Monthly Bookkeeping Services

Your Books Done
Every Month.
Without the Stress.

Monthly bookkeeping is the foundation of a healthy business. Tides handles every transaction, every reconciliation, and every report — delivered clean and on time, every single month. You get a dedicated bookkeeper, not a software subscription.

No setup fees  ·  Cancel anytime  ·  Dedicated bookkeeper

QuickBooks Online
Puzzle.io
Bank Reconciliation Included
Monthly P&L Delivered
Tax-Ready Year-Round
Monthly Deliverables
What You Receive Every Month
Delivered by your dedicated bookkeeper
Categorized Transactions ✓ Completed
Bank & Card Reconciliation ✓ Reconciled
Profit & Loss Statement ✓ Delivered
Balance Sheet ✓ Delivered
Cash Flow Summary ✓ Included
Tax-Ready Records ✓ Maintained
$0
Setup Fees
24hr
Response Time
12
Reports Per Year
100%
Remote Service
$0
Setup Fees
1
Dedicated Bookkeeper
What's Included

Every Month, Without
Exception.

Monthly bookkeeping isn't just transaction entry. Here's everything that happens behind the scenes every month — so you never have to think about it.

Transaction Categorization

Every deposit, payment, and transfer in your business accounts is categorized correctly — according to your chart of accounts and your industry's expense structure. Nothing gets lumped under "miscellaneous."

Bank & Credit Card Reconciliation

Every account is matched to the bank statement, penny for penny. Discrepancies are identified and resolved before your report is delivered. No mystery charges left open.

Profit & Loss Statement

A clean, readable P&L delivered every month showing your revenue, cost of goods, gross profit, operating expenses, and net income — the single most important report for running your business.

Balance Sheet & Equity Summary

A snapshot of what your business owns, owes, and is worth — every month. Required for loans, investors, and accurate tax filing.

Also Included
Every Month
All part of your standard monthly service
Cash Flow StatementTrack your actual money movement alongside P&L.
QuickBooks Online Access (24/7)Your live books available any time you want to check in.
Same Dedicated Bookkeeper MonthlyOne person who knows your business, not a new face each cycle.
Email Support — Same or Next DayQuestions answered fast by the person doing your books.
Year-End CPA-Ready PackageEverything your accountant needs — organized and delivered on time.
Quarterly Tax Payment RemindersWe flag estimated tax due dates based on your actual earnings.
Accounts Payable & Receivable TrackingKnow what you owe and what you're owed every month.
How It Works

Up and Running in
Days, Not Weeks.

Onboarding is fast and painless. Here's exactly what happens after you schedule your free consultation — from first call to first monthly report.

01

Free Consultation

We review your current setup, ask about your business, and give you a flat monthly quote on the spot. No surprises. 15 minutes, no pressure.

02

Onboarding & Catch-Up

We connect your bank feeds, set up or clean up your QuickBooks, and handle any backlog before your first monthly cycle begins. Usually complete within a week.

03

Monthly Bookkeeping Begins

We work inside QuickBooks Online, categorize every transaction, reconcile every account, and prepare your reports — all without interrupting your workflow.

04

Reports Delivered

At the close of each month, your P&L, balance sheet, and any additional reports are delivered to your inbox — clean, accurate, and ready to act on.

Who It's For

Monthly Bookkeeping for
Every Business Type.

Monthly bookkeeping is the right foundation for any business that has income, expenses, and tax obligations. Here's who we work with most.

🧑‍💼

Solo Operators & Single-Member LLCs

Freelancers, consultants, and owner-operated businesses that need clean books for taxes and business decisions — without the overhead of a part-time bookkeeper.

  • Track all business income accurately
  • Separate personal & business finances
  • Quarterly estimated tax prep
  • Year-end CPA-ready package
  • Deduction capture (home office, mileage, equipment)
🏢

Small Teams & Growing Businesses

Businesses with 2–20 employees, multiple revenue streams, or growing transaction volume who need a real system running their financials — not a spreadsheet and a prayer.

  • Multi-account reconciliation
  • Payroll bookkeeping coordination
  • Accounts payable & receivable management
  • Monthly reporting for owner decisions
  • Investor or lender-ready financials
🏗️

Contractors, Real Estate & Service Businesses

Industries with variable income, project-based cash flow, or complex expense structures where generic bookkeeping software misses the nuance and you end up with wrong numbers.

