Accounting · Bookkeeping

    Monthly bookkeeping with CPA oversight.

    Bookkeeping is the ongoing recording, categorizing and reconciling of a business's financial transactions so its books stay accurate and tax-ready. Your Virtual CPA handles monthly bookkeeping, bank and credit card reconciliations, and monthly financial statements for growing businesses and nonprofits, with CPA oversight so your numbers are ready for taxes, lenders and decisions.

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    Free initial consultation · No obligation

    • Best for small businesses and nonprofits
    • CPA-reviewed every month
    • Fees quoted upfront, in writing

    Who does monthly bookkeeping with CPA oversight?

    Your Virtual CPA is a licensed CPA firm that handles monthly bookkeeping for small businesses and nonprofits: categorizing transactions, reconciling bank and card accounts, and sending monthly financial statements, with a CPA reviewing the work. We work in QuickBooks Online and Xero. Request a free consultation; we review your books before quoting a fee.

    Quick Summary

    • Bookkeeping that stays clean and current
    • Consistent bank and credit card reconciliation
    • Books ready for tax season — no last-minute scramble
    • Cleanup and catchup for books that are behind
    • Clear communication and consistent delivery

    This is for you if...

    What clean books mean for your business

    Trust your numbers

    Make decisions with confidence knowing your financials are accurate and up-to-date.

    Save your time

    Stop spending weekends on bookkeeping. We handle it so you can focus elsewhere.

    Ready to grow

    Clean books are the foundation for everything — from taxes to loans to planning.

    Where Bookkeeping fits

    Bookkeeping

    Clean monthly books

    Financial Manager

    Books, reports + tax

    Fractional CFO

    Strategic CFO guidance

    Bookkeeping shouldn't be a source of stress. When you work with us, your books stay clean so you can focus on running your business.

    Bank and credit card reconciliations
    Accurate transaction categorization
    Financial statements (P&L, Balance Sheet)
    Consistent, timely closes
    Ongoing cleanup of any issues that arise
    Books that are always tax-ready

    What it looks like to work together

    1

    Discovery call

    We learn about your business, current systems, and what you need.

    30 min
    2

    System setup

    We connect your accounts and organize your chart of accounts.

    3

    Cleanup (if needed)

    We bring your books current and fix any past issues.

    As needed
    4

    First month close

    Your first complete month-end with reconciled accounts.

    5

    Ongoing rhythm

    Consistent closes on a schedule that fits your business.

    Ongoing

    Not sure which service you need?

    Question 1 of 3

    What best describes your current financial situation?

    Frequently Asked Questions

    We've helped businesses that are months or even years behind. There's no judgment here — we'll assess where things stand and create a clear plan to get caught up. How long it takes depends on how many months need cleanup and how many transactions are involved. We give you a plan before we start.

    We primarily work with QuickBooks Online and Xero. If you're using something else, we can discuss whether it makes sense to continue with your current system or migrate to something that better fits your needs.

    We work on a schedule that fits your business — whether that's daily, weekly, or monthly. You'll receive reconciled financials and a summary of anything notable. If you have specific deadlines for board meetings or other needs, we adjust accordingly.

    Every month we reconcile all bank and credit card accounts, categorize transactions, review for accuracy, and deliver clean financial statements. We also flag anything that looks unusual or needs your attention.

    We don't run payroll directly, but we work alongside your payroll provider to ensure payroll transactions are recorded correctly in your books. We can also recommend payroll solutions if you need one.

    Most clients prefer email or a shared Slack channel for day-to-day questions. We're also happy to schedule monthly or quarterly check-in calls if you want to review your financials together.

    We prepare your books to be tax-ready, but we don't prepare tax returns ourselves. However, we work closely with tax professionals and can coordinate with yours to make tax season smooth.

    Questions are welcome. We explain things in plain language and we're happy to walk you through your financials whenever you need. Understanding your numbers is part of what we're here for.

    We set up simple systems for capturing receipts — often using your accounting software's mobile app or a shared folder. The goal is to make it easy for you so nothing gets lost.

    We focus on consistency and communication. Your books will be closed on time every month, we'll catch issues before they become problems, and you'll always know what's going on with your finances.

    Related Services

    Financial Manager

    Monthly insights beyond basic bookkeeping.

    Learn more

    Fractional CFO

    Strategic financial leadership for growth.

    Learn more

    Tax Support

    Proactive planning to prevent surprises.

    Learn more

    Audit & Assurance

    Third-party verification when you need it.

    Learn more

    Key Takeaways

    Clean books give you confidence in your numbers
    Monthly closes mean no surprises at tax time
    We meet you where you are — no judgment for messy books
    Virtual delivery with responsive communication
    Your books stay organized so you can focus on your business
    Consistent processes that scale with your growth

    Ready for books that stay clean?

    Whether you need to get caught up or just want consistent monthly bookkeeping, we're here to help.

    Transparent, fair fees — quoted upfront.

    Send a messageFree consultation