Monthly Bookkeeping
Monthly bookkeeping services to keep financial records organized and align them with bank transactions.
PRICING
REGULAR PRICE
MONTHLY LIMIT
ADDITIONAL TRANSACTIONS
$299 / MONTH
150 TRANSACTIONS
+ $1.50 / TRANSACTION
OVERVIEW
Have you ever used search queries for monthly "bookkeeping services near me" without understanding what are these services? Monthly bookkeeping is an essential service that keeps track of all your business finances. This is a process of recording and organizing your financial transactions, ensuring everything is accurate and compliant with regulations. This service does more than just enter numbers - it creates a complete picture of your business finances that helps you make smart decisions.
Professional bookkeeping gives you a detailed view of your day-to-day business money flow. By maintaining organized records, you'll have reliable financial information when making important choices about your business. This thorough approach also prepares you for an easier sales tax filing process, giving you peace of mind that your books are in order.
Modern monthly bookkeeping combines traditional accounting expertise with advanced digital tools. This integration allows for greater accuracy, real-time financial statements, and improved efficiency in managing your business finances. Through systematic organization and regular monitoring, monthly bookkeeping helps prevent common financial issues before they become significant problems.
WHEN AND WHY DO YOU NEED IT
All businesses need solid bookkeeping to stay financially healthy and meet tax requirements. When trying to maintain books on their own, many business owners realize that today's financial landscape requires professional help. Your business likely handles accounts receivable, accounts payable, multiple sources of income, and various expenses that need careful tracking. This might be too time-consuming.
Business owners also often notice they need professional help when they struggle with basic financial tasks. Common signs include difficulty with tax returns or with business decisions because of messy records.
The need to outsource bookkeeping becomes clear as your business grows. Larger operations mean more complex finances and a greater need for accuracy. You'll especially prefer to have a dedicated bookkeeper when applying for business loans or dealing with tax authorities. Having organized, professional records allows you to focus on growing your business instead of routine operations.
HOW IT GENERALLY WORKS
Professional monthly bookkeeping follows a clear, step-by-step process to keep your financial records accurate. The process starts with gathering all your financial paperwork. This includes your bank statements, credit card statements, receipts, and bills. A bookkeeper organizes these documents and records them in your accounting system.
Throughout the month, bookkeepers handle several important tasks. They record every business transaction and put them in the right categories. After that, they match your bank and credit card statements with your records to make sure everything lines up. They also keep track of money coming in from customers and bills you need to pay to vendors.
At the end of each month, a bookkeeper makes a final check of all your accounts. All numbers must match up correctly. Based on that, he prepares monthly financial reports that show how your business is doing. This creates a clear record of all your transactions that you can refer to whenever needed.
OUR PROCESS
At Logetica, we follow a rigorous process designed to ensure maximum accuracy and value for your business. Our service begins with a detailed setup phase where we establish specialized workflows tailored to your business operations. We implement digital systems that streamline document collection and transaction recording while maintaining strict security protocols.
Throughout the month, our team processes your transactions in real time, ensuring that your financial data is always current. We perform weekly reviews to catch any mismatches early and maintain ongoing communication about any questions or concerns. Our month-end procedures include complete bank account checks and detailed financial report preparation.
We also provide regular financial insights and proactive recommendations based on your business's data. This includes cash flow review, trend identification, and suggestions for improving financial efficiency. Our bookkeeping service can extend beyond basic transaction recording to include GST/HST tax preparation.
EXAMPLE CASE
A local construction company was growing fast, with several job sites across Toronto, and bookkeeping became messy. The owner had a hard time keeping track of which expenses belonged to which project. He couldn't tell which jobs were profitable and which were causing financial loss. When searching for monthly bookkeeping services nearby, he found exactly what his business needed.
A professional bookkeeping team set up a simple system to track each construction project separately. Then, they created special codes for different types of expenses and taught his team how to use them. For every nail, beam, and worker's time, they made sure costs went to the right project. At the end of each month, they provided clear reports showing the profit for each job site.
This new system opened the owner's eyes. He could now see which types of projects brought in the most money. It appeared that some renovation jobs he thought were profitable weren't making a profit at all. Meanwhile, smaller repair jobs were more profitable than he realized.
With this clear picture of his business, he started taking on more of the right kinds of projects. His company's profits grew significantly within just six months.
Have Questions?
Book a free 30-minute online consultation with us, and we will be happy to answer all your questions.