Depending on the agreed scope, monthly bookkeeping can include transaction categorization, bank and credit-card reconciliations, general-ledger maintenance, month-end review, standard reports, a monthly review, and ad-hoc support.
Bookkeeping · Ongoing service
Monthly bookkeeping that keeps your business organized.
Keep the records accurate, reconciled, and current with a consistent month-end process. ISKRQ provides remote bookkeeping primarily for small and midsize technology and digital-service businesses across Canada and select U.S. clients, with clear deliverables and an organized year-end handoff.
- Starting price
- $199 / month
- Delivery
- Monthly
- Year-end
- CPA-ready handoff
Who it is for
For digital businesses that need a dependable monthly rhythm.
Monthly bookkeeping is designed for owners who want reliable records without carrying the recurring bookkeeping workload themselves.
- Marketing, design, and creative agencies
- Web development and software service businesses
- IT service providers and consultancies
- Digital consultants and independent professionals
- Growing teams moving to monthly bookkeeping
- Other small and midsize service businesses
What is included
The recurring work required to keep the books current.
The exact scope is confirmed during onboarding, based on activity level, account structure, systems, and the condition of the records.
A consistent monthly process makes it easier to identify missing information, resolve questions, and avoid carrying preventable bookkeeping issues into year-end.
- Transaction categorization
- Bank and credit-card reconciliations
- General-ledger maintenance
- Month-end review
- Standard profit-and-loss and balance-sheet reports
- Monthly review and ad-hoc support
Month-end process
A clear close process, repeated every month.
Each month follows an agreed working rhythm: records and account activity are reviewed, accounts are reconciled, open questions are resolved, and the reporting package is prepared.
Delivery timing depends on receiving complete records and timely responses. The cadence, responsibilities, and expected close date are agreed during onboarding so both sides know what is required.
- Collect and review the month's activity
- Reconcile the agreed accounts
- Resolve missing or unclear items
- Review the ledger and month-end balances
- Deliver the agreed reports
Reporting and year-end
Useful monthly statements and a cleaner handoff for tax filing.
Standard monthly bookkeeping can include a profit-and-loss statement and balance sheet. Businesses that need tailored KPIs, trend commentary, budgets, or forecasting can add Management Reporting.
ISKRQ does not provide tax advice or file tax returns. We keep the books organized, prepare year-end bookkeeping information, and work with CPA partners—or your existing CPA—to support an efficient tax-filing process. Tax advice and filing are provided by the CPA under their own engagement.
Onboarding
Scope, access, and responsibilities are agreed before work begins.
Onboarding confirms the accounting system, bank and card accounts, reporting basis, document flow, monthly responsibilities, and any existing issues that need attention.
If the current setup relies on manual spreadsheets or disconnected processes, Books Setup & Workflow Automation can be scoped separately before or alongside the monthly service.
- Accounting-system access
- Bank, card, and payment-processor information
- Prior reports and opening balances
- Document-sharing process
- Named contacts and response expectations
Pricing
From$199starting per month
Final pricing depends on activity level, account structure, entities, currencies, condition of the books, operational workload, reporting needs, and integration complexity.
Tax filing, tax or legal advice, audit, assurance, and investment advice are not included. CPA tax services are provided under a separate CPA engagement.
See all pricing and scope factorsFrequently Asked Questions
What to know about monthly bookkeeping.
Let's Connect
Let's talk about monthly bookkeeping.
Tell us about your current setup and what you need to improve. We'll review the information, confirm whether we're a good fit, and outline the scope and next steps.
hello@iskrq.com