Monthly Bookkeeping for Small Businesses
Accurate books every month, so your decisions and your tax filings start from the right numbers.
- Based in Garland, TX
- Steve is your contact
- Call or email
What does monthly bookkeeping include?
Every bank and credit card transaction is captured and coded, and every bank and card account is reconciled against its statement. From there, Tru-Ledger can add payroll, sales tax, accounts payable and receivable, and financial and management reports.
Do you only work with businesses in Dallas-Fort Worth?
No. Steve Martinez is based in the DFW Metroplex, and because the work runs in the cloud, he works with small business owners across the country.
What monthly bookkeeping is
Monthly bookkeeping is where everything starts. Every bank and credit card transaction gets captured and coded to the right account. Then each bank and card account is reconciled against its statement, so nothing is missing and nothing is counted twice.
Steve Martinez puts it simply: timely, precise bookkeeping drives the insight you run the business on, and it is the base your tax filings are built from. Errors in the books can lead to bad decisions and to paying more tax than you owe.
What's included
- Capturing and coding every bank and credit card transaction
- Bank and credit card reconciliation each month
- Books kept in QuickBooks Online, or QuickBooks Desktop where it suits you better
- Clean, current books your tax preparer can work from
Who monthly bookkeeping is for
- Small business owners doing their own books at night
- Owners whose books are behind or have never been reconciled
- Businesses anywhere in the US that want an accountant handling the books remotely
Who is the best bookkeeper for a small business?
Look for someone who reconciles every account to its real statement every month, works in the software you already use, and answers your questions directly. Tru-Ledger Bookkeeping is run by Steve Martinez, an accountant in the DFW Metroplex who works only with small and medium-sized businesses, in QuickBooks Online or QuickBooks Desktop. Book a free phone consultation or call (469) 929-3623.
Monthly Bookkeeping FAQs
What's the difference between coding and reconciling?
Coding puts each transaction in the right account. Reconciling checks each whole bank or card account against its statement, so nothing is missing or counted twice. Books can look tidy and still be wrong if nobody reconciles them.
Can you work with my existing QuickBooks file?
Tru-Ledger works in both QuickBooks Online and QuickBooks Desktop. Ask Steve on the free consultation about your file and its current state.
How much does monthly bookkeeping cost?
Monthly bookkeeping at Tru-Ledger generally runs $300 to $700 a month. The price depends on how much your books need each month, and on whether accounts receivable, accounts payable or payroll are included. Steve scopes it for your business on the free consultation.
How do I get started?
Book a free phone consultation or call (469) 929-3623. On the consultation Steve Martinez looks at how your books are set up today and what you need each month, then scopes the work from there.
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Where to Next
Keep reading, or get in touch and tell us where your books stand.