Monthly Bookkeeping Service

Professional Financial Management for Small Businesses

Stay on top of your finances month by month. No more year-end scrambles. With our monthly bookkeeping service, you'll always know where your business stands financially and be ready for tax time year-round.

How It Works

1. Upload Monthly (by 5th of each month)

Upload your previous month's bank statements, receipts, and invoices via our secure portal.

2. We Process (5-7 business days)

We categorize transactions, normalize vendors, and reconcile your accounts with professional accuracy.

3. You Receive (by 15th of each month)

Complete P&L, balance sheet, and transaction details delivered via email with portal access.

4. Stay Current

Always know where you stand financially with tax-ready books year-round.

Choose Your Monthly Package

We offer three monthly bookkeeping packages designed to match your business size and activity level:

Starter Package - $249/month

Perfect for: Freelancers, consultants, and side businesses

Transaction Limit: Up to 100 transactions per month

What's Included: - Monthly document processing - Transaction categorization - Vendor normalization - Monthly P&L statement (PDF) - Year-to-date summary - Expense tracking by category

Ideal For: - Freelancers and consultants - Side businesses - Service professionals - 1-2 bank accounts - Gross revenue under $50k/year

Annual Cost: $2,988/year

Professional Package - $449/month ⭐ MOST POPULAR

Perfect for: Growing small businesses with multiple revenue streams

Transaction Limit: Up to 250 transactions per month

What's Included: - Everything in Starter package - Excel exports (fully editable) - Multi-account reconciliation - Detailed transaction register - Monthly balance sheet - Cash flow summary - Quarterly review call with accountant

Ideal For: - Growing small businesses - E-commerce sellers - Multiple revenue streams - 2-3 bank accounts - Business credit card tracking - Gross revenue $50k-$150k/year

Annual Cost: $5,388/year

Business Package - $699/month

Perfect for: Established businesses and multiple entities

Transaction Limit: Up to 500 transactions per month

What's Included: - Everything in Professional package - Multi-entity support (up to 3 companies) - QuickBooks-ready format - Sales tax tracking - Monthly financial dashboard - Monthly review call (30 minutes) - Priority support

Ideal For: - Established businesses ($250k+ revenue) - Multiple entities/LLCs - Retail and product businesses - High transaction volume - Complex operations

Annual Cost: $8,388/year

Add-On Services

Customize your monthly bookkeeping with these additional services:

Additional Transactions - $1.00 per transaction over package limit
Extra Entity - $199/month per additional company
Payroll Processing - $50/month + $5 per employee
Sales Tax Filing - $99/month
Weekly Updates (instead of monthly) - +$100/month
QuickBooks Online Sync - +$49/month

What You Get Every Month

All Packages Include:

Profit & Loss Statement
All transactions categorized and reconciled
Vendor names normalized (no more "AMZN MKTP" confusion)
Expense summary by category
Year-to-date comparisons
Prior month comparison
Professional PDF reports

Professional & Business Packages Also Include:

Balance Sheet
Excel exports with editable data
Cash flow analysis
Review calls with experienced accountant

Why Choose Monthly Bookkeeping?

Tax-Ready Year-Round

No more January panic. Your books are always organized and ready for tax season.

Catch Problems Early

Spot errors, missed deductions, or unusual expenses while you can still fix them.

Make Informed Decisions

Know your profitability, cash flow, and trends to make better business decisions.

Save Time

Stop spending hours on bookkeeping. Focus on growing your business instead.

Professional Accuracy

Experienced accountant review ensures your books are accurate and compliant.

Monthly vs. Year-End Service

Monthly Bookkeeping ($249-$699/month)

Current financial visibility
Catch errors early
Make informed decisions
Tax-ready year-round
Best for: Active businesses, growth planning

Year-End P&L Service ($299-$799 one-time)

Annual processing only
Good for tax preparation
One-time cleanup
Best for: Simple side income, minimal activity

Not sure which is right for you? Contact us for a personalized recommendation.

How to Estimate Your Transaction Count

Starter (100 transactions/month)

1-2 bank accounts
Minimal credit card use
Approximately 8-10 transactions per week

Professional (250 transactions/month)

2-3 bank accounts
Regular business credit card use
Approximately 20-25 transactions per week

Business (500 transactions/month)

Multiple accounts
High transaction volume
Approximately 40+ transactions per week

Quick Tip: Check one week of your bank and credit card statements, count all transactions, and multiply by 4 to estimate your monthly volume.

Frequently Asked Questions

What if I have more transactions than my tier allows?

No problem. Additional transactions are $1.00 each, or you can upgrade to the next tier anytime.

Can I switch tiers?

Yes. Upgrade or downgrade anytime with 30 days notice.

What documents do I need to provide?

Bank statements, credit card statements, receipts, and invoices. Upload PDFs or CSV files through our secure portal.

How quickly will I receive my reports?

5-7 business days after you upload documents. Rush processing available for additional $100.

Do you integrate with QuickBooks?

Yes. QuickBooks-ready format is available in the Business tier, or add QuickBooks sync for $49/month on any tier.

Can you handle multiple businesses?

Yes. The Business tier includes up to 3 entities. Additional entities are $199/month each.

What if I miss a month?

No problem. We'll catch you up. There's a $99 fee for processing multiple months at once.

Is this a contract?

Month-to-month service. Cancel anytime with 30 days notice. No long-term commitment required.

Special Offer for Tax Clients

Already use us for tax preparation? Get $50 off your first month of monthly bookkeeping.

Mention code: TAXCLIENT2025

Ready to Get Started?

Stop scrambling at tax time. Start getting monthly financial clarity today.

Schedule a Consultation to discuss your needs and select the right package.

Questions? - Email: admin@integrateacct.com - Phone: (208) 602-5452 - Office: 9460 W Fairview Ave, Suite 135, Boise, ID 83704