Monthly bookkeeping keeps your business records organized throughout the year. Track income, categorize expenses, reconcile accounts and stay connected to what your numbers are actually showing.
SEE WHAT'S INCLUDED↓Business transactions are organized throughout the year instead of being left in a pile until tax season.
STAY CURRENTTrack business income from the accounts and revenue sources included in your bookkeeping so your records reflect the money flowing into the business.
FOLLOW THE REVENUEBusiness expenses are categorized so you can better understand where the business is spending money and keep your records organized.
ORGANIZE THE SPENDINGReconciliation compares bookkeeping records with applicable bank and credit card activity to help identify differences, missing transactions or duplicates.
KEEP IT BALANCEDYour Profit & Loss report summarizes revenue and expenses for the reporting period so you can see the operating result reflected in your books.
KNOW THE NUMBERSYour reports turn bookkeeping activity into information you can review. See the financial reports available through Money Flow bookkeeping support.
VIEW REPORTING → 07 BEHIND ON YOUR BOOKS?If your books are months behind, full of uncategorized activity or have not been reconciled, start with the Clean My Books service before moving into monthly bookkeeping.
CLEAN MY BOOKS → 08 BOOKKEEPING REVIEWBook a review with Money Flow so we can discuss your current bookkeeping situation and determine the next step for your business.
BOOK A REVIEW →Start with a bookkeeping review so we can look at the condition of your current records and discuss whether monthly bookkeeping or cleanup support fits your business.
BOOK MY BOOKKEEPING REVIEW →