Monthly Bookkeeping for Service-Based Businesses
Flat-fee online bookkeeping done right, delivered by the 15th — for contractors, agencies, health & wellness, and professional firms that need clean books without the hassle.
Running a service business means your time is worth more than bank reconciliations. But messy books mean blind decisions, higher tax bills, and the nagging feeling you can’t quite trust your numbers. Our monthly bookkeeping services fix that — permanently. We categorize every transaction, reconcile every account, and deliver plain-English reports you can actually use, at a flat monthly fee that doesn’t change on you.
Built for Service-Based Businesses
Our bookkeeping services are designed specifically for:
Trades & home services — contractors, electricians, plumbers, HVAC companies, landscapers, cleaning businesses, and other trades where cash in and cash out rarely line up.
Professional services — marketing agencies, consulting firms, law practices, architecture studios, coaches, and creative shops.
Health & wellness — med spas, dental offices, private practices, salons, gyms, and wellness studios juggling inventory, tips, and multiple revenue streams.
If you’re doing $150K–$5M in annual revenue and you want a bookkeeper who actually understands how your business works, you’re in the right place.
What’s included in your monthly bookkeeping?
Every flat-fee plan includes:
Transaction categorization. Every deposit, expense, and transfer categorized to your chart of accounts — not some generic template.
Monthly account reconciliation. Every bank account, credit card, loan, and merchant account reconciled to the penny, every month.
Plain-English financial reports. Profit & Loss, balance sheet, and highlighted KPIs delivered by the 15th of the following month.
Report walk-through. A short Loom video explaining what changed, what to notice, and what to ignore — so you’re never decoding a spreadsheet alone.
QuickBooks Online. We handle the software so you don’t have to. Certified QuickBooks Online ProAdvisors.
Tax-ready books year-round. No April scramble. Your CPA gets clean, reconciled books on day one.
Unlimited email support. Ask as many questions as you want between reports. No per-message fees, no meters. We’re here to help, not to nickel and dime you for every interaction.
Software we use - Quickbooks Online
As a certified QuickBooks Online ProAdvisor, we meet you where you are. Already on QuickBooks? We take over the file and clean it up. Still on spreadsheets? We’ll migrate you into QuickBooks Online and train you on the basics. We also integrate with the tools your business already runs on:
Payroll: Gusto, ADP, QuickBooks Payroll, Rippling
Payments: Stripe, Square, Authorize.net, PayPal
Time tracking: Harvest, Toggl, QuickBooks Time
Job costing & field service: Buildertrend, ServiceTitan, Housecall Pro, Jobber
Inventory & POS: Shopify, Square, Lightspeed, Clover
How our online bookkeeping service works
Step 1 — Discovery call. 30 minutes to understand your business, your current setup, and what’s been getting in the way. Free. No sales pitch.
Step 2 — Proposal & onboarding. We send you a flat-fee proposal based on your transaction volume and complexity. If you need a clean-up first, we scope that separately. Onboarding takes 1–2 weeks.
Step 3 — Monthly delivery. Books closed and reports delivered by the 15th of every month. Check-ins as needed. Done.
Transparent, flat-fee pricing
No hourly rates. No surprise invoices. Monthly bookkeeping plans start at $300/month ($225/mo if quarterly) and scale with your transaction volume, number of accounts, and complexity (payroll, inventory, multi-entity). Most service businesses land between $300 and $500 per month. You’ll know the price before we start, and it won’t change without a conversation.
Who monthly bookkeeping isn’t for
Businesses under $150K in revenue where a DIY tool like Wave or QuickBooks self-service makes more sense.
Companies that need in-office, on-site bookkeeping staff.
Businesses looking for tax preparation or audit services — we partner with CPAs for those, and will happily hand your books off to yours.
Monthly bookkeeping FAQs
How much does monthly bookkeeping cost for a service business?
Monthly bookkeeping for service businesses typically ranges from $300-500 per month, depending on transaction volume, number of accounts, and complexity (payroll, inventory, multiple entities). We use flat-fee pricing, so you’ll always know what you’re paying before we start.
Do you work with QuickBooks Online or Xero?
We’re certified QuickBooks Online ProAdvisors. We do not support Xero at this time. If you’re already on Quickbooks Online, we’ll take it over; if not, we’ll help you set it up.
What if my books are behind?
Most new clients start with a one-time bookkeeping clean-up. We price clean-ups separately — see our Books Clean-Up page for details — and then transition you straight into monthly bookkeeping once you’re caught up.
Can you work with my existing CPA or tax preparer?
Absolutely. We coordinate with your CPA year-round and hand over reconciled, documented books at tax time so they can focus on tax strategy instead of clean-up. We also have tax preparation experience and keep taxes in mind when organizing your books.
How quickly do I get my monthly reports?
Reports are delivered by the 15th of the following month — e.g., June reports by July 15th. We try to accommodate requests for earlier dates whenever possible.
Are you a virtual / remote bookkeeping service?
Yes. We’re a fully virtual, US-based bookkeeping service working with clients across the country. Everything is handled securely online.
Can I cancel anytime?
Yes. Our agreements are month-to-month. We’d rather keep your business by doing great work than by locking you in.
What does onboarding look like?
Onboarding typically takes 1–2 weeks. You grant us view-only bank access, share your current software login, we audit the current state, clean up anything urgent, and start your first full month.
Ready for bookkeeping that works as hard as you do?
Get a free, no-pressure pricing estimate built around your business. It starts with a simple conversation (we prefer an online meeting to put a face to a name).