Monthly Bookkeeping Services
Stay Organized Financially
Keep Your Books Clean & Accurate
• Transaction Recording & Reconciliation
• Expense Tracking & Categorization
• Accounts Payable & Receivable Management
Simplify Your Payroll & Reporting
Accurate, Timely & Hassle-Free
• Payroll Processing & Reporting
• Monthly & Quarterly Financial Statements
• Year-End Closing Support
Monthly Bookkeeping Plans
$199/mo
Essentials Bookkeeping
- Includes:
- Reconciliation of up to 150 transactions
- Up to 3 accounts (2 bank + 1 credit card)
- Categorization of transactions
- Basic Accounts Payable & Accounts Receivable tracking
- 15-minute monthly Accountant review
- Monthly financial statements
- Quarterly general ledger cleanup
150 transactions
Up to 3 accounts
$329/mo
Growth Bookkeeping
- Includes:
- Reconciliation of up to 250 transactions
- Up to 5 accounts (e.g., 3 bank, 1 credit card, 1 loan)
- Categorization and reconciliation of all accounts
- Full A/P and A/R management
- Payroll journal entries (up to 2 payroll accounts)
- 30-minute monthly Accountant review
- Monthly book closing and financial statements
- GL cleanup monthly
- Partner distributions tracking
250 transactions
Up to 5 accounts
Monthly Financial Statement
$449/mo
Professional Bookkeeping
- Includes:
- Reconciliation of up to 400 transactions
- Up to 7 accounts (including trust or escrow if needed)
- Categorization and reconciliation of all accounts
- Full A/P and A/R management
- Payroll journal entries (unlimited payroll accounts)
- Trust or escrow account management
- 45-minute monthly Accountant review
- Monthly book closing and management reports
- GL cleanup monthly
- Annual financial package preparation
400 transactions
Up to 7 accounts
Monthly Financial Statement
From Cleanup to Tax-Ready Books
QuickBooks Cleanup & Catch-Up Bookkeeping
Behind on your books, missing reconciliations, or preparing for a tax filing? Mac Neal LLC reviews your current file, outstanding months, bank and credit card accounts, and supporting records before scoping cleanup work. Cleanup is quoted separately from the recurring plan so you know what is included.
Who We Help
We support small business owners, consultants, service businesses, LLCs, and S-Corps that need organized records and a consistent monthly close. Your transaction volume, number of accounts, and reporting needs determine the appropriate plan.
How Onboarding Works
Start with a bookkeeping consultation. We review your accounting software, number of accounts, last completed reconciliation, and any upcoming filing deadlines. After the scope is approved, you receive secure access instructions and an agreed monthly reporting schedule.
Your Monthly Reporting
Each plan includes monthly financial statements. Depending on the engagement, we also review open receivables and payables, unusual transactions, and items needing your input. Payroll processing, tax return preparation, and historical cleanup should be confirmed separately in your engagement.
Explore tax preparation and planning, controller and CFO support, or book a bookkeeping consultation.
Resources
Free guides for keeping your books
Monthly routines, cash flow and record keeping, explained in plain English. All four are free to download.
See all resources
Bookkeeping Questions, Answered
What does monthly bookkeeping include?
Plans include transaction categorization, reconciliations, and monthly financial statements. Account limits, transaction limits, payroll journal entries, and payables/receivables support vary by plan; compare the inclusions above.
Can you clean up previous months or years?
Yes. We first review the number of periods, account balances, missing documents, and the condition of the accounting file. A separate cleanup scope and quote are provided before work begins.
Do you work with LLCs and S-Corps?
Yes. We work with small businesses, including LLCs and S-Corps. We confirm the accounting, owner-transaction, payroll journal, and reporting requirements during onboarding.
Is tax preparation included in the monthly price?
Do not assume a tax return is included. Monthly bookkeeping and tax preparation are scoped separately unless your written engagement specifically combines them.
How do I share financial records?
Use the secure onboarding instructions provided by Mac Neal LLC. Do not send bank passwords, Social Security numbers, or sensitive tax documents through a general inquiry form or ordinary email.
See all bookkeeping and QuickBooks questions →
More Support for Your Books
Cross-Border Tax Support
Have foreign owners, overseas vendors or historical international reporting gaps? Explore focused support for your records and reporting.