Monthly Close
Monthly bookkeeping built around a defined close process, not a pile of transactions waiting for tax season.
Discuss Your Monthly CloseWhat's Included
A defined scope so you know exactly what is being handled each month.
Pricing
Typical Monthly Range
$450 - $750/mo
Final price depends on scope and complexity.
Scope Variables
Every business is different. These factors determine where your engagement falls within the range.
Account count
Transaction volume
Payment processors
Payroll/contractors
A/R and A/P
Inventory
Number of entities
Reporting requirements
Payment Terms
Monthly billing, preferably autopay, under the engagement terms.
FAQ
The monthly close typically includes transaction categorization, bank and credit-card reconciliation, relevant payment-platform reconciliation, review of unusual transactions, A/R and A/P tracking where included, month-end adjustments within scope, P&L and Balance Sheet delivery, and monthly close status updates. The exact scope is defined during engagement setup based on your business needs.
Reports are delivered at the end of each monthly close cycle. The close status is updated as work progresses, and final reports including P&L and Balance Sheet are provided once the month is closed. You will always know where things stand.
If your needs change or expand, we can discuss adjusting the scope of your engagement. Additional services such as financial review, A/R management, or enhanced reporting can be added through a Financial Control engagement when you're ready for that level of support.
Yes. Many clients start with Monthly Close and upgrade to Financial Control when they need structured financial review, management visibility, and deeper support. The transition is straightforward since the books are already current and reconciled.
Tell us about your current bookkeeping situation and we'll determine whether Monthly Close is the right fit for your business.
Discuss Your Monthly Close