Services · Eastvale, CA
Monthly Bookkeeping Services in Eastvale, CA
We keep your books current every month. Transactions are recorded and categorized, accounts are reconciled and your financial records stay organized, so you always know where your business stands.
What’s Included
What Our Monthly Bookkeeping Includes
Monthly bookkeeping from Aimfinity Group covers the recurring work that keeps your financial records accurate and ready for tax time.
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Transaction recording and categorization
Every deposit, expense and transfer is recorded and assigned to the right account each month.
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Bank and credit card reconciliations
We reconcile each business bank and credit card account against your statements so balances match.
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Expense tracking
Expenses are tracked by category, so you can see where your money goes each month.
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Organized financial records
Your records stay organized and current, ready for your tax preparer, a lender or an investor.
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Monthly financial reports
You receive a profit and loss statement and a balance sheet every month.
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Year-end close
At year end, your books are closed and ready for your business tax return.
Every Month
Your Monthly Bookkeeping Cycle
The same five steps run every month, so your books never fall behind.
1
Statements in
You share your bank and credit card statements, receipts and invoices for the month.
2
Record and categorize
We record every transaction and assign it to the right account.
3
Reconcile
We reconcile each bank and credit card account to your statements.
4
Review
We check the month for missing or unusual items and ask you about anything unclear.
5
Reports out
You receive your profit and loss statement and balance sheet.
Signs You Need a Bookkeeper
Does Any of This Sound Familiar?
If two or more of these apply, monthly bookkeeping will save you time and give you clear numbers.
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Your books are months behind
Transactions pile up, and catching up gets harder every month.
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You do the books at night
Time spent on data entry is time taken away from running the business.
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You only see profit at tax time
Without monthly reports, you find out how the year went after it is over.
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Your balances do not match
Unreconciled accounts hide errors, missing deposits and duplicate charges.
FAQ
Questions About Monthly Bookkeeping
Answers to the questions business owners ask us most. Call or book a call if you do not see yours here.
How often do you update my books?
What do I need to provide?
Can you help if my books are behind?
Do you offer bookkeeping outside Eastvale?
Service Areas
Serving Eastvale and Nearby Inland Empire Cities
We provide monthly bookkeeping to businesses in Eastvale and the cities below, and remotely across California.
Get Started
Book a Call With Aimfinity Group
Tell us about your business and we will explain how we can handle your bookkeeping, accounting, payroll and tax filings.