Monthly Bookkeeping
Starting at $100 / Month
Navigate the financial landscape with confidence and clarity. As an autistic bookkeeper who understands some unique challenges of neurodivergent entrepreneurs, I provide monthly bookkeeping services that go beyond simple number-crunching. My approach is tailored to your communication preferences and business needs. Whether you prefer email, text, phone, or video meetings, I’m here to make your financial management stress-free and straightforward.
What’s Included
Transaction Categorization
I organize each of your business transactions (like income and expenses) into categories. This makes it easier to see where your money is coming from and where it’s going, giving you a clear picture of your finances at a glance.
Expense and Income Tracking
We monitor your expenses and income to identify spending patterns and revenue trends. By staying on top of your financial activity, we can help spot unusual transactions, avoid errors, and maintain the integrity of your financial records.
Bank and Credit Card Reconciliation
Your bank and credit card statements are compared against your financial records to verify accuracy. Any discrepancies are investigated and resolved, ensuring your accounts are balanced and providing you with a clear financial foundation.
Monthly Financial Reports
I create detailed financial statements, including Profit & Loss, Balance Sheet, and Cash Flow reports. These reports offer a snapshot of your business’s financial health and highlight areas of strength or concern to help guide your decisions.
Review and Summary of Financial Data
I compile and summarize key financial data, presenting it in a way that’s easy to understand and act on. Regular check-ins provide an opportunity to review these insights together, ensuring you stay informed about your finances.
Compliance Check
Your financial records are reviewed to ensure they adhere to bookkeeping best practices and any applicable legal standards. This process prepares your financials for tax filing or year-end reporting, saving you time and stress when deadlines approach.
Benefits of Monthly Bookkeeping
Financial Oversight and Accuracy
With a clear, organized system for tracking your finances, you can trust that your records are accurate. This means fewer mistakes and a better understanding of your business’s financial situation, giving you peace of mind.
Improved Decision Making
Having organized, up-to-date financial information makes it easier to make informed decisions. You’ll be able to see what’s working, identify problem areas, and make strategic choices to grow your business.
Reduced Stress with Tax Filing
When tax season arrives, having accurate, organized records makes filing much simpler. You won’t have to scramble to find receipts or worry about missing information. This saves you time, reduces stress, and helps avoid potential penalties.
Details:
Transaction Categorization
Every transaction your business makes—whether it’s income from sales, expenses for supplies, or fees paid to vendors—needs to be properly categorized. I sort each transaction into meaningful categories like “Rent,” “Office Supplies,” or “Sales Revenue.”
This categorization not only organizes your financial records but also helps you see where your money is being spent and earned, providing a clearer picture of your business’s financial health and revealing trends over time.
Expense & Income Tracking
Tracking your business’s income and expenses is about more than just recording numbers—it’s about understanding the flow of money in and out of your business. I carefully monitor every dollar you earn and spend, ensuring that all transactions are recorded accurately and consistently.
This process helps identify patterns, such as which expenses are increasing over time or which revenue streams are the most profitable. By tracking this information, I help you make informed decisions, stay on budget, and avoid surprises when it comes to cash flow.
Bank and Credit Card Reconciliation
Reconciling your bank and credit card accounts means making sure every transaction recorded in your books matches the corresponding entry on your statements. I go through your accounts line by line, identifying any discrepancies, such as missing deposits, double charges, or bank errors.
This process ensures that your financial records are accurate and complete, giving you confidence in your numbers. Reconciliation also helps you catch and resolve issues early, preventing them from becoming larger problems down the road.
Monthly Financial Reports
Financial reports are a window into your business’s overall health and performance. I generate key reports every month, including a Profit & Loss statement, Balance Sheet, and Cash Flow report. These reports show how much your business is earning, spending, and saving, as well as how its assets and liabilities are changing over time.
By breaking down the numbers into actionable insights, I help you understand your current financial situation and plan for the future. Whether you’re preparing for growth or addressing challenges, these reports are a critical tool for making informed decisions.
Review and Summary of Financial Data
At the end of each month, I take a step back to review all your financial data and summarize the most important points. This includes highlighting trends, pointing out unusual transactions, and identifying areas where you may want to focus your attention.
I explain this information in plain terms, so you don’t need to worry about deciphering complex accounting jargon. My goal is to give you the clarity you need to understand your finances and feel confident in the next steps for your business.
Compliance Check
Keeping your financial records compliant is essential for avoiding penalties and ensuring your business is always prepared for audits or tax filings. I review your records to ensure they align with bookkeeping best practices and meet any relevant legal or regulatory requirements.
This process not only safeguards your business from potential issues but also helps you stay organized and stress-free when tax season arrives. With compliant, well-maintained books, you’re always ready for what’s next.
Financial Peace of Mind
Managing finances doesn’t have to be overwhelming. Let’s work together to simplify your financial world, make informed choices, and stay on top of compliance—all in a way that works for you. Schedule a consultation with an autistic bookkeeper (me) who loves working with other neurodivergent folks! We’ll create a plan tailored to your unique goals, so you can focus on what you do best.