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Financial Management & Monthly Accounting Review
Ongoing financial oversight tailored to your transaction volume — accurate books, timely insights, and the clarity to make confident decisions, month after month.
What's Included
- Monthly transaction review and categorization
- Financial statement preparation (P&L, balance sheet, cash flow)
- Key performance indicator (KPI) tracking
- Monthly insight reporting — plain-language summary of what your numbers mean
- Ongoing financial systems maintenance
Who It's For
Businesses with recurring transaction activity who want consistent, reliable financial visibility without hiring in-house staff.
Pricing
Flat-rate packages tiered by monthly transaction volume. No hourly billing.
Frequently Asked Questions
- How is pricing determined?
- Pricing is a flat monthly rate based on your transaction volume — never hourly. We review your recent activity during the consultation and quote a tier so you know the cost up front.
- Do you replace my in-house bookkeeper?
- Most clients use us instead of hiring internally, but we also work alongside existing staff — handling review, reporting, and oversight while your team manages day-to-day entry.
- What accounting software do you support?
- We primarily work in QuickBooks Online. If you use a different platform, mention it during the consultation and we'll let you know whether it fits our workflow.
- How quickly will I receive monthly reports?
- Financial statements and the plain-language insight summary are delivered within the first two weeks after month-end close, once your accounts are reconciled.