Monthly Bookkeeping Services
Current, reconciled, organized books every month, so you always know where your business stands.
What’s Included
Monthly bookkeeping is the foundation of every financial decision you make. Balanced Bookkeeping keeps the books for small businesses in Spring Branch, Bulverde, San Antonio and across the country, all in QuickBooks Online.
Bank and credit card feeds reviewed and reconciled every month, so your QuickBooks balance matches the bank and nothing slips through.
Reconciliations
Invoices, bills and vendor payments tracked so you always know who owes you and what’s due. Every transaction is reviewed and coded correctly, which is what makes your reports (and your tax return) accurate.
Receivables & Payables
Profit & loss, balance sheet and cash flow, delivered on a schedule and explained in plain English, so you can make decisions from numbers you trust.
Monthly Financial Statements
Who It’s For
Business owners who want a bookkeeper they can actually reach: contractors, restaurants and bars, retail and liquor stores, interior designers, nonprofits and professional practices. If you’re on QuickBooks Desktop or spreadsheets, a move to QuickBooks Online is usually part of getting started.
Owner-Operated Businesses
Schedule a call: 15 minutes on your business, your systems and where the books stand today.
Get a plan: a flat monthly rate based on transaction volume and how current your books are. No surprises.
Hand it off: send access to your bank feeds and QuickBooks, and it’s handled. You get reports monthly and answers when you have questions.
How It Works
How much does monthly bookkeeping cost? It depends on transaction volume, whether payroll is included, and how current your books are. You’ll get a clear monthly quote after a short call.
Do I need to be in Texas? No. We’re in Spring Branch, just outside San Antonio, and work with clients nationwide through QuickBooks Online and a secure client portal.
What if my books are behind? We’ll start with a cleanup and catch-up, then roll you into monthly service. Most new clients start exactly this way.