Bookkeeping service
Monthly Bookkeeping in San Marcos & North County
Your books stay current every month, so you always know where the business stands and tax time isn't a scramble.
Jennifer, your bookkeeper
- 11+ years of bookkeeping experience
- QuickBooks Online specialist
- Woman-owned, one-on-one support
- Month-to-month pricing, no long-term contract
Is monthly bookkeeping right for you?
Who it's for
- You're doing your own books at night and falling behind
- Your CPA asks for clean records every year and you dread it
- You want monthly numbers you can use to make decisions
Problems it solves
- Books that fall months behind during busy seasons
- Reports you can't trust because accounts were never reconciled
- A scramble every spring to get records ready for your CPA
How it works
What happens after you reach out
Free consultation
Tell Jennifer about your business, your accounts and where your books stand today.
Month-to-month pricing
You get one monthly price based on the size and complexity of your books, billed month to month. Extra work outside that scope is billed at an hourly rate.
Jennifer does the work
Each month she does the bookkeeping and explains what she found in plain language. Your questions go straight to her.
What's included
Everything in Monthly Bookkeeping
Recording and categorizing every transaction
Bank and credit card reconciliations
Monthly profit and loss statement and balance sheet
A short review of anything unusual that month
Books kept ready for your CPA or tax preparer
What is monthly bookkeeping?
Monthly bookkeeping means recording every transaction, reconciling every bank and credit card account, and closing the books once a month so your financial reports are accurate and current. It's the ongoing work that keeps a business ready for tax time, loans and day-to-day decisions.
Monthly bookkeeping is the core of what Momentum Bookkeeping does. Each month Jennifer records and categorizes your income and expenses, reconciles your bank and credit card accounts, and closes the month with reports you can read.
You work with the same person every month. Jennifer learns how your business runs, notices when something looks off, and tells you in plain language instead of leaving it for your CPA to find in April.
Monthly Bookkeeping across North County San Diego
Based in San Marcos and available to small businesses in each of these areas.
Related services
Bank & Credit Card Reconciliation
Every account matched to its statement, so nothing slips through and your reports are accurate.
Learn moreFinancial Reports & Analysis
Monthly reports that turn your numbers into decisions you can act on.
Learn moreCatch-Up & Cleanup Bookkeeping
Months or a full year behind? Your books brought current and accurate, with no judgment.
Learn more
Talk to Jennifer about monthly bookkeeping
Send a short message and Jennifer will follow up to set up a free consultation.
- Free consultation with no obligation
- One monthly price, billed month to month
- You work directly with Jennifer
Prefer to talk? Call (760) 533-3071
Monthly Bookkeeping questions
How is monthly bookkeeping priced?
You get one monthly price after a free consultation, billed month to month with no long-term contract. The price depends on how many accounts and transactions you have and how complex the books are. Extra work outside the agreed scope is billed at an hourly rate.
What do you need from me each month?
Access to your bank and credit card accounts, receipts or notes for anything that needs explaining, and answers to a few questions when a transaction isn't clear.
Do I need a bookkeeper if I already have a CPA?
Usually, yes. A bookkeeper keeps the day-to-day records accurate all year. Your CPA focuses on tax strategy and filing. Clean monthly books make your CPA's work faster.