New York · Monthly Bookkeeping
Recurring monthly bookkeeping for New York businesses — real reconciliations, a full monthly close, and a financial package (P&L, balance sheet, cash flow) by the 15th. NYC and NY sales tax verified each month, all in your own QuickBooks file, by a named Certified ProAdvisor across all 62 counties.
Certified by Intuit
Real credentials held by our firm and operators — verification available on request.
New York monthly bookkeeping is a recurring engagement where a named Certified QuickBooks ProAdvisor closes your books every month — reconciling every bank and credit-card account against the actual statements, categorizing transactions, keeping AP and AR current, verifying payroll and New York sales tax, and delivering a monthly financial package: P&L, balance sheet, and cash flow statement. For New York businesses the close package lands 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. Everything runs in your own QuickBooks Online file, kept management-ready, not just tax-ready. Each month the same person stays on your file, so context is never lost.
Every engagement is a fixed monthly fee against a written scope ($400–$2,500+/mo by complexity), never hourly. It’s part of TechBrot’s broader New York bookkeeping services. We do the books and coordinate with your CPA, who files — TechBrot is an independent Certified QuickBooks ProAdvisor firm, not a CPA firm; not affiliated with Intuit Inc.; does not file New York tax returns.
Reviewed by the Certified QuickBooks ProAdvisor team at TechBrot Inc., an independent firm — not affiliated with Intuit Inc. New York facts (NYC 8.875% combined sales-tax rate; NYS Web File) verified against NY Department of Taxation and Finance and NYC Department of Finance guidance. TechBrot does not file New York tax returns.
Past DIY
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 — and the books quietly slip behind.
Real-time numbers
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 while they still matter.
CPA-ready
CPAs charge significantly more when they have to clean up your books at tax time. Monthly bookkeeping delivers a reconciled year-end package they can file directly from.
Post-cleanup
The natural next step. Monthly keeps the books in the state cleanup just delivered — the same ProAdvisor continues without context loss.
Watched numbers
SBA loans, lines of credit, investors, and boards all need timely monthly financials. A monthly close is what makes that reporting credible and on time.
Unreliable bookkeeper
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.
A recurring engagement where a named Certified QuickBooks 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. A fixed monthly fee against a written scope, always. See New York pricing.
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, multi-entity consolidation, and year-end prep.
By the 15th of the following month — January books close, the January package lands by February 15. Complex multi-entity or inventory engagements may close by the 20th. The timeline is set in your written scope.
Monthly starts from a current state. Behind-but-structured books need catch-up; messy books need cleanup first. Most clients move straight from cleanup or catch-up to monthly with the same ProAdvisor.
Same shape every month. You always know where your books are and when you’ll see them.
Bank feeds sync. Statements drop. Payroll runs reconcile. Receipts and supporting documents arrive through the secure portal — so the month’s raw data is complete before the close work begins.
Your ProAdvisor categorizes transactions, reconciles every bank and credit-card account against the actual statements, investigates anomalies, and escalates anything that needs your input before it can be closed.
Month closed. Quality review against the operating standard. P&L, balance sheet, and cash flow statement generated, with variances and plain-English commentary prepared alongside them.
The monthly close package is delivered to you — reviewable in the portal, downloadable, and ready to share with your CPA, board, or lender. Same shape every month, on the same date.
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) files the return through NYS Web File. TechBrot does not file tax returns.
Every monthly engagement is priced against a written scope. Most New York engagements fall into one of three tiers based on volume and complexity.
$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 New York businesses, multiple bank and credit accounts, 100–500 transactions/month, payroll, NY sales tax.
$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.
A bank feed can import a transaction, but it can’t tell you whether margins are slipping, whether a New York 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 — the judgment layer is where the value is.
When monthly bookkeeping isn’t enough, fractional-CFO advisory builds forecasting, KPIs, and board-ready reporting on top of the clean monthly base. Explore fractional CFO & advisory →
This page reflects how TechBrot handles New York monthly bookkeeping engagements. It is maintained by the Certified QuickBooks ProAdvisor team at TechBrot Inc., a Delaware-incorporated independent ProAdvisor firm. Monthly pricing reflects TechBrot’s New York engagement ranges; the NYC sales-tax reference (8.875% combined) reflects NYS 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; it does not file New York tax returns.
Certifications
Active Intuit Certified QuickBooks ProAdvisor — Online (L2), Desktop, Enterprise, Payroll
Scope
Monthly close, reconciliation, financial statements · NY sales tax tracked/verified · income-tax filing coordinated with your CPA/EA
Engagement
Fixed monthly fee, written scope before work · delivered in your own QuickBooks file
Independence
Independent Certified QuickBooks ProAdvisor firm · Not affiliated with Intuit Inc.
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 by the Certified QuickBooks ProAdvisor team backs every monthly close against TechBrot’s published operating standards. The result is a close you can set your calendar by. See New York bookkeeping services or our trust & methodology.
“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 comes first — then transition to monthly with the same ProAdvisor, without losing context.
The full picture — the hub for every TechBrot bookkeeping service in New York, of which monthly is the recurring core.
NYC’s 8.875% combined rate, destination-based filing, and reconciling accruals each month — verified as part of the monthly close.
When monthly bookkeeping isn’t enough — forecasting, KPI reporting, and board-ready financials on top of the clean monthly base.
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 one business day.
(877) 751-5575Mon–Fri · we reply the same business day
Book a 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. Independent firm — does not file NY taxes; coordinates with your CPA.