Monthly Bookkeeping Services for Small Businesses
Keep your books accurate and up to date — without the cost of hiring an in-house bookkeeper. Our remote bookkeeping professionals handle monthly transaction categorization, bank and credit card reconciliations, month-end review, and financial reporting using modern technology and real human oversight.
Serving small businesses remotely from the Tulsa area.
What’s Included in Our Monthly Bookkeeping Services
Our monthly bookkeeping service goes beyond recording transactions. We maintain your books throughout the month, reconcile key accounts, investigate discrepancies, and review financial information before delivering your reports.
Modern technology helps us complete routine bookkeeping efficiently, while a real professional reviews reconciliations, account balances, discrepancies, and financial reports before the month is finalized.
Monthly transaction review and accurate categorization
Bank and credit card reconciliations
Loan and other balance-sheet account reconciliations, when applicable
Month-end close procedures and account-balance reviews
Investigation of duplicate, missing, unusual, or incorrectly recorded transactions
Routine adjusting entries and accruals based on established client procedures
Review and correction of common bookkeeping errors
Monthly Profit and Loss and Balance Sheet reports
QuickBooks Online maintenance related to ongoing bookkeeping
Follow-up on missing documents and unresolved transactions
Ongoing support from an assigned bookkeeping professional
Organized financial records ready to share with your CPA
Get dependable remote bookkeeping support without the salary, payroll taxes, benefits, and management costs of hiring an internal bookkeeper. Plans are based on transaction volume, number of accounts, and bookkeeping complexity.
Monthly Bookkeeping Plans for Small Businesses
Starter Bookkeeping — Starting at $350/month
Up to 100 monthly transactions
Up to two bank or credit card accounts reconciled
Monthly transaction review and categorization
Bank and credit card reconciliations
Review of unusual or uncategorized transactions
Basic month-end review
Monthly Profit & Loss and Balance Sheet
Month-end completion summary
Remote support from an assigned bookkeeping professional
Best for very small businesses with limited monthly activity and straightforward bookkeeping needs.
Growth Bookkeeping — Starting at $500/month
Up to 250 monthly transactions
Up to four financial accounts reconciled
Monthly transaction review and categorization
Bank, credit card, loan, and other applicable account reconciliations
Month-end close procedures
Review and correction of bookkeeping errors
Investigation of missing, duplicate, or unusual transactions
Routine adjusting entries based on established procedures
Monthly Profit & Loss and Balance Sheet
Month-over-month financial report comparison
Ongoing remote bookkeeping support
Best for growing businesses that need a more complete month-end close and stronger account oversight.
Established Bookkeeping — Starting at $750/month
Best for established or higher-volume businesses that need more extensive monthly bookkeeping and account review.
More than 250 monthly transactions
Multiple bank, credit card, loan, payroll, or merchant accounts
Complete month-end close procedures
Balance-sheet account reviews and reconciliations
Routine accruals and adjusting entries, when included
Investigation and correction of bookkeeping discrepancies
Payroll and merchant deposit reconciliation, when included
Detailed monthly financial reporting
Follow-up on missing documents and unresolved activity
Priority support and more frequent communication
Records organized for coordination with the client’s CPA
Monthly Bookkeeping FAQs
How much do monthly bookkeeping services cost?
Our remote monthly bookkeeping plans start at $350 per month. Final pricing depends on transaction volume, the number of bank and credit card accounts, payroll activity, reporting needs, and the overall complexity of your books.
What is included in monthly bookkeeping?
Monthly bookkeeping may include transaction review and categorization, bank and credit card reconciliations, month-end close procedures, account-balance reviews, routine adjusting entries, error correction, and monthly financial reports. The exact scope depends on the plan selected and your business’s needs.
Do you work with QuickBooks Online?
Yes. Our bookkeeping professionals can maintain your books in QuickBooks Online, reconcile accounts, review unusual activity, correct routine bookkeeping errors, and prepare monthly financial reports.
Businesses needing setup, troubleshooting, or one-time assistance can also review our QuickBooks help services.
Will I still need a CPA?
Usually, yes. Your bookkeeper maintains accurate and organized financial records throughout the year, while your CPA or tax professional handles tax preparation, tax planning, and other specialized tax matters. We can help keep your books organized and ready to share with your CPA.
Can you help if my books are behind or inaccurate?
Yes. If previous months have not been completed or reconciled, bookkeeping cleanup may be required before ongoing monthly bookkeeping begins. We will review the condition of your books and explain any cleanup work needed before starting the recurring service.
Businesses needing help getting caught up on their books can visit our Bookkeeping Cleanup Services.
How does remote bookkeeping work?
Our bookkeeping services are delivered remotely using cloud accounting software, secure document-sharing tools, email, and scheduled communication. This allows your business to receive ongoing bookkeeping support without hiring and managing an internal bookkeeping employee.
Do you only work with businesses in Tulsa?
No. Find Bookkeeping Help is a remote bookkeeping company with Tulsa roots. We can support small businesses in Tulsa, Oklahoma City, throughout Oklahoma, and in other locations where our services are a good fit.
How often will my books be updated?
The exact workflow depends on your plan and transaction activity, but accounts are reviewed and completed on a recurring monthly schedule. Clients with more frequent bookkeeping needs may require a customized plan.
Who will handle my bookkeeping?
Your business will be assigned to one of our bookkeeping professionals based on its software, transaction activity, complexity, and service needs. Find Bookkeeping Help establishes service expectations and remains involved in maintaining quality and addressing escalated issues.