Monthly Bookkeeping Services That Keep Your Business on Track

Consistent, reliable bookkeeping is the foundation of successful business financial management. Wyntree's monthly bookkeeping service provides the perfect balance of professional expertise and ongoing support without the overhead of full-time staff. Licensed CPA Nick Fluker ensures your QuickBooks Online books stay current, accurate, and ready for important business decisions throughout the year.

Designed specifically for established service businesses that need dependable monthly financial management, our streamlined approach gives you complete visibility into your business performance while freeing up your time to focus on growth and customer service.

What's Included in Monthly Bookkeeping

Our monthly service delivers consistent, professional bookkeeping support that keeps your financial records organized and up-to-date. Every month, you receive comprehensive financial management that ensures accuracy and provides valuable business insights.

• Weekly Transaction Categorization: All income and expenses properly classified and recorded every week to maintain current, accurate books
• Monthly Account Reconciliation: Bank accounts, credit cards, and other financial accounts balanced to ensure complete accuracy and catch any discrepancies
• Financial Statement Preparation: Professional Profit & Loss, Balance Sheet, and Cash Flow statements delivered monthly
• Year-End Preparation: Ongoing organization ensures your books are always ready for tax season without last-minute scrambling

Our Monthly Service Schedule

Weekly Maintenance

Every week, we review and categorize new transactions in your QuickBooks Online account. This consistent approach prevents backlogs and ensures your financial data stays current. We monitor for unusual activity, verify transaction classifications, and maintain proper documentation for all business expenses and income. Weekly attention means monthly reconciliation is smooth and accurate.

Monthly Reporting & Review

Each month, you receive comprehensive financial statements that clearly show your business performance. Your monthly package includes detailed Profit & Loss statements, Balance Sheets, and Cash Flow reports. This regular reporting gives you the insights needed to make informed business decisions and track progress toward your goals.

Monthly Consultations & Strategic Advice

Monthly bookkeeping includes more than just data entry and reporting—it includes strategic consultation to help you understand what your numbers mean and how to use them to improve your business performance.

Financial Performance Review

Each month includes a personal review with Nick to discuss your financial results, address any questions, and identify trends in your business performance. These conversations go beyond basic reporting to help you understand what the numbers mean for your business and spot opportunities for improvement or growth.

Business Strategy Support

Get strategic advice each month to improve financial performance and plan for growth. Nick provides insights based on your financial data and industry experience, helping you make better decisions about pricing, expenses, hiring, equipment purchases, and business expansion. This advisory approach ensures your bookkeeping serves your broader business goals.

Perfect for Growing Service Businesses

Monthly bookkeeping is ideal for service-based businesses that have moved beyond startup phase and need consistent financial management without the cost of hiring full-time bookkeeping staff. This service works particularly well for businesses with steady monthly revenue and predictable expense patterns.

• Established Operations: Businesses with consistent revenue streams and regular operating expenses
• Service-Based Revenue: Companies billing clients monthly, quarterly, or on retainer arrangements
• Growth-Focused Owners: Business owners who want to focus on expansion rather than administrative tasks
• Strategic Planning Needs: Businesses requiring regular financial insights for decision-making and growth planning

Industry-Specific Monthly Support

Fitness & Wellness Businesses

Monthly tracking of membership revenues, personal training income, and equipment expenses. We monitor seasonal fluctuations, manage membership billing reconciliation, and track key performance metrics. Special attention to equipment financing payments and facility expenses ensures accurate profitability analysis and helps with strategic planning for equipment upgrades or facility expansion.

Landscaping & Maintenance Companies

Careful management of seasonal cash flow patterns, equipment depreciation schedules, and subcontractor payments. Monthly reporting includes project profitability analysis, equipment maintenance cost tracking, and cash flow projections to help navigate seasonal business cycles. We ensure proper classification of materials, labor, and overhead expenses for accurate job costing and pricing decisions.

The Value of Consistent Monthly Service

Regular monthly bookkeeping provides numerous advantages over sporadic or year-end-only financial management. Consistent attention to your books means better decision-making data, easier tax preparation, and early identification of financial trends that could impact your business.

With monthly service, you always know where your business stands financially. This ongoing visibility helps you make informed decisions about hiring, equipment purchases, pricing changes, and growth investments. Plus, having organized books throughout the year eliminates the stress and extra costs associated with year-end catch-up work.

Direct CPA Communication & Support

Ongoing Access

Between monthly reviews, you have direct access to Nick for questions about transactions, financial planning, or business decisions. This ongoing support ensures your bookkeeping serves your business needs in real-time and provides peace of mind knowing professional help is always available when you need it.

Proactive Business Insights

Monthly service includes proactive communication about trends, potential issues, and opportunities identified in your financial data. Rather than just delivering reports, Nick provides commentary and recommendations that help you understand the story your numbers tell about your business performance and future prospects.

Getting Started with Monthly Bookkeeping

Starting monthly bookkeeping service is straightforward, especially if your QuickBooks Online is already set up. We can typically begin service quickly, ensuring minimal disruption to your current operations.

1. Initial Consultation: Discussion to assess your current bookkeeping situation and specific business needs
2. System Review & Setup: We review your existing QuickBooks setup and optimize for efficient monthly processing
3. First Month Service: Complete monthly service including any catch-up work needed to establish a clean baseline
4. Ongoing Monthly Partnership: Consistent service delivery with regular communication and strategic business insights

Most clients find monthly bookkeeping provides the perfect balance of professional financial management and cost-effectiveness. Contact us today to learn how monthly service can bring clarity and organization to your business finances while supporting your growth goals.

Let’s Talk Bookkeeping That Works

Tired of juggling receipts and spreadsheets? Let us handle the numbers so you can get back to what you do best—running your business.