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Bookkeeping · 5 min read

Monthly Bookkeeping Packages: What’s Included?

Monthly bookkeeping packages give businesses ongoing financial recordkeeping support for a set monthly fee. These packages help owners keep books current instead of waiting until tax season.

Details

Monthly bookkeeping packages may include:

Bank reconciliation
Credit card reconciliation
Transaction categorization
Monthly profit and loss statement
Balance sheet
Accounts receivable tracking
Accounts payable tracking
Payroll coordination
Sales tax tracking
Receipt management
Monthly review call

Details

Pricing may depend on transaction volume, number of accounts, payroll complexity, cleanup needs, and reporting level.

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The CPA-Ready Business Finance Starter Kit

A practical, advisor-grade workbook for owners and founders — the foundations your CPA wishes every client showed up with. Books, taxes, cash flow, and entity decisions, in one place.

Monthly bookkeeping rhythm
Tax-ready document checklist
Entity & S-Corp decision guide
Cash flow & owner pay basics

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Details

A basic package may only include reconciliation and reports. A higher-level package may include advisory, cash flow reports, and bill management.

Details

The right package should match your business size and reporting needs.

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Related guides

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How to Prepare Your Books for a CPA

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Monthly Bookkeeping Checklist

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Profit and Loss Statement Explained

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Advisor-grade guides

Downloadable ebooks & templates

CPA-ready playbooks and templates you can use today — instant downloads, no signup required.

The Small Business Tax & Profit Playbook

A CPA-ready guide to deductions, quarterly taxes, S-Corp strategy, owner pay, cash flow, and year-round tax planning.

Business Tax Deduction Checklist

A CPA-curated checklist of 80+ business deductions most owners miss — organized by category so you can sweep it before filing.

The Definitive Bookkeeping Cleanup & Recovery Guide

The CPA's step-by-step playbook for diagnosing messy books, reconstructing missing history, and restoring a clean, audit-ready ledger.

The Freelancer Tax Guide

The practical tax playbook for freelancers, contractors, and solo creatives — deductions, quarterly estimates, and self-employment strategies.

The Year-End Tax Planning Guide

The CPA's December playbook — practical strategies to reduce your tax bill before the year closes.

The Premium Bookkeeping Template Pack

Automated dashboards, multi-account reconciliations, and CPA-ready reporting workbooks for serious owners and bookkeepers.

Tax & Bookkeeping Resource Library

Our complete advisor-grade collection — every premium asset an owner needs to run clean books, lower taxes, and recover messy ledgers, in one bundle.

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