Monthly bookkeeping services for small businesses
Every transaction categorized, every account reconciled, and financial statements in your inbox by the 15th. One accountant who knows your business, at a fixed monthly price.
Starting at $1,750 per month. Month to month, no long contracts.
- QuickBooks Online ProAdvisor & Xero Partner
- Fixed price, month to month
- Based in Flushing, New York, serving all 50 states
Why monthly bookkeeping matters during tax season
Tax season is when messy books cost the most. Your CPA charges more hours to untangle a year of transactions, deductions get missed because receipts are gone, and filings slip past the deadline while everyone waits on the numbers.
With monthly bookkeeping, there is nothing to untangle in March. Every month is already reconciled, every deduction is already recorded, and your CPA gets a clean year-end package in January.
- Year-end package ready in January, not April
- Lower CPA prep fees: clean books take fewer hours
- Deductions captured all year, not reconstructed from memory
- Estimated taxes based on real quarterly numbers
- No extension needed because the books are not done
Where monthly bookkeeping fits in your bookkeeping journey
Most businesses go through three stages. Monthly bookkeeping is the last one, and the one that keeps you from going back to the first.
Monthly bookkeeping vs. catch-up bookkeeping
| Feature | Catch-up bookkeeping | Monthly bookkeeping |
|---|---|---|
| What it is | A one-time project to rebuild months or years of missing books | An ongoing service that keeps books current every month |
| When you need it | Books have not been done for a while | Books are current and you want them to stay that way |
| How it is priced | One fixed project price | One fixed monthly fee |
| Timeline | 2-8 weeks, once | Closed by the 15th, every month |
| What you get | Reconciled books and statements for the missing period | Monthly statements, reconciliations and a tax-ready year-end |
| Next step | Move to monthly so it never happens again | Stay current; add AP, AR or payroll support as you grow |
What you get every month
Transactions categorized
Every bank and card transaction coded to the right account, with questions batched to you once a week.
Accounts reconciled
Bank, credit card, loan, payroll and merchant accounts (Stripe, Shopify, Square) tied to the statement.
Three financial statements
Profit & loss, balance sheet and cash flow, with a short note on what changed.
AR and AP aging
Who owes you, who you owe, and for how long.
Receipts matched
Snap or forward receipts; we attach them to transactions so the audit trail is complete.
Sales tax and 1099 support
Sales tax reports prepared for filing and 1099 data ready each January.
The monthly rhythm
- 1st-5th Statements & receipts in
- 10th Questions batched to you
- 15th Reports delivered
- Any day Questions answered
Why monthly beats “as-needed” bookkeeping
“I'll do the books when I have time” is how businesses fall a year behind. As-needed bookkeeping costs more per hour, misses deductions, and leaves you guessing about cash for most of the year.
| Area | As-needed | Monthly |
|---|---|---|
| Cost | Hourly, unpredictable, highest at tax time | Fixed, predictable, spread across the year |
| Accuracy | Rebuilt from memory and old statements | Recorded while the details are fresh |
| Cash visibility | Only when someone catches up | Every month, by the 15th |
| Tax season | A scramble | A hand-off |
| Lender or investor ready | Weeks of notice needed | Always |
How we keep costs low without losing accuracy
Bank rules do the routine work
Recurring transactions are coded automatically by rules we set up once. We review the exceptions, not every line.
One accountant, no hand-offs
No junior-to-senior-to-manager chain. The person who knows your file does the work, so nothing is done twice.
Questions in one weekly batch
You answer a short list once a week instead of a stream of emails. Less of your time, fewer delays.
Fixed scope, fixed price
We quote on your real volume and number of accounts. You pay for what your business needs, not an hourly meter.
Clean setup first
A correct chart of accounts and connected feeds mean fewer errors to fix later. Fixing is where cost hides.
Right-sized plan
Essential, Growth or Full back office. Start small and add payroll, AP or AR only when you need them.
The 7-step month-end close checklist
The same checklist, every month, every client. You can ask for it any time.
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Step 1
Import and code
All bank, card and merchant transactions imported and coded; rules applied, exceptions reviewed.
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Step 2
Match receipts and bills
Receipts, bills and invoices matched to transactions.
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Step 3
Reconcile every account
Bank, card, loan, payroll liabilities and merchant accounts tied to statements.
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Step 4
Review the balance sheet
Undeposited funds, AR, AP, sales tax and owner equity checked and cleared.
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Step 5
Batch questions to you
One list of anything we could not place, answered once.
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Step 6
Prepare statements
P&L, balance sheet, cash flow and aging reports, plus a short note.
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Step 7
Final check and deliver
Reports checked against last month, then sent by the 15th.
What clean monthly books do for your business
You know your real profit
Not what the bank balance suggests. Revenue, costs and margin for the month and year to date.
Cash stops surprising you
AR and AP aging show what is coming in and going out before it happens.
Tax time becomes a hand-off
Your CPA gets a complete package in January. Fewer questions, lower fees, no extension.
Lenders and investors say yes faster
Clean monthly statements are the first thing a bank or investor asks for.
Decisions get easier
Hire, buy equipment, raise prices: you decide with numbers, not a feeling.
Your time comes back
Evenings and weekends stop going to bookkeeping.
What every client can count on
A fixed price, in writing
You know the cost before any work starts. It changes only if you add scope.
Checked before it reaches you
Every report is reconciled and reviewed before you or your CPA see it.
A reply within one business day
Email or portal, Mon-Fri. You will never chase us for an answer.
Leave any time
Month to month. Your QuickBooks or Xero file stays in your name, with everything in it.
5 most common questions about monthly bookkeeping
How much does monthly bookkeeping cost?
Monthly bookkeeping starts at $1,750 per month and includes 10-30 hours of dedicated bookkeeping support. Your exact fee depends on transaction volume, number of accounts and the services you need, and is confirmed before any work starts. See pricing.
When will my books be closed each month?
By the 15th of the following month, provided we have your statements and answers to any open questions.
What if my books are not clean today?
We start with a fixed-price cleanup or catch-up, then move you to monthly bookkeeping.
Do I keep ownership of my QuickBooks or Xero file?
Yes. The subscription stays in your name. We work inside it with accountant access, so you can see everything and leave at any time.
Is there a contract?
Month to month. We ask for 30 days' notice so we can close your last month properly and hand everything over.
Get a fixed monthly price
Tell us about your business and we will send a quote within two business days.
Prefer email? Write to support@sadika-accounting.com.
- No obligation, no sales pitch
- You speak with the accountant, not a salesperson
- Fixed price in writing within two business days