Monthly Bookkeeping Services for Growing Businesses
SMJ Bookkeeping provides structured monthly bookkeeping to keep your financial records organized, accurate, and completely up to date. We handle routine ledger maintenance, account reconciliations, and financial reporting so you can make informed decisions with complete peace of mind. Our QuickBooks-certified team delivers consistent, responsive oversight to ensure your records reflect true business activity year-round.
Complete monthly financial maintenance.
What's Included
SMJ Bookkeeping’s monthly service includes weekly transaction coding, monthly balance sheet reconciliations, receipt management, third-party sales entries, and monthly financial reporting. We systematically review, organize, and reconcile every transaction in QuickBooks Online to guarantee accurate financial data.
Weekly Transaction Coding
We review and categorize all bank and credit card transactions directly in QuickBooks Online each week. This continuous monitoring ensures that income and operating expenses are properly categorized without building up a backlog.
Monthly Balance Sheet Reconciliations
We conduct thorough monthly reconciliations for bank, credit card, loan, and other applicable balance sheet accounts. Our review process verifies precise account balances and protects your business from untracked financial errors.
Receipt Management & Entry
We enter and attach provided receipts and supporting documentation directly to corresponding transactions within your accounting software. Maintaining clear source documentation strengthens audit protection and simplifies year-end tax preparation.
Third-Party Sales Entries
We record complete sales activity from third-party platforms and point-of-sale systems. Our entries accurately break down gross sales, processing fees, sales taxes, tips, and net bank deposits.
Monthly Financial Reporting
We prepare clear, timely monthly financial statements, including Profit & Loss and Balance Sheet reports. These reports give you an accurate picture of monthly revenue, spending trends, and overall financial health.
Simplify your money journey
Bookkeeping Packages: Find Your Fit
Every business needs something a little different. Explore our packages to find the bookkeeping support that feels right for you – and if you’re unsure, we’ll help you figure it out.
The Essentials
$450/monthly
- Up to 4 bank and credit card accounts
- Weekly bookkeeping
- Monthly bank reconciliations
- Monthly Financial Reporting
- 30 minute quarterly call
Next Level
$750/monthly
- Up to 6 bank and credit card accounts
- Weekly bookkeeping
- Monthly bank reconciliations
- Monthly financial reporting
- 30 minute quarterly call
- Up to 10 invoices monthly
- Schedule up to 10 bills paid monthly, with client approval.
Full Support
$1,250/monthly
- 8 Bank and credit card accounts
- Weekly bookkeeping
- Monthly bank reconciliations
- Monthly financial reporting
- 30 minute monthly call
- Up to 20 invoices and bills monthly
- Schedule up to 20 bills paid monthly, with client approval.
Available Add Ons
- Payroll services
- 1099 distribution
- State & local tax administration
- Team training
- Advisory services
- Clean Up Services
*High transaction volumes may affect monthly pricing.
Streamlined workflows, reliable oversight.
How does SMJ Bookkeeping manage your monthly accounts?
SMJ Bookkeeping manages your monthly accounts remotely using QuickBooks Online and secure digital documentation tools. We establish collaborative workflows where our team handles ongoing entries and keeps you informed with regular reviews.
We begin by reviewing your existing accounting setup to establish accurate baseline balances and resolve record discrepancies. Once your system is organized, our team manages weekly entries, receipt entries, and account reconciliations in the background.
We communicate regularly to request missing documentation and answer routine bookkeeping questions. At the end of each month, we deliver finalized financial reports so you always know where your business stands.
Everything you need to know.
Frequently Asked Questions
What if my bookkeeping is several months behind?
We perform catch-up and clean-up bookkeeping to reconstruct past transactions and reconcile your accounts. We bring your records completely up to date before transitioning you into our routine monthly management schedule.
Do I need to use QuickBooks Online to work with SMJ Bookkeeping?
Yes, we specialize exclusively in QuickBooks Online to ensure maximum accuracy, efficient automation, and secure collaboration. If you currently use another system or paper ledgers, we can assist with migrating your financial data.
How do I submit receipts and supporting documents each month?
You can upload digital receipts and documents directly through our secure client portal or mobile app. Our team attaches those files directly to the corresponding entries in QuickBooks Online for complete audit protection.
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