Monthly Bookkeeping Services for NYC Businesses
All bookkeeping is done exclusively in QuickBooks Online — keeping your books accurate, organized, and current every month without the overhead of a full-time bookkeeper. Not yet on QuickBooks Online? I'll set it up for you as an additional service.
Book a Free ConsultationWhat's Included Every Month
Transaction Categorization
Every income and expense is accurately recorded and categorized so your books reflect the true state of your business.
Bank & Credit Card Reconciliation
I match every transaction to your bank statements, catching errors, duplicates, and missing entries before they become a problem.
QuickBooks Online Management
Your QuickBooks Online file is maintained and optimized throughout the month — chart of accounts clean, transactions categorized correctly, and reports reliable. Not yet on QuickBooks Online? I offer new file setup as an additional service so you start on the right foundation.
Monthly Financial Reports
Receive a Profit & Loss statement and Balance Sheet each month so you can see exactly where your business stands.
Frequently Asked Questions
Monthly bookkeeping includes transaction categorization, bank and credit card reconciliation, QuickBooks Online management, and a monthly Profit & Loss statement and Balance Sheet. If you're behind on prior months, I also offer catch-up bookkeeping to get everything current before we move to a monthly rhythm.
I work entirely online. You share access to your QuickBooks account and bank feeds, and I handle the rest. You receive your monthly reports via email.
I work exclusively in QuickBooks Online. If you're already on QuickBooks and your file has errors, miscategorized transactions, or reconciliation issues, I'll handle a QuickBooks cleanup before starting your monthly bookkeeping so you begin with an accurate foundation. If you're not yet using QuickBooks Online, I offer new file setup as an additional service — configuring your chart of accounts, connecting your bank feeds, and building a clean foundation from day one.
Pricing depends on your transaction volume and business complexity. Book a free consultation and I'll provide a custom quote.
Ready for Cleaner Books and Clearer Numbers?
Schedule your free consultation today and see how CoreBooks can help you save time, reduce bookkeeping stress, and make better business decisions with accurate monthly reports.
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