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Services

I provide full-service bookkeeping, and financial operations support for businesses. From clean monthly books to weekly cash flow reporting, budgeting, AP/AR management, and high-touch financial guidance, I help business owners stay organized, confident, and informed. Whether you need simple monthly bookkeeping or deep operational support with forecasting and decision-making, I offer tiered service levels tailored to meet your business where it is — and help it grow!

Core

• Up to 150 transactions per month

•Monthly bookkeeping & reconciliation

• Categorization of income/expenses

• Monthly financial statements

• Quarterly Review Call 

• 1099 tracking (up to 5 forms)

• Email support (24–48 hr response time)

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For businesses with low-volume or simple businesses needing clean books and monthly oversight.

Sphere on Spiral Stairs

Plus

Includes everything in Core, plus:

• Up to 400 transactions per month

• Weekly or bi-weekly updates

• Monthly AP/AR review and oversight

• Monthly budget updates

• Monthly Review Meeting

• Monthly Sales Tax

• CPA coordination for year-end

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For businesses needing structure, check-ins, and more visibility.

Brown Textured Surface

Pro

Includes everything in Plus, plus:

• Unlimited transactions

• Weekly reconciliations

• Cash Flow tracking

• Job Costing / IOLTA Management

• Payroll Coordination and audits

• Full AP management & bill entry

• AR support (invoicing or review)

• Vendor statement reconciliation

• Priority communication &

same-day response for urgent needs

• Liaison with CPA

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For businesses needing weekly operational support & communication.

Golden Grass Stalks

Elite

Includes everything in Pro, plus:

• Full financial operations oversight

• Weekly/Biweekly owner meetings

• Budgeting, forecasting, & projections

• Tax Planning coordination with CPA

• Debt payoff planning & tracking

• Vendor/attorney/banker communication

• Settlement/lawsuit financial tracking

• Long-term financial planning​

• Staff training for internal processes 

• High Priority communication 

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For businesses needing a high-touch financial partner deeply involved in operations.

Additional Add-On Services:

  • QuickBooks cleanup

  • Historical Catch-Up

  • Entity Setup / QB Setup

  • Payroll Management

  • Year End 1099/W2 Prep

  • IOLTA/Trust Account Auditing

  • Job Costing Auditing

  • Job Costing Setup


Your Partner in Financial Clarity & Operational Confidence

Serving clients nationwide with accuracy, structure, and peace of mind.

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© 2025 Monika’s Bookkeeping Services. All Rights Reserved.

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