Monthly Bookkeeping Services
Stakeville's monthly bookkeeping service reconciles every bank and credit card account to source statements, categorizes all transactions, and delivers a complete month-end close (profit & loss, balance sheet, and a plain-English summary) on a fixed monthly fee starting at $199.
Monthly bookkeeping is the foundation every other financial decision rests on. When your ledger is current and reconciled, tax season is a formality, lender requests take minutes, and you always know whether the business actually made money last month.
We run a documented month-end close for every client: bank feeds are matched to statements line by line, uncategorized transactions are resolved (not dumped into 'Miscellaneous'), and discrepancies are traced to their source rather than plugged. The result is a ledger your CPA can file from without questions.
What's included
Bank & card reconciliation
Every account tied to its source statement each month, checking, savings, credit cards, and payment processors like Stripe and PayPal.
Transaction categorization
Consistent chart-of-accounts coding with vendor rules, so your P&L is comparable month over month.
Month-end close checklist
A documented close process covering accruals, clearing accounts, and balance verification.
Financial statements
Profit & loss, balance sheet, and cash summary delivered on a fixed schedule you can plan around.
Plain-English summary
One page on what moved, why it moved, and anything that needs your attention.
QuickBooks, Xero & Zoho
We work in your file, with clean audit trails, you always own your data.
How it works
Books Health Check
A free review of your current file: what's reconciled, what's not, and what the monthly scope should be.
Setup & handoff
We connect read-only bank feeds, tune the chart of accounts, and document your close checklist.
Monthly rhythm
Books closed on a fixed schedule each month, with statements and a summary in your inbox.
“Our books were 14 months behind when we found Stakeville. Three weeks later everything reconciled and our CPA filed without a single question.”
“The monthly report is one page and I actually read it. What moved, why, and what to watch. That alone is worth the fee.”
Monthly Bookkeeping Services, frequently asked questions
How much does monthly bookkeeping cost?
Four fixed-fee plans, scaling by number of accounts and monthly transaction volume. Essentials is $199/month, Growth is $349/month, Growth plus Payroll & Tax is $549/month, and CFO Suite is quoted from $1,200/month. Every plan includes a dedicated bookkeeper, and there is no hourly billing.
When are my books closed each month?
Most clients receive their completed close within 10 business days of month-end, once all bank statements are available. Rush schedules are available for businesses with lender or investor deadlines.
Do I need to switch accounting software?
No. We work in QuickBooks Online, Xero, and Zoho Books. If you're on spreadsheets or a legacy system, we can migrate you as part of setup.
What access do you need to my accounts?
Read-only bank feeds and exported statements only. We never ask for banking passwords, credentials, or tax IDs.
Find out what your books need, free.
A 20-minute Books Health Check: we review your current setup and tell you exactly what it will take to get clean, decision-ready numbers. No pressure, no credentials requested.