03 - Bronze Monthly Ongoing Bookkeeping Services
- Andria Radmacher
- Apr 16
- 7 min read
Updated: Apr 18
If your bookkeeping needs are straightforward but you still prefer professional management, consider our Monthly Bronze bookkeeping service. This option is ideal for businesses doing around 40 transactions or less per month, or Gross Sales per year below $300,000, with 3 or fewer checking or credit card accounts and under 40 transactions each month. It's often used by small companies that require monthly and annual financial statements for tax preparation and periodic oversight. Should you need to add more transactions or accounts, this can be done for an additional fee or via a change order invoice. You can begin with this service and upgrade to our more comprehensive programs as your needs grow. Since running a business is demanding, let our experienced team handle the bookkeeping and accounting responsibilities for you.
Services Included in the Bronze Monthly Program:
Bookkeeping Done Monthly
Cash Basis Accounting & Modified Cash Basis
Team Support
Financials reconciled and reported Monthly by February 20th of the following month
Financial Reporting Done Monthly and Annually
Up to 3 Bank or Credit Card Accounts
40 Transactions Per Month included
Asynchronous response time to messages in the client portal.
Client portal online
Reconcile Bank & Credit Card Accounts Monthly
Provide Year End Financials to your Tax Preparer or CPA by February 20th following year-end
HubDoc subscription included
Attachment of all source documents and receipts received to transactions for reference. Posted Monthly.
30% Discount on Clean Up / Set Up Project
Change Orders for Out of Scope Requests
Pricing for this service starts at about $114 per week or $495 per month
Book a Free Consultation to get your exact pricing for this program and any other additional services you may need.
Click here to see our Pricing comparison table.
Can not be combined with a CashFlow Advisory service. Must upgrade to Daily or Weekly bookkeeping in order to receive CashFlow Advisory support.
Can be combined with Budgeting advisory services which are performed quarterly after the books are finalized.
This is NOT a daily bookkeeping program. This is an annual program which means Transactions will accrue during the YEAR and will be posted and or reconciled ONCE a YEAR before the annual basic financials are posted in the client portal for review. This means your books will be up-to-date only ONE day each year (the day you receive your annual financials for the previous year). If you need your transactions posted daily please choose the Platinum program. If you need them posted weekly please choose the Gold Weekly program, if needed monthly please choose the Bronze program.*
This program does NOT include any annual Income Tax Filing Services for 1040, 1065, or 1120 tax forms. Your outside CPA or Enrolled agent will be responsible for your income tax returns and you will be billed separately from A Bigger Bottom Line for any income tax preparation and filings. You are required to pay for and handle all your own payroll taxes. We can help you send 1099’s at year-end using QuickBooks for an additional fee per 1099. We will work with your designated CPA to provide year-end financial statements and or access to your QuickBooks Online file for review.******
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