Monthly Bookkeeping & Reporting Support

My business needs its books closed every month with no loose ends. Each cycle should include complete bank reconciliation, thorough expense tracking with clear categorisation, and a concise financial report pack (P&L, balance sheet, and cash-flow snapshot) delivered within the first week of the following month.

I’m flexible on software; QuickBooks, Xero, and Wave aren’t requirements, so feel free to work in whichever platform you are most efficient—just be sure I can view the ledgers online or receive the data in a common export.

Acceptance criteria
• All bank and credit-card accounts reconciled to statement balances (zero unreconciled items).
• Expenses accurately coded to my existing chart of accounts.
• Monthly report pack submitted by the 5th business day.
• Workpapers or reconciliation screenshots retained for audit trail.

If this cadence and scope fit your workflow, the engagement can run indefinitely.