Monthly Bookkeeping for Businesses
Your books closed on time, every month. Reconciled accounts, clean statements, and prior periods brought current.
Included in the Engagement
- Bank and credit-card accounts reconciled monthly
- A monthly profit and loss statement and balance sheet
- Catch-up and cleanup of prior-period records
- Records ready at filing time
- A monthly summary of items needing attention
- Books and statements in the client portal
How It Works
- A 20-minute call. Ramy learns the business and the accounts in scope.
- A flat fee, in writing. Agreed before any work begins.
- Catch-up. Prior periods brought current.
- Every month. Books closed by the 3rd business day, statements in your client portal.
Who This Is For
- Owners keeping their own books after hours
- Businesses moving from another provider
- Businesses whose books were never set up
- Businesses that need records ready at filing time
Terms
Flat fee, agreed in writing before work begins. Your fee is set by transaction volume and accounts in scope. Month to month, no minimum term, no exit fee.
Fractional CFO Services
Forecasting, margin analysis, and monthly KPI reporting, built on the same records.
"Ramy has been great to work with. Knowledgeable, responsive, and truly invested in the work. I really appreciate all his help on our finances, and he's done a solid job across the board."
Throne Ventures
"Ramy helped me gain a much clearer view of what's eating up my revenue and how to price things correctly. The planning session gave me practical insights I can actually use."
Mark A.
Frequently Asked Questions
What do you need from me to start?
Access to your bank and credit-card statements, and any records you already have. The full list is agreed on the first call.
Can you catch up books that are behind?
Yes. Catch-up and cleanup of prior-period records is part of the engagement. Prior periods are brought current before the monthly close starts.
When do I get my statements?
Books are closed by the 3rd business day after month end. Your profit and loss statement and balance sheet are in your client portal.
Do you file my tax return?
No. Your CPA files returns. Your records are ready at filing time, and we work with yours.
Can I stop at any time?
Yes. Month to month, no minimum term, no exit fee.