Monthly Bookkeeping Service
At AK Anderson Bookkeeping, we offer tailored financial management solutions for your business, including:
General Bookkeeping: We track daily transactions and ensure your financial records are accurate, including income, expenses, and bank reconciliations.
Financial Reporting: We create detailed monthly and annual reports, like profit and loss statements and balance sheets, to help you understand your finances and make informed decisions.
Accounts Payable and Receivable: We handle billing and collections, ensuring timely client payments and maintaining good cash flow, while managing your payables effectively.
Budgeting and Forecasting: We collaborate with you to create realistic budgets and forecasts that align with your business goals, identifying growth areas and necessary changes.
Payroll Services: We work with various types of payroll software and provide journal entries to keep your records accurate and your employees paid on time.
Consultation Services: We provide ongoing support to help you deal with financial challenges and seize growth opportunities.
By choosing A K Anderson Bookkeeping, you gain a reliable partner focused on improving your financial health, allowing you to concentrate on running your business while we manage the details of bookkeeping and finance.
Cost of Service
One of the most common questions we get is: How much will this cost? And that’s a completely fair question. While every business is unique, the estimates below provide a general idea based on the size of your business and the number of monthly transactions.
After an initial review of your books, we’ll provide a personalized quote tailored to your specific needs. All pricing is based on a monthly bookkeeping service contract.
General Bookkeeping Packages
1-2 bank/credit accounts, up to 75 transactions - Starting at $250/month
3 bank/credit accounts, up to 150 transactions - Starting at $300/month
4 + bank/credit accounts, 250+ transactions - Starting at $500/month
Additional Services (priced upon consultation)*
QuickBooks Online (QBO) set-up
Account Clean-up
Historical Catch up
1099 Filing
Payroll Services
*Additional services may be added upon client request or recommended after consultation. Final pricing will be quoted at the time of proposal and may vary based on scope and complexity.
How the process works…
1. Consultation
This initial conversation is where we discuss your business, the services you're looking for, and any current “pain points” that may be hindering your financial goals. This step typically takes 15–20 minutes, but may be longer depending on your needs.
2. Review of Your Books
Next, we’ll review your current books to assess the scope of your financial activity and determine the services and pricing that best fit your business.
We understand it can feel uncomfortable giving someone access to your finances, but this step is essential to providing you with accurate, high-quality service. Once access is granted, this review usually takes 1–2 business days.
3. Proposal
After reviewing your books, we’ll send you a written proposal outlining all recommended services. This will include:
Monthly service details
Any clean-up or catch-up work
Payroll support, if applicable
A breakdown of recurring and one-time fees
Once the proposal is approved, we’ll send over an engagement letter for signature along with a payment authorization form to officially get started.
4. Onboarding
The final step! You’ll receive a checklist of all required documents and access details to kick off your bookkeeping service. Prompt submission of these items ensures we stay on schedule with your start date.
Note: Most service contracts begin on the 1st of the upcoming month. However, if you're eager to start immediately, we can pro-rate the first month based on the remaining days
