Monthly Bookkeeping
Recurring support to keep transactions categorized, reconciliations completed, and reports prepared each month.
- Bank and credit card reconciliations
- Transaction categorization
- Monthly financial reports
CPA-led bookkeeping support
Clean, reliable bookkeeping for small businesses.
Monthly bookkeeping, QuickBooks Online support, bank and credit card reconciliations, financial reports, and cleanup work — built for owners who want their books organized and tax-ready.
Services
Bookkeeping support that keeps your business organized.
Choose ongoing monthly support or start with a cleanup project if your books need to be brought current first.
QuickBooks Online Support
Help with setup, chart of accounts cleanup, workflows, and practical bookkeeping processes inside QBO.
- QBO setup guidance
- Chart of accounts review
- Bookkeeping workflow support
Cleanup & Catch-Up
For businesses that fell behind or need cleaner books before tax time, financing, or decision-making.
- Prior month cleanup
- Catch-up bookkeeping
- Tax-ready organization
Process
A simple monthly close process for small businesses.
Built around clarity, consistency, and keeping your books ready for review.
Discovery
We review your business, current bookkeeping setup, and what support you need.
Setup
We confirm your accounts, access, chart of accounts, and monthly workflow.
Monthly Close
Transactions are categorized, accounts are reconciled, and issues are flagged.
Reporting
You receive financial reports and a clear summary of your monthly results.
Pricing
Flexible bookkeeping packages based on your needs.
Pricing depends on transaction volume, number of bank and credit card accounts, cleanup needs, payroll, sales tax, and reporting complexity. Cleanup and catch-up work is quoted separately when needed.
Essential
From $500/mo
Best for service-based businesses with simple monthly bookkeeping needs.
- Lower monthly transaction volume
- 1 bank account and 1 credit card
- Monthly bank and credit card reconciliations
- Basic monthly financial reports
- QuickBooks Online support
- Monthly bookkeeping summary
- Year-end bookkeeping support for your tax preparer
- AP/AR support available as add-on
Recommended
Growth
From $750/mo
Best for growing businesses that want consistent monthly bookkeeping, reporting, and support.
- Moderate monthly transaction volume
- Multiple bank or credit card accounts
- Monthly close and reconciliations
- Monthly financial statement package
- QuickBooks Online support
- Owner questions and bookkeeping support
- Year-end bookkeeping support for your tax preparer
- AP/AR support available as add-on
Premium
From $1,000+/mo
Best for businesses with higher activity, more accounts, or added monthly reporting needs.
- Higher monthly transaction volume
- More accounts, loans, or merchant processors
- Detailed month-end close support
- Enhanced monthly financial reporting
- QuickBooks Online support
- Additional review and bookkeeping support
- Sales tax reporting support, if needed
- Year-end bookkeeping support for your tax preparer
- AP/AR workflow support available as add-on
Optional Add-On Services
Need additional support beyond your monthly bookkeeping? Accounts payable and accounts receivable support can be added to any monthly package and quoted based on volume and complexity.
Accounts Receivable Support
For businesses that need help preparing customer invoices, tracking payments, and monitoring outstanding balances.
- Customer invoice preparation in QBO
- Recording customer payments
- Deposit matching and AR aging reports
- Unpaid invoice summaries for owner review
Quoted separately based on invoice volume, customers, and collection support needed.
Accounts Payable Support
For businesses that need help organizing vendor bills, tracking due dates, and preparing payment-ready records.
- Vendor bill entry in QBO
- Attaching vendor invoices and support
- Due date tracking and AP aging reports
- Payment-ready summaries for owner approval
Client retains final payment approval and control over payments.
Cleanup & Catch-Up Work
If your books are behind, messy, or need to be cleaned up before monthly bookkeeping begins, cleanup work is reviewed and quoted separately.
- Prior month catch-up bookkeeping
- QuickBooks Online setup or cleanup
- Excel-to-QBO transition support
Monthly bookkeeping services do not include tax preparation, tax planning, tax advice, audit, assurance, legal, or investment advisory services unless covered under a separate written engagement.
About
Bookkeeping with a CPA perspective.
Steven Mui, CPA provides bookkeeping services for small businesses that want accurate records, cleaner reporting, and a more organized monthly close process.
With corporate accounting experience and a CPA background, the focus is on reliable books, practical communication, and reports that business owners can actually use.
Good fit for
- Service-based small businesses
- Owners using QuickBooks Online
- Businesses needing clean books before tax season
- Companies that want monthly reporting discipline
Credentials
Licensed California CPA
Verify through the California Board of Accountancy
QuickBooks Online ProAdvisor Level 2 Certified
Intuit Bookkeeping Trained
FAQ
Common bookkeeping questions.
Here are a few quick answers before we connect.
Do you prepare tax returns?
At this time, services are focused on bookkeeping, QuickBooks Online support, reconciliations, cleanup, and monthly financial reporting. Tax preparation and attest services are not currently offered. However, when needed, we can refer you to trusted partner CPA firms for tax preparation or other services outside our scope.
Do I need to use QuickBooks Online?
QuickBooks Online is preferred because it allows for efficient monthly bookkeeping, bank feeds, reconciliations, and reporting. If you are not currently using QBO, setup or transition support may be available.
What does monthly bookkeeping include?
Monthly bookkeeping generally includes transaction categorization, bank and credit card reconciliations, financial reports, and review of items that need clarification.
How does pricing work?
Monthly pricing depends on transaction volume, number of accounts, cleanup needs, payroll or sales tax coordination, and reporting complexity. Cleanup and catch-up work is quoted separately.
Can you clean up prior months?
Yes. If your books are behind or need cleanup before monthly bookkeeping begins, the work can be reviewed and quoted as a separate cleanup or catch-up project.
Who is a good fit?
This service is a good fit for small service businesses, consultants, contractors, professional service firms, and owners who want cleaner books and more consistent monthly reporting.
Contact
Ready to get your books cleaned up?
Send a quick message with your business name, current bookkeeping system, approximate monthly transactions, and what you need help with.
Request a free consultation
Complete the form below and I’ll review your bookkeeping needs. You can also email support@stevenmuicpa.com directly.