Monthly Bookkeeping Services
Flat-rate packages starting at $350 per month.
Monthly
Bookkeeping Services
Flat-rate packages starting at $350 per month.
What Is Monthly Bookkeeping and Why Does Your Business Need it?
Monthly bookkeeping is the ongoing process of recording, categorizing, and reconciling your business’s financial transactions on a consistent monthly schedule. It ensures that your financial
records are accurate, up to date, and organized so you can make informed decisions about your business, prepare for tax filings, and understand your true profitability at any given time.
For small service-based businesses, monthly bookkeeping is especially important because revenue and expenses can fluctuate significantly from month to month. Without accurate, timely financial records, it is easy to lose track of cash flow, miscategorize expenses, miss tax deductions, or make business decisions based on incomplete information.
At Loveland Bookkeeping, our monthly bookkeeping service goes beyond basic data entry. Every month, we categorize your transactions, reconcile all connected bank and credit card accounts, prepare your financial statements, and deliver a plain-language review summary so you understand exactly what your numbers mean and what to do with them. All work is performed in QuickBooks Online by Amy Loveland, a certified QuickBooks ProAdvisor.
Amy Loveland
Founder, Certified QuickBooks ProAdvisor & Bookkeeping Specialist
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Monthly Bookkeeping Pricing
We offer three flat-rate monthly bookkeeping packages with no hidden fees, no hourly billing, and no long-term contracts. Every package includes all work performed in QuickBooks Online by a certified QuickBooks ProAdvisor.
Who Is Monthly Bookkeeping Right For?
Our monthly bookkeeping service is designed for small service-based business owners who want reliable, accurate financial records without the cost of hiring an in-house bookkeeper or the frustration of trying to manage it themselves.
Monthly bookkeeping from Loveland Bookkeeping may be the right fit for you if
How Our Monthly Bookkeeping Process Works
Step 1 — Free Consultation & Assessment
We start with a free 15-minute call to understand your business, your current financial setup, and your bookkeeping needs. We will review how many bank and credit card accounts you have, your approximate monthly transaction volume, and whether your books need a cleanup before we can begin monthly service.
Step 2 — Onboarding & QuickBooks Setup
Once you choose a package, we set up secure access to your QuickBooks Online account, connect your bank feeds, and review your chart of accounts to make sure it is structured correctly for your business type. If you are new to QuickBooks, we set up the entire account for you. Onboarding typically takes two to three business days.
Step 3 — Monthly Transaction Processing
Each month, we download and review all transactions from your connected accounts, categorize every transaction in QuickBooks Online, reconcile each bank and credit card account against your statements, and flag anything that needs your input or clarification.
Step 4 — Financial Reporting & Review
By the middle of each month, we deliver your previous month’s Profit and Loss statement, Balance Sheet, and a plain-language review summary highlighting key trends, changes, and action items. You will always know where your business stands financially before the month is half over.
Step 5 —Ongoing Communication & Support
You have direct access to Amy for questions throughout the month. If we notice something unusual in your transactions, a potential cash flow concern, or an opportunity to improve your financial processes, we reach out proactively. Monthly bookkeeping is not a set-it-and-forget-it service — it is an ongoing partnership.
FAQs About Monthly Bookkeeping
At Loveland Bookkeeping, monthly bookkeeping packages for small service-based businesses start at $350 per month for our Starter tier, which covers up to 2 bank or credit card accounts with monthly reconciliation, transaction categorization, and financial statements. Our Growth tier starts at $550 per month for up to 5 accounts with additional reporting and support, and our Premium tier starts at $800 per month for unlimited accounts with full-service financial management
including payroll and invoicing. All packages are flat-rate with no hidden fees.Bookkeeping is the day-to-day recording, categorizing, and reconciling of financial transactions. It ensures your financial records are accurate and up to date. Accounting is the higher-level analysis, interpretation, and strategic planning that is built on top of accurate bookkeeping records — including tax planning, tax preparation, financial forecasting, and business advisory. Most small businesses need both: a bookkeeper to keep the records accurate throughout the year and an accountant or CPA to handle tax filing and financial strategy. At Loveland Bookkeeping, we handle the bookkeeping side and collaborate with your CPA to ensure a smooth, efficient tax season.
You receive your previous month’s financial statements by the middle of each month. This includes your Profit and Loss statement, Balance Sheet, and a plain-language review summary. Your QuickBooks Online account is also accessible to you at any time for real-time visibility into your financial data
We handle the vast majority of the work. Once your bank feeds are connected and your chart of accounts is set up, the monthly process runs with minimal input from you. Occasionally, we may reach out to clarify a specific transaction or ask about an unusual expense. Otherwise, you receive your reports and review summary without needing to do anything on your end.
Yes. We regularly onboard clients who are transitioning from another bookkeeper, from doing their own books, or from no bookkeeping at all. During onboarding, we review your existing QuickBooks Online setup, verify that your prior records are accurate, and make any corrections or adjustments needed to establish a clean starting point. If significant cleanup is required, we will scope that as a separate project before beginning monthly service.
No problem. We can help you choose the right QuickBooks Online plan for your business and set up the entire account during onboarding, including your chart of accounts, bank feed connections, and reporting preferences. If you are currently using spreadsheets, another accounting platform, or no system at all, we will guide you through the transition to QuickBooks
Online.For most service-based businesses, professional monthly bookkeeping pays for itself through more accurate tax filings, fewer missed deductions, better cash flow visibility, and the hours of time it saves you each month. Many business owners who handle their own books underestimate the cost of errors and the value of their own time. If you are spending more than a few hours a month on bookkeeping, or if you are unsure whether your financial records are accurate, professional monthly bookkeeping is almost certainly worth the investment.
Getting started is simple. Book a free 15-minute consultation with Amy to discuss your bookkeeping needs and current financial setup. We will recommend the right package based on your accounts, transaction volume, and goals. Once you approve the plan, onboarding takes two to three business days, and your first month of bookkeeping begins immediately. There are no long-term contracts and no setup fees.