Ongoing Support

Monthly Bookkeeping & Accounting

finance worksheet for bookkeeping

Stay Current, Stay Stress-Free

Focus on running your business, not drowning in receipts and bank statements. Get reliable monthly bookkeeping support so you can stay in your lane, do what you do best, and actually understand your numbers when you need them.

When your books are current and clear, you can make confident decisions about pricing, expenses, hiring, and growth, all based on real data, not guesswork.

Starting at $399/month

Book a consultation

How It works

  • Consistent

    Your books handled the same way, every month. No more catching up or scrambling.

  • Clear

    Know exactly where your business stands with monthly P&L and balance sheets you can actually understand.

  • Reliable

    Stop spending nights and weekends on bookkeeping. Focus on the work only you can do.

person writing for bookkeeping

What You Get Every Month

Consistent support you can count on

Monthly Deliverables:

  • All transactions downloaded and categorized accurately

  • Bank and credit card accounts reconciled monthly

  • Monthly financial reports (Profit & Loss and Balance Sheet)

  • Clean, organized books accessible anytime in QuickBooks Online

  • Accounts Payable & Accounts Receivable management (optional add-on)

Communication & Support:

  • Email and phone support during business hours (9-4 ET)

  • Responses within 24 hours

  • Monthly check-ins available via Zoom or phone

  • In-person meetings available for local Pennsylvania clients

  • Questions answered in plain English (no confusing jargon)

Peace of Mind:

  • No more tax-season panic

  • No more wondering if you can afford that new hire

  • No more guessing about cash flow

  • Your books are always ready when your accountant needs them

Schedule a complimentary call

This Service Is Perfect For You If...

✓ Your time is better spent growing your business than categorizing transactions

✓ You want to stay in your lane and focus on your zone of genius

✓ You need accurate, current numbers to make good business decisions

✓ You're tired of the stress and scramble of year-end bookkeeping catch-up

✓ You'd rather invest in expert help than DIY something you don't enjoy

✓ You're running a small business or self-employed with revenue under $5 million

✓ You want to actually understand what your financial reports are telling you

✓ You value having a partner who can explain your numbers in plain English

Schedule a complimentary call

People are Saying

  • "Easy to work with. Professional. Knowledgeable. I don’t know what I’d do without her."

    — Renee Ashley, Writer

  • "As a start up, I was hesitant to bring on another expense, especially for something I could do myself, but I am so glad I did. Cyndi brought so much more than just balancing accounts. She has been a vital part of my growth. I couldn’t be more pleased."

    — Owner, The Artisan Baker

  • "Quality work, excellent communication, skilled in QBO, personable, and a pleasure to work with. 10 out of 10."

    — Meg Buck, Interior Design

Frequently Asked Questions

  • You absolutely can do your own bookkeeping! But it takes time to learn the software, stay current each month, and ensure everything is categorized correctly. Most business owners find their time is worth more spent on their actual business than on bookkeeping tasks.

  • If you have just a few transactions per month and love doing bookkeeping, you probably don't need me! But if you're spending time on it that you'd rather spend elsewhere, or if you're falling behind, monthly support gives you that time back.

  • I work with all types of small businesses and self-employed individuals under $5 million in revenue. From contractors to consultants to retail shops, if you need bookkeeping, I can help.

  • I primarily use QuickBooks Online, but can work with other platforms. If you're not currently using any software, I'll help you get set up with the right solution.

  • No, I'm a bookkeeper, not a CPA or tax preparer. But I work closely with many tax professionals and will make sure your books are organized exactly how your tax preparer needs them.

  • You can always reach out! Email and phone support are included during business hours, and I typically respond within 24 hours.

Ready to Reclaim Your Time?

Stop dreading bookkeeping. Start running your business with confidence and clarity.

Start with a complimentary call