What does monthly bookkeeping for a business include?
The short answer
Monthly bookkeeping is the work of keeping your business numbers organized and up to date, every month: we record and categorize your income and expenses, reconcile your bank accounts (making sure the bank's records match yours), and give you clear reports so you know what your business actually earned. Our bookkeeping service is available to businesses in Massachusetts.
What we do every month
- Income and expense tracking: every transaction recorded in its correct category
- Bank reconciliation: we compare your records against the bank statement until they match
- Financial reports: profit and loss statement and the reports you need to make decisions
- Accounts receivable and payable: who owes you and what you owe, with no surprises
- Tax readiness: when tax season arrives, your return is prepared from numbers that are already done
Why it matters more than you think
- For your taxes: a return prepared from clean bookkeeping is faster, cheaper, and has less risk of errors.
- For a loan: lenders ask for months of statements and consistent numbers. Our clients seeking financing need 6+ months in business and provable sales of $7,000+ per month — bookkeeping is how you prove it.
- For your decisions: if you don't know what you're earning, you don't know whether you can hire, buy equipment, or open another location.
Frequently asked questions
Do you serve businesses outside Massachusetts?
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Bookkeeping is our only Massachusetts-only service. Our other services — taxes, ITIN, business registration, loans, and SAM.gov — are offered in all 50 states.
I already have QuickBooks (or another program). Can you still help?
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Yes. We work on top of your current system: we review it, fix it, and keep it up to date month by month.
My books are months behind. Can that be fixed?
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Yes — we do catch-up work for the months you're behind and then continue with monthly service so it doesn't happen again.
Do I really need a separate bank account for my business?
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Yes, it's the first thing we recommend. Mixing your money with your business's money is the number one cause of messy books, tax problems, and denied loans. One account just for the business makes everything easier.
What records should I keep, and for how long?
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Keep receipts, invoices, and bank statements for at least 3 years. For a business, the safest is 7 years. If your bookkeeping is with us, everything stays saved and organized every month.
How often should I review my business numbers?
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Every month. Checking often lets you catch mistakes and forgotten expenses while they're still easy to fix. If you wait until the end of the year, the problem is already big.
Want to know how your business's numbers really look? Message us on WhatsApp at 857-919-5069 and let's talk about your bookkeeping.