
No named contact, late or missing deliverables, no one who knows your file. A named Certified ProAdvisor and a package by the 15th fix all three.
Pricing scope
Every monthly engagement is priced against a written scope. Most New York engagements fall into one of three tiers based on volume and complexity.
Tier 01
$400–$700/month
For: simple books, 1–2 bank accounts, under 100 transactions/month, no payroll or simple payroll, no sales tax.
Tier 02 · Most common
$700–$1,400/month
For: active New York businesses, multiple bank and credit accounts, 100–500 transactions/month, payroll, NY 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 New York pricing for full detail.
The advisory line
A bank feed can import a transaction, but it can’t tell you whether margins are slipping, whether a NY sales-tax accrual will survive an audit, or whether cash will cover next month’s payroll. A monthly close turns raw data into numbers you can run the business on. When monthly bookkeeping isn’t enough, fractional-CFO advisory builds forecasting, KPIs, and board-ready reporting on top of the clean monthly base.
Who closes your books
Every TechBrot monthly engagement is closed by a vetted Certified QuickBooks ProAdvisor working under TechBrot’s brand, standards, and infrastructure. You’ll know exactly who is closing your books, how to reach them, and what credentials they hold — and the same person stays on your file month to month, so context is never lost.
Quality review backs every monthly close. David Westgate, a 40+ year accounting practitioner, reviews TechBrot’s published standards. The result is a close you can set your calendar by.
Monthly bookkeeping questions
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 New York sales-tax entries, and delivering a monthly financial package: P&L, balance sheet, and cash flow statement. For New York businesses the close package arrives by the 15th of the following month.
Pricing depends on transaction volume, account count, payroll, New York sales tax, and entity complexity. Typical New York engagements run $400–$700/month for Essentials, $700–$1,400/month for Standard, and $1,400–$2,500+/month for Complex. Every TechBrot engagement is a fixed monthly fee against a written scope, never hourly. See the pricing section for tier details.
Standard monthly bookkeeping includes bank and credit-card reconciliations, transaction categorization, AP and AR upkeep, payroll and New York sales-tax verification, monthly close, and a monthly financial package — P&L, balance sheet, and cash flow statement. Larger engagements add quarterly business reviews, multi-entity consolidation, 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. The timeline is set in your written scope.
Monthly bookkeeping starts from a known-current state. Books that are behind but structured need catch-up first; messy or inaccurate books need cleanup first. Most New York clients transition directly from cleanup or catch-up to monthly with the same bookkeeper, without losing context.
Each month we track and verify your sales-tax liability in the books — including NYC’s 8.875% combined rate where it applies and destination-based rates for businesses selling across New York — and reconcile it so your return is accurate. TechBrot is a bookkeeping and QuickBooks ProAdvisor firm; we prepare the numbers and coordinate with your CPA, who files. We do not file tax returns.
A named Certified QuickBooks ProAdvisor on your file every month, working under TechBrot’s brand, standards, and infrastructure. You have a named point of contact you can reach, and the same person stays on your file month to month, so context is never lost.
Yes. Monthly close produces CPA-ready financial statements reconciled to source documents, plus a year-end package designed to hand directly to your CPA. Because the books are closed every month, your CPA isn’t cleaning up at tax time — they file from numbers that are already reconciled. TechBrot coordinates the handoff; your CPA files.
Page review & standards
This page is reviewed and maintained by the accounting team at TechBrot Inc., an independent Certified QuickBooks ProAdvisor and bookkeeping firm serving New York businesses. Monthly pricing reflects TechBrot’s New York engagement ranges; the NYC sales-tax reference (8.875% combined) reflects New York State Department of Taxation and Finance and NYC Department of Finance rules current as of the date below and is reviewed periodically. TechBrot performs bookkeeping and QuickBooks work and coordinates with your CPA, who files.
Reviewer
David Westgate · 40+ years operational accounting experience
Standards
Fixed monthly fee, written scope · No tax-filing or representation claims (out of scope) · NY facts reviewed periodically · No fabricated data
Last reviewed: June 2026
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.
TechBrot is an independent Certified QuickBooks ProAdvisor firm serving New York remotely. We provide bookkeeping, cleanup, QuickBooks, payroll, and advisory services and coordinate with your CPA or EA. We do not file tax returns or represent clients before tax authorities. New York tax figures are educational and current as of the review date. QuickBooks is a registered trademark of Intuit Inc.; TechBrot is not affiliated with Intuit Inc.
