Monthly Bookkeeping

Is this YOU?

  • Your business is growing and you don't have time to do your books. Or your spouse was helping you and they hate it or got too busy as well. So now you are months or maybe years behind (no judgment). You need help big time and I can help!
  • Or you manage your own books but you constantly wonder whether you're doing things correctly. Or you know they are messed up (no judgment) and the books need to be fixed immediately. I can help!
  • Or you feel a little bit embarrassed that you don't know your financial numbers every month and wish someone would help you understand them. I can help with that too!
  • Or you've been burned before by inexperienced bookkeepers, and you feel scared to give someone new a try. I understand! Check out the testimonials below and see what some of our clients have said about working with us. 

Our monthly bookkeeping services will help you save time, reduce taxes, improve cash flow and increase profits.

Our Packages

Premium

Complex business needs

 

SAVE TIME

  • Transaction Processing
  • Bank and Credit Card Processing
  • Account Reconciliations
  • Complex Payroll Processing
  • Process Customer collections
  • Process Bill payment
  • Process sales tax
  • Prepare & file annual Form 1099

PLAN & GROW

  • Maximize your tax deductions
  • Cash Flow Monitoring
  • Monthly “Know-your-numbers” financial report
  • Monthly “Peace of Mind” business strategy sessions 

SUPPORT

  • Email, Phone and Video Support
  • Response time ( 24 business hours)
  • Timeliness of Books close - 5th of month

Essentials

More support & financial expertise

 

SAVE TIME

  • Transaction Processing
  • Bank and Credit Card Processing
  • Account Reconciliations
  • Simple Payroll Processing
  • Prepare & file annual Form 1099

PLAN & GROW

  • Maximize your tax deductions
  • Cash Flow Monitoring
  • Quarterly “Know-your-numbers” financial report
  • Quarterly “Peace of Mind” business strategy sessions 

SUPPORT

  • Email and Phone Support
  • Response time ( 48 business hours)
  • Timeliness of Books close - 15th of month

Basic

Establishing a financial foundation

 

SAVE TIME

  • Transaction Processing
  • Bank and Credit Card Processing
  • Account Reconciliations

PLAN & GROW

  • Maximize your tax deductions
  • Annual “Know-your-numbers” financial report
  • Annual “Peace of Mind” business strategy sessions 

SUPPORT

  • Email  Support
  • Response time ( 72 business hours)
  • Timeliness of Books close - 25th of month

Testimonials

"Marcia is truly top notch. Searching for a bookkeeper to do my books was no easy task. I often felt nervous and like things were overlooked with other bookkeeping services. But not so with Marcia! 

Prosperity Rain

"Marcia is terrific to work with and an important part of our nonprofit organization. She balances our books each month and readily answers any questions I have."

Andrea Abramowitz

"So professional! Answers all my questions and involves me only at the level I want to be involved in my books. She takes care of everything and is always on time."

Annie Orozco