Monthly Bookkeeping Services for Service-Based Businesses

A monthly bookkeeper manages your financial records on an ongoing basis to ensure your books are accurate, up to date, and reliable every month. This includes recording income and expenses, reconciling bank and credit card accounts, and preparing clear financial reports such as profit and loss statements, balance sheets, and cash flow reports.

This ongoing approach allows you to stay organized, avoid costly errors, and make informed business decisions with confidence.

Bookkeeping focuses on the day-to-day recording and organization of your financial transactions, ensuring your books are accurate, up to date, and well maintained on a monthly basis. This includes categorizing transactions, reconciling accounts, and preparing financial statements.

Accounting, on the other hand, typically focuses on higher-level analysis, tax strategy, and compliance. While bookkeeping provides the financial foundation, accountants use that information to offer strategic and tax-related guidance.

Yes. We can help clean up and organize past financial records if your bookkeeping is behind. Once your books are brought up to date, we transition you seamlessly into ongoing monthly bookkeeping to ensure everything stays accurate and organized moving forward.

Financial reports are delivered on a monthly basis and include key statements such as your Profit & Loss, Balance Sheet, and Cash Flow Statement. These reports give you a clear view of your business performance and help you make informed financial decisions with confidence.

We work primarily with service-based businesses that need reliable, ongoing monthly bookkeeping. Our clients include small and growing businesses, consultants, coaches, and agencies that value accurate financial records and consistent monthly reporting.

If you’re running a business and want to delegate bookkeeping to experienced professionals who can keep your books accurate and up to date, Delegate First is a strong fit.

We do not provide tax preparation services. However, we prepare accurate, up-to-date financial statements — including your Profit & Loss, Balance Sheet, and Cash Flow reports — so your accountant or tax professional has everything they need to file your taxes efficiently and accurately.

Yes. All of our bookkeepers hold college degrees in accounting and have hands-on experience managing monthly bookkeeping for service-based businesses. This means you’re working with trained professionals who understand financial principles, accuracy, and best practices — not just administrative support.

Yes. We’ve worked with many U.S.-based businesses and service providers, and our team is familiar with U.S. accounting standards, reporting expectations, and commonly used accounting software. This ensures your books are managed accurately and in line with U.S. business requirements.

Our team has hands-on experience with widely used accounting platforms, including QuickBooks Online, Xero, Wave, and Zoho Books. If you’re already using one of these systems, we can seamlessly work within your existing setup to manage your monthly bookkeeping accurately and efficiently.

If you’re not currently using accounting software, we’ll recommend the best option based on your business size, transaction volume, and needs. Many of our clients use QuickBooks Online due to its reliability and ease of use, but we’ll guide you toward the platform that makes the most sense for your business. You can buy it using our affiliate link.

Our fees cover bookkeeping services only. If you don’t already have an accounting software subscription, you’ll need to purchase one separately. We’ll guide you to the best and most affordable option for your business.

Getting started is simple. Just fill out our short form so we can learn more about your business and your average monthly transaction volume. From there, we’ll match you with a dedicated bookkeeping professional and get your monthly bookkeeping set up smoothly and efficiently.