Monthly Bookkeeping Services for US & Canadian Small Businesses
AccoTiva provides fixed-fee monthly bookkeeping for small businesses across the United States and Canada. Every month we categorize transactions, reconcile every bank, card and payment account, and deliver a profit and loss statement and balance sheet you can rely on — so you can make decisions from current, accurate numbers.
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What our monthly bookkeeping service includes
- Transaction categorization — every bank-feed, card and payment-processor transaction coded to the right account, with recurring vendors handled by documented rules.
- Bank and credit card reconciliation — every account reconciled to the statement balance each month. See our bank reconciliation services.
- Accounts receivable and payable review — open invoices and bills matched to payments, with aging reports so you know who owes what.
- Clearing and suspense account review — Stripe, PayPal, Shopify Payments and other clearing accounts brought back to zero, and uncategorized items resolved.
- Monthly financial statements — profit and loss, balance sheet and a short plain-English summary of what changed. See our financial reporting services.
- Documented questions — one organized list of items we need you to confirm, instead of scattered emails.
Our monthly close process
- Collect — bank, card, loan, merchant and platform statements for the month.
- Categorize — code transactions and attach supporting documents where available.
- Reconcile — balance every cash, card and clearing account to its statement.
- Review — check the balance sheet, receivables, payables and unusual items.
- Report — deliver your monthly financial package and open questions.
Want to see what a proper close involves? Read our monthly bookkeeping checklist.
Software we work in
We work primarily in QuickBooks Online and Xero, together with common tools such as Dext, Hubdoc, A2X, Stripe, PayPal, Square and Shopify. We work inside your existing file, so you always keep ownership of your books.
Who our bookkeeping services are for
Owner-led small businesses in the United States and Canada that want dependable monthly numbers without hiring an in-house bookkeeper: e-commerce and Shopify sellers, restaurants, construction and trades, agencies, and professional-service firms.
Behind on your books?
If your accounts haven’t been reconciled for months, we start with a fixed-quote catch-up and cleanup project, then move you onto a monthly schedule.
What we don’t do
AccoTiva focuses on bookkeeping, reconciliation and financial reporting. We do not prepare or file tax returns or run payroll. We deliver clean, reconciled, year-end-ready records to your CPA or accountant and record the journal entries from your payroll provider’s reports.
Frequently asked questions
How much does monthly bookkeeping cost?
Plans start at $175 per month. Your fixed monthly fee depends on transaction volume, the number of bank and card accounts, connected platforms and reporting needs. You receive a written proposal before any work begins. See service plans.
Do you work with businesses in Canada?
Yes. We support small businesses in the United States and Canada remotely, including businesses that hold both USD and CAD accounts.
Do you work in QuickBooks Online and Xero?
Yes. We are QuickBooks Online ProAdvisor certified and also support Xero. We can clean up, migrate or set up your file around your workflow.
How do I send you documents?
Through your accounting software, receipt-capture apps such as Dext or Hubdoc, or secure shared folders. You never need to mail paperwork.
When will my monthly reports be ready?
Our target is to close each month within 10 business days of receiving complete statements and answers to open questions.
Get dependable monthly books
Tell us about your business, your software and how far behind you are. We’ll reply within one business day. Book a free bookkeeping consultation.