  • Commission & job-based income tracking
  • Industry expense categories (equipment, materials, vehicles)
  • Property & rental income tracking
  • 1099 contractor payment tracking
  • Seasonal cash flow management
Sound Familiar?

What Happens Without
Monthly Bookkeeping.

Most small business owners know their books are behind. Here's what that actually costs them — and why catching up once a year isn't the same as staying current.

😩

Tax Season Chaos

Digging through 12 months of transactions in February costs you time, money, and nerve. Your CPA charges extra for cleanup. You miss deductions you'd have caught if records were current.

📉

No Real Visibility Into Profit

You know revenue — but what did you actually keep after expenses? Without monthly books, you're flying blind on whether your business is truly profitable or just busy.

🧾

Cash Flow Surprises

Large unexpected expenses, late-paying clients, or tax bills you didn't see coming all become crises instead of manageable events when you don't have current financials.

😰

Loan & Investor Roadblocks

Banks and investors require accurate, current financial statements. If your books are 6 months behind, you can't move fast when opportunities arise.

What Changes With
Monthly Books
The difference between knowing and guessing
Tax-ready records every monthNo scramble, no catch-up bill, no missed deductions.
Real profitability numbers you trustKnow your actual net income — not just your bank balance.
Early warning on cash flow issuesSpot problems 4–6 weeks earlier and act before they hurt.
Faster loan approvalsWalk into the bank with current, accurate statements in hand.
Lower CPA bills at year-endClean books mean less billable hours for your accountant.
Decisions based on facts, not guessesPricing, hiring, expansion — all grounded in real numbers.
Industry Experience

Monthly Bookkeeping
for Every Industry.

Every industry has different income patterns, expense categories, and tax considerations. We bring that knowledge to your monthly books — not a one-size-fits-all template.

Don't see your industry? We work with businesses across all sectors. Schedule a free call and we'll tell you exactly how we'd handle your books.

Serving Small Businesses Across South Carolina & Beyond

Based in South Carolina. 100% remote — we serve clients statewide and nationwide. Wherever your business is, your books can be clean.

South Carolina Greenville, SC Greenville County Columbia, SC Charleston, SC Myrtle Beach, SC Spartanburg, SC + Nationwide
★★★★★

"Daniel is a very important part of our team. Dan not only does our accounting, he helps us lay out a yearly forecast. His checks and balances of our expenses are extremely crucial to our daily routine and strategy. He would be an asset to anyone using his skills."

S5
Steve 54
Small Business Owner  ·  Verified Client
Common Questions

Monthly Bookkeeping
FAQ

Everything business owners ask before getting started with monthly bookkeeping.

At the close of each month, we connect to your bank feeds, categorize all transactions, reconcile every account, and generate your P&L and balance sheet. We email you your reports — clean and ready to use. The entire process runs in the background. You don't need to provide anything unless we have a specific question about a transaction, which is rare.
No. We set up QuickBooks Online as part of onboarding at no extra cost. If you're already using it, we clean up and take over. If you're on a different platform or using nothing, we migrate or set you up from scratch. We also connect Puzzle.io for real-time dashboards and an instant snapshot of your books — giving you 24/7 visibility into your financials.
Most clients are fully onboarded within 5–10 business days. We handle and work together to get your technical setup — bank connections, chart of accounts, any backlog — and then you're live for your first monthly cycle. The heavier the catch-up needed, the longer onboarding takes, but we keep you updated throughout.
All accounts are included in your plan. We reconcile every connected business bank account and credit card — business checking, savings, and all business credit cards — as part of your standard monthly service. There's no per-account charge.
We handle bookkeeping, not tax filing. However, we keep your records tax-ready all year and deliver a fully organized, CPA-ready package at year-end. Most clients save meaningfully on their CPA bill because there's no cleanup work required. If you need a CPA referral, we're happy to connect you with one.
We use flat monthly pricing based on your business volume — specifically transaction count and number of connected accounts. There are no hourly rates and no setup fees. The best way to get an exact number is to schedule a free 15-minute call. We'll review your current setup and give you a firm monthly quote on the spot.
Yes — catch-up bookkeeping is included in onboarding. We go back as far as needed — months or years — and bring your books current before your first monthly cycle starts. The catch-up is priced separately