Breathe. We Bookkeep.
Ongoing Bookkeeping (Monthly Retainers)
We keep your books clean month after month—so your close becomes predictable and your reporting stays reliable.
Ideal after cleanup, or when you already have stable books.
Clean categorization standardsFewer monthly surprisesRules + automation where possibleConsistent documentation workflow
Typical cadence
Weekly/biweekly processing + monthly close (per plan)
Best for
Businesses with stable operations needing consistent books
Typical add-ons
Reconciliations, month-end close, AP/AR ops
Included
What’s included
- Ongoing transaction processing and categorization
- Vendor/customer hygiene (consistent naming, fewer duplicates)
- Documentation workflow (how receipts and bills are collected)
- Rules and automation for recurring transactions
- Monthly exceptions list + resolution tracking
- Consolidated questions list (so you don’t get pinged daily)
Inputs
What we need from you
- Accounting system access (QBO/Xero/Zoho or other)
- Full list of business bank accounts and credit cards
- Document repository (Drive/Dropbox) for receipts and bills
- One point of contact for monthly clarifications
Delivery
Typical cadence
- Onboarding: 2–5 business days
- Weekly/biweekly processing (based on volume)
- Month-end close + reporting on a predictable schedule