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Bookkeeping & Monthly Accounting

Bookkeeping & Monthly Accounting

Books that are ready for tax season instead of a shoebox in April. We keep your records clean and categorized month to month, priced by transaction volume so you pay for the support your business actually needs. When it is time to file, everything is already where it should be.

Four questions, then your name and email.

Enrolled Agent - Admitted to Practice Before the IRSEnrolled Agent4.6 / 5.0 – 19 Google ReviewsEnrolled to practice before the IRSArc & Ledger Accounting BBB Business Review

In short: From $199/month for a simple, current U.S. service-business file in your own QuickBooks Online or Xero. We also offer quarterly bookkeeping, DIY reviews, and a one-time checkup. Transaction volume, account count, and complexity determine the scope. Tax returns, payroll, and catch-up work are separate.

What's Included

  • Monthly transaction categorization
  • Bank and credit-card reconciliation
  • Monthly profit & loss and balance sheet
  • A written list of questions or items needing your attention

Timing: Scope and timing are confirmed in writing before an engagement begins.

Not included:

  • Accounting software subscription
  • Historical catch-up or opening-balance repair
  • Payroll, tax returns, or tax planning
  • Bill payment, invoice collection, or scheduled advisory calls

Choose the help you actually need

A small, straightforward file can need less support. These options cover one simple U.S. service business in U.S. dollars, using your own QuickBooks Online or Xero. Check the transaction and account limits on each page. Cleanup, payroll, tax work, and complex files are quoted separately.

Bookkeeping That Gives You a Clear Financial Picture

Many business owners treat bookkeeping as something to deal with at tax time. Reconstructing months of transactions later usually means missing receipts and financial statements that do not reflect reality, and it tends to cost more, both in accounting fees and in business decisions made without reliable data.

Our bookkeeping service is designed to prevent that cycle. We maintain your books on a monthly basis, reconciling every account, categorizing every transaction, and delivering financial statements that you can actually use to understand how your business is performing. When tax season arrives, your records are already prepared, which keeps the tax engagement simpler.

If your books are currently behind, we offer cleanup services to bring your records up to date before transitioning to ongoing monthly maintenance. We assess the scope of the cleanup during our initial review, and scope, timing, and cost are confirmed in writing before any work begins.

Monthly Bookkeeping Includes

  • Monthly bank and credit card reconciliation
  • Transaction categorization and entry
  • Monthly Profit & Loss statement
  • Monthly Balance Sheet
  • Access to records through secure Client Portal
  • Coordination with your tax preparer at year-end
  • Questions answered by the firm, not a call center

Simple Monthly Plans

For one simple, current U.S. service business in U.S. dollars, using your own QuickBooks Online or Xero subscription. Each plan includes monthly categorization, reconciliation, profit & loss, and balance sheet reports.

Starter

$199/month

Up to 50 transactions per month and 2 bank or credit-card accounts.

Standard

$295/month

Up to 100 transactions per month and 3 bank or credit-card accounts.

Plus

$495/month

Up to 250 transactions per month and 4 bank or credit-card accounts.

Need higher volume, multiple entities, software management, receipt management, or advisory support? We quote the additional scope separately. Historical cleanup, payroll, tax preparation, bill payment, and invoice collection are separate. Scope, fee, and timing are confirmed in writing before an engagement begins.

Additional Bookkeeping Services

Cleanup / Catch-Up Bookkeeping

For businesses with delinquent or messy books that need to be brought up to date. We reconcile accounts, categorize transactions, correct errors, and produce accurate financial statements for each month of backlog. This work is completed before transitioning to ongoing monthly service.

$395 per month of backlog, $1,250 minimum, quoted after a sample review

Estimate your catch-up fee →

Retainer Packages with Bookkeeping Included

For businesses that need bookkeeping bundled with tax preparation and advisory services, our retainer packages offer comprehensive coverage at a predictable monthly cost.

FeatureCompliance GuardGrowth PartnerE-2 InvestorE-Commerce Shield
Monthly Price$595$895$1,595$1,275
Monthly BookkeepingUp to 150 txnsUp to 300 txnsIncludedIncluded
Quarterly FinancialsIncludedIncludedIncludedIncluded
Annual Business Tax ReturnIncludedIncludedIncludedIncluded
Annual Personal Tax ReturnAdd-onAdd-onIncludedAdd-on
Sales Tax FilingAdd-on1 stateAdd-onUp to 5 states
Quarterly Strategy CallsN/AIncludedIncludedIncluded
Annual Tax PlanningN/AIncludedIncludedIncluded
Attorney CoordinationN/AN/AIncludedN/A

All retainer packages include a 10% discount for annual prepayment.

Bookkeeping at Arc & Ledger is led by founder Burak Genc, Certified QuickBooks ProAdvisor. View the directory profile

Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc., used with permission under the QuickBooks ProAdvisor Agreement. Arc & Ledger is an independent firm and a member of the QuickBooks ProAdvisor Program.

§The Ledger Review

How every engagement is checked

Every engagement runs through the same written procedure. It is the reason the fee is what it is, and you can hold us to it.

  1. 1Scope and fee in writing before any work begins.
  2. 2Documents arrive through the secure client portal, not as email attachments.
  3. 3A second review on a different day, against a written checklist, before anything is filed.
  4. 4If the IRS writes about a return we prepared, reviewing the notice with you is free. Any response or representation beyond that review is quoted in writing first.

Frequently Asked Questions

Common questions about this service area.

Request a Bookkeeping Review

Submit your information and we will assess your transaction volume, current state of records, and recommend the right tier for your business.

Arc & Ledger takes on work selectively. Each request is reviewed for fit with our practice areas, and scope and timing are confirmed in writing before an engagement begins.

“Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free.”– Christian S., Google Review

A secure Client Portal invitation is sent only after Arc & Ledger accepts the engagement or you purchase an available fixed-scope service. A call, waitlist entry, or contact form alone does not create portal access.