Monthly Bookkeeping

Handling all your professional bookkeeping needs so you can focus on a successful business

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Small business stats

we pay attention to and so should you

78%

of companies believe that having clean and accurate financial data is critical for making strategic business decisions

40%

of small business owners outsource their bookkeeping tasks

16%

increase in profits have been reported due to hiring a bookkeeper

82%

of small business owners believe that having a clear understanding of their finances is critical to their success

Why monthly bookkeeping?

So you can get back to running a successful business with the peace of mind that your financial records are in capable hands.

How it works

Our Monthly Bookkeeping service is exactly how it sounds. As a client, you will receive:

The option to have monthly virtual calls if you'd like

Continuous categorization and reconciliation of montly transactions

A monthly report in Google Drive as well as emailed directly to you

Hiring a bookkeeper on a monthly basis ensures that your financial records stay accurately maintained, reducing the risk of errors and discrepancies which can save time and money long-term.

We also offer a Custom Package if your needs are greater than what is described above.

Get started with Monthly Bookkeeping Inquire about a Custom Package

Client testimonials

Our bookkeeping services have a positive impact on our clients' operations, which they love.

Best decision ever!!!

Gervase

My books were a M E S S when I was recommended to Mariel. She has been so kind and patient and always takes a second to explain anything I don’t understand. I don’t trust anyone else with my books!

Stephanie

Mariel is just fantastic. She is so patient and helpful when it comes to navigating business finances. She has helped me on countless occasions to make sure I am reconciling my expenses the correct way. Hiring a bookkeeper is hands down a MUST!

Allie

Owner, The Wandering Taps

I’ve been using Mariel and her team for my business bookkeeping needs for about 3 years now! I do not have a business background so when I came to her, I was very lost. She got my quickbooks cleaned up and ready to turn over to my accountant for taxes. She’s always there to answer my questions or direct me to one of her accountant partners. Her bookkeeping services have been invaluable for my businesses! I’d be lost without her. Highly recommend!!

Meredith

Owner, Charleston Bachelorette

Best decision ever!!!

Gervase

Stephanie

Allie

Owner, The Wandering Taps

Meredith

Owner, Charleston Bachelorette

Mariel has absolutely saved my business and cleaned up a lot for me. I’ve worked with prior bookkeepers and she is unmatched. She also works really hard to connect you with other people who will help you well rounded, such as CPA’s and payroll. She is fantastic and I recommend her to all my other business owners and friends!

Gretchen

FAQs

We have some commonly asked questions we like to cover for your convenience

What’s a bookkeeper? And what is the difference between a CPA and a bookkeeper?

A bookkeeper is someone who records and maintains financial transactions for a business or organization to ensure accurate and up-to-date financial records. The biggest difference between a CPA (Certified Public Accountant) and a bookkeeper is that CPAs are licensed professionals who can provide a wide range of financial services including auditing, tax planning, and strategic financial advice, while bookkeepers focus primarily on recording financial transactions and maintaining accurate records.

What are the main duties of a bookkeeper?

The main areas we cover are recording financial transactions, managing accounts receivable and accounts payable, generating financial reports, assisting with tax preparation, and data organization and accuracy.

What reports are included in our Monthly Bookkeeping service?

As part of our Monthly Bokkeeping service, we pull and email you four main reports: Profit & Loss Report, Balance Sheet, Statement of Cash Flow, and Profit & Loss by Month

Why hire a bookkeeper?

Accuracy, time-saving, cost efficiency, organization, financial reporting, and peace of mind just to name a few. Hiring a bookkeeper should take things off your plate so you can focus on the growth of your business.