Bronze Monthly Bookkeeping: A Steady Rhythm of Financial Clarity

For small businesses that need dependable financial organization without the pace of weekly or daily updates, the Bronze Monthly Bookkeeping service delivers structure, accuracy, and peace of mind. Each month, we post and match your bank feed transactions in QuickBooks, ensuring your books reflect real business activity — clean, categorized, and up to date.

We also process any receipt paperwork provided, match it to corresponding transactions, and prepare your monthly books for review. Work for each month is completed by the 20th of the following month, giving you visibility into how your business is performing without overwhelming your workflow.

How It Works

✔ Posting and matching all bank feed transactions monthly

✔ Upload and attach receipt paperwork where available

✔ Prior month is processed on a monthly cycle

✔ Unknown items posted to Uncategorized for clarification

✔ Late submissions may incur change order fees since books are completed once monthly

Benefits

External: Monthly bookkeeping keeps your financials current and accurate, providing reliable insight into spending, cash flow, and performance.

Internal: Feel proactive and organized knowing your numbers are updated on schedule — ready to support decisions and growth.

The Bottom Line

If you’re looking for a balance between affordability and consistent reporting, the Bronze Monthly plan gives you exactly that, steady bookkeeping support, organized financials, and ongoing clarity into your business. Your books stay maintained, you stay in control, and your time stays focused on what matters most: running your business.