Monthly Bookkeeping & Reporting
Monthly Bookkeeping & Reporting
Ongoing Financial Clarity for Growing Businesses
Accurate, timely bookkeeping is the backbone of every successful business. At Know Your Numbers, our Monthly Bookkeeping & Reporting service is designed to take the stress out of your finances—so you can focus on running your business while knowing the numbers are handled.
What’s Included
- Transaction Categorization: We code your income and expenses correctly the first time to ensure your Profit & Loss statements are accurate and meaningful.
- Bank & Credit Card Reconciliations: No guessing—your accounts are balanced to the penny, with every transaction matched and verified.
- Monthly Financial Reports: We deliver custom reports (Balance Sheet, Profit & Loss, and more) so you always know where your business stands.
- Loan & Liability Tracking: Stay on top of what you owe, what you’ve paid, and what’s due—without digging through paperwork.
- Ongoing Adjustments & Accuracy Checks: We proactively review your file to clean up errors, duplicates, or inconsistencies before they become issues.
Why It Matters
- Understand where your money is really going
- Make informed decisions on expenses, hiring, or investments
- Stay compliant and tax-ready throughout the year—no last-minute scrambling
- Confidently talk with your CPA, banker, or financial advisor
- Spot red flags early and adjust before it affects your cash flow
Why Work With Us?
We don’t just deliver reports—we help you interpret them. Whether you prefer a monthly check-in, email updates, or video summaries, we tailor our communication to your preferences.
Many of our clients come to us after struggling with inconsistent or overly hands-off bookkeeping. We’re different: responsive, reliable, and focused on helping you understand your financial story.