Monthly Bookkeeping
Your business finances organized
Running a business means wearing a lot of hats—bookkeeper shouldn’t have to be one of them. With Zen Bookkeeping’s Monthly Bookkeeping Services, you get organized, up-to-date, and accurate financials without lifting a finger. From coding transactions to reconciling accounts and generating reports, we handle the details so you can focus on your business, not your books.
What's Included in Monthly Bookkeeping Services
A clear, objective look at what’s working—and what needs attention—in your QuickBooks Online file.
Transactions & Accounts
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Bank & Credit Card Reconciliations
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Transactions & Categorization Accuracy
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Accounts Receivable & Payable Tracking
Clear Financial Visibility
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Profit & Loss & Balance Sheet Reports
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Cash Flow Overview
Paperless Automation
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Paperless Payables
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Data Feed Maintenance
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Receipt & Invoice Management
Ongoing Support
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Unlimited Email Support
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Optional Monthly/Quarterly Review Meetings
Why This Matters
Month after month, consistent bookkeeping keeps your records accurate, your cash flow easy to follow, and tax season in its place.
With every transaction properly categorized and up to date, you can spot financial trends early, plan with clarity, and leave last-minute stress behind.
Professional monthly support keeps your books organized, so you can move forward with confidence — knowing your numbers are working for you.
✔ Catch Cash Flow Changes
Monthly tracking helps you spot trends and adjust before issues arise.
✔ Accurate Insights
Get meaningful reports that actually help you understand your business.
✔ A Smooth Path to Growth
Clean, consistent books make securing loans, scaling up, or hiring easier.
✔ Year-Round Clarity
Avoid the highs and lows of irregular bookkeeping by keeping things updated every month.
What clients say
"We are new clients of Stephanie and I am happy we found her. She is amazing and very helpful. She has explained everything we need to do and takes time to understand our books for the business. I highly recommend Zen Bookkeeping because because of their honesty, patience and willingness to go above and beyond. If you are looking for a bookkeeper you should try her." — Mia R.
Losing track of unpaid invoices.
Surprise expenses keep throwing off your plans.
Small mistakes snowball into bigger problems.
You're unsure if you're really making a profit.
When It May Be Time for Monthly Bookkeeping Services
Reconciling accounts feels like a guessing game.
Month by month, small details add up to a clearer picture. Monthly bookkeeping keeps your accounts organized, tracks patterns as they unfold, and gives you the numbers you need to make steady, informed decisions. Instead of falling behind or guessing, you’ll have a consistent view of your business — ready whenever you need it.
Your Path to Getting Started
Step 2
Discover
We’ll get to know you and how we can help.
Step 3
Onboard
We’ll set everything up and walk you through the next steps.
Frequently Asked Questions
What does monthly bookkeeping include? We handle transaction categorization, account reconciliation, financial reports, and ongoing support, so your books stay accurate and up to date.
Do I still need to manage anything? We take care of the heavy lifting and can help set up a simple process for handling invoices, receipts, and necessary details. This keeps everything organized and reduces the time you spend on manual tasks.
How often will I receive reports? You’ll receive monthly financial reports, including a Profit & Loss statement and Balance Sheet, so you always know where your business stands.
What if I have questions about my financials? We offer unlimited email support, and you can opt for monthly or quarterly review meetings to go over key insights.
Can I switch to monthly bookkeeping if my books need cleanup first? Absolutely! During our discovery call, we’ll assess your books to determine the best place to start—whether that’s a Diagnostic Review or our Clean Up & Catch Up service. Once your books are accurate and up to date, we’ll transition you into ongoing monthly bookkeeping to keep everything organized moving forward.
What accounting software do you use? We work exclusively with QuickBooks Online, ensuring seamless, secure, cloud-based bookkeeping for your business.