Monthly bookkeeping that keeps your numbers healthy
=CATEGORIZE(month) + RECONCILE(accounts)
Signs you need monthly bookkeeping
- 1Your bank balance is the only number you trustThe accounting software says one thing, the bank says another.
- 2'Uncategorized' is your biggest expenseHundreds of transactions parked with no home.
- 3You find out your profit in AprilOnly when the tax preparer finishes the return.
- 4Receipts live in a shoebox or an inboxAnd nobody has matched them to a transaction.
How we handle it
Transaction coding
Bank, card, Stripe, Square and PayPal activity coded to a chart of accounts that fits your business.
Account reconciliation
Each bank, card and loan account tied out to its statement, month by month.
Monthly health report
P&L, balance sheet and three or four plain-English notes on what moved.
Receipt matching
A simple receipt capture routine so documentation is ready if the IRS ever asks.
What you get
- A named bookkeeper on your account
- Books closed by the 15th of the following month
- Monthly P&L, balance sheet and notes
- Open-questions list instead of guesswork
- Year-end handoff for your tax professional
$15 per hour. You get a written estimate of the hours before any work starts, and a timesheet with every invoice. See pricing.
Monthly bookkeeping FAQ
For a small business with a few accounts and a hundred or so transactions, often 4–10 hours a month — $60 to $150 at our rate. You get a written estimate after we look at a statement or two.
QuickBooks Online and Desktop, Xero, Zoho Books, FreshBooks, Wave, or a well-built Excel or Google Sheets ledger.
No. Dashboard Dr. is a bookkeeping and accounting service, not a CPA firm, so we do not sign or file returns. We hand your CPA or Enrolled Agent clean, reconciled books and talk to them directly if you like.
Get a free estimate — $15/hour
Jay replies within one business day with a written scope and an estimate of hours at $15 per hour. No obligation.
Often booked together
Catch-up & cleanup bookkeeping
Months behind or full of errors? We rebuild the books from bank statements.
Open →S1r2QuickBooks help
QuickBooks Online and Desktop setup, cleanup, migration and training.
Open →S1r3Year-end & 1099 tax prep support
Year-end close, 1099 data and a tidy package for your CPA or EA.
Open →Get an estimate for monthly bookkeeping
Tell us what is going on. You get a written estimate of hours at $15 per hour within one business day.