MONTHLY BOOKKEEPING SERVICES
Know where your business stands, every single month.
Know where your business stands, every single month.
Mainstay’s monthly bookkeeping service keeps your accounts current, your reports clear, and your financial decisions grounded in information you can trust—not a guessing game.
Mainstay’s monthly bookkeeping service keeps your accounts current, your reports clear, and your financial decisions grounded in information you can trust—not a guessing game.
Good bookkeeping is a steady rhythm, not a once-a-year scramble.
Good bookkeeping is a steady rhythm, not a once-a-year scramble.
Monthly bookkeeping brings consistency to your finances, from recording transactions and reconciling accounts to turning the details into clear, useful financial reports. You get a better picture of what happened, what matters next, and more room to focus on running your business.
Monthly bookkeeping brings consistency to your finances, from recording transactions and reconciling accounts to turning the details into clear, useful financial reports. You get a better picture of what happened, what matters next, and more room to focus on running your business.
What’s included in monthly bookkeeping.
What’s included in monthly bookkeeping.
Every business is a little different, so your service is tailored to what you actually need. But Mainstay’s small business bookkeeping services are built around the same essentials: accurate records, reconciled accounts, and clear monthly reporting.
Accurate, current books
Income and expenses are categorized accurately and consistently, so your books stay organized, current, and ready when you need them.
Monthly account reconciliations
Bank, credit card, and relevant payment accounts are reconciled each month, so the numbers in your books reflect what actually happened.
Reports you can act on
Clear monthly financial statements help you understand profitability, cash flow, and the decisions worth your attention.
What monthly bookkeeping looks like with Mainstay.
01
KEEP THINGS MOVING
Transactions are categorized throughout the month, while invoicing, bill pay, and other included services keep your day to day operations moving.
02
CLEAR UP THE DETAILS
When something needs clarification, I’ll send you a short list of questions so you know exactly what I need and can respond without digging through your books yourself.
03
FINALIZE THE MONTH
Once the details are resolved, transactions are reviewed and finalized so your records are complete, consistent, and ready to close.
04
RECONCILE THE ACCOUNTS
Bank, credit card, and relevant payment accounts are reconciled to confirm that your books match the activity in your accounts.
05
DELIVER YOUR FINANCIALS
Your monthly financial statements are delivered by the 15th, giving you a timely view of where your business stands and numbers you can actually use.
What monthly bookkeeping looks like with Mainstay.
What monthly bookkeeping looks like with Mainstay.
01
KEEP THINGS MOVING
Transactions are categorized throughout the month, while invoicing, bill pay, and other included services keep your day to day bookkeeping moving.
Transactions are categorized throughout the month, while invoicing, bill pay, and other included services keep your day to day operations moving.
02
CLEAR UP THE DETAILS
When something needs clarification, I’ll send you a short list of questions so you know exactly what I need and can respond without digging through your books yourself.
03
FINALIZE THE MONTH
Once the details are resolved, transactions are reviewed and finalized so your records are complete, consistent, and ready to close.
04
RECONCILE THE ACCOUNTS
Bank, credit card, and relevant payment accounts are reconciled to confirm that your books match the activity in your accounts.
05
DELIVER YOUR FINANCIALS
Your monthly financial statements are delivered by the 15th, giving you a timely view of where your business stands and numbers you can actually use.
Monthly bookkeeping questions, answered clearly.
Monthly bookkeeping questions, answered clearly.
What does monthly bookkeeping include?
Mainstay’s monthly bookkeeping services include transaction categorization, account reconciliations, monthly financial statements, secure document management, and ongoing review of your books. Additional services such as invoicing, bill pay, payroll, and other bookkeeping support may be included depending on your service level.
What does monthly bookkeeping include?
Can you help if my books are behind?
Yes. If your books need to be brought current before monthly bookkeeping begins, Mainstay can start with catch up or clean up bookkeeping. We’ll determine what needs attention first, get your records into a reliable starting position, and then transition into ongoing monthly support.
Can you help if my books are behind?
Do I need to be local to work with Mainstay?
No. Mainstay provides virtual bookkeeping services, so we can work together securely without being in the same location. Documents, questions, and bookkeeping information are handled through online systems designed to make working together simple and organized.
Do I need to be local to work with Mainstay?
Do I need to be What kinds of businesses do you work with?local to work with Mainstay?
Mainstay specializes in bookkeeping services for small businesses, particularly owner operated service businesses. If your business primarily earns revenue by providing services rather than managing significant inventory or complex product operations, there’s a good chance we may be a fit.
Do I need to be What kinds of businesses do you work with?local to work with Mainstay?
What bookkeeping software do you use?
Mainstay primarily works with QuickBooks Online for ongoing monthly bookkeeping. If you’re using something else now, we can talk through your current setup during your consultation and determine the best path forward.
What bookkeeping software do you use?
When will I receive my monthly financial statements?
Monthly financial statements are delivered by the 15th of each month, assuming the information needed to complete your books has been provided on time. That gives you current financial information while there is still plenty of month left to use it.
When will I receive my monthly financial statements?
What bookkeeping software do you use?
Monthly bookkeeping starts at $250 per month, with pricing based on factors such as transaction volume, number of accounts, bookkeeping complexity, and any additional services you need. You can review Mainstay’s bookkeeping packages and starting prices on the Pricing page.
What bookkeeping software do you use?
What will you need from me each month?
Most of the bookkeeping happens behind the scenes. When I need clarification about a transaction or missing information, I’ll send you specific questions so you know exactly what needs your attention. The goal is to keep your involvement focused while I handle the ongoing bookkeeping work.
What will you need from me each month?
Let’s make your monthly books feel easier.
Let’s make your monthly books feel easier.
Book a free consultation to talk through your current bookkeeping and what ongoing support could look like for your business.