What’s Included in Monthly Bookkeeping
Our Monthly Bookkeeping service gives you consistent, accurate financials every month so you always know where your business stands.
You’ll receive:
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Monthly categorization of all transactions
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Bank and credit card reconciliations
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A complete month‑end close
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Monthly financial reports in a clear, easy‑to‑read format
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Corrections and adjustments for anything inside the current month
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Ongoing support and answers to your questions
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Tax‑ready books at year‑end
Monthly bookkeeping isn’t just keeping up with transactions—it’s maintaining the financial health of your business all year long.
A Clear Monthly Bookkeeping Process
How Monthly Bookkeeping Works
1. New Client Intake Form
You begin by completing the Intake Form so I can understand your business, accounts, and bookkeeping setup.
2. The $95 File Review (Personal Online Meeting + Written Report)
We meet for a one‑on‑one online review of your bookkeeping file.
During this call, I walk through:
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The current condition of your books
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Any issues or inconsistencies
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What’s working well
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What needs to be corrected
After the meeting, you receive a written report detailing:
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My findings
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Specific recommendations
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Cleanup requirements (if any)
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A clear, fixed price for the Cleanup
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Your options moving forward
You can choose to have me complete the Cleanup, or use the report to guide your own corrections.
3. Cleanup (If Needed)
If your books require correction or catch‑up work, we complete a one‑time Cleanup project before monthly service begins. This ensures that your monthly bookkeeping starts on clean, accurate books.
4. Cleanup Milestone Check-In
Once your Cleanup reaches a major milestone — usually when accounts, categorization, or reconciliations are stabilized — we talk about your ongoing Monthly Bookkeeping plan and which tier best fits your business.
5. Monthly Bookkeeping Begins
With everything accurate and stable, Monthly Bookkeeping officially starts. Each month includes:
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Categorizing all transactions
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Reconciling bank and credit accounts
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Month‑end close
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Addressing discrepancies
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Error correction inside the current month
6. Monthly Financial Reports Delivered
You receive clean, easy‑to‑understand financial reports each month so you always know where your business stands.
7. Year-End Ready Books
At tax time, your books are accurate, organized, and ready for your CPA — no unexpected work, no stress.
Why Automated Bookkeeping of Arizona?
Choosing a bookkeeper is about more than software or checklists — it’s about trust, accuracy, and communication. Automated Bookkeeping of Arizona provides dependable support for businesses who want clean, accurate books and a long‑term financial partner they can rely on.
You’ll get:
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Clear, simple communication — no jargon, no confusion, no judgment.
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Consistent monthly accuracy — clean books, proper reconciliations, and organized reports.
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Personal attention — direct communication with your bookkeeper, not a rotating team.
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Transparent pricing — no hidden fees, no surprises, no unexpected add‑ons.
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A clean start — all monthly engagements begin with a proper review and cleanup so your books are stable from day one.
Bookkeeping should help you run your business — not frustrate you, stress you out, or leave you guessing.
I keep your books accurate so you can focus on what you do best.
Frequently Asked Questions
Do I need the $95 File Review before starting Monthly Bookkeeping?
Yes. Every new monthly client begins with the File Review. It ensures your books are accurate, identifies any cleanup needs, and gives you a personalized plan.
What happens during the $95 File Review?
We meet online for a personal review of your bookkeeping file. You get a written report outlining my findings, recommendations, and whether a Cleanup is needed before monthly service can begin.
What if I already know my books need work?
That’s completely normal. If your books require fixing or catching up, we’ll complete a Cleanup first so your monthly service begins on solid footing.
Do you work remotely?
Yes. All meetings and reviews are done online, and you receive secure instructions for providing access to your bookkeeping file.
Do you only work with QuickBooks Online?
Yes. QuickBooks Online ensures the best accuracy, reporting, and long‑term reliability. If you’re on another system, I can help you transition.
How long does it take to start monthly service?
Most clients begin monthly after their File Review and any required Cleanup. Timelines vary depending on your bookkeeping condition.
Do you offer advisory or advanced reporting?
Yes. You can add reporting or advisory services once your monthly bookkeeping is established.
Ready for Accurate Monthly Bookkeeping?
The first step is completing the New Client Intake Form.
From there, we’ll complete your $95 File Review, let you know if any Cleanup is needed, and then recommend the right monthly bookkeeping plan for your business.
Once your books are clean and stable, we’ll begin ongoing monthly service to keep everything accurate, organized, and stress‑free all year long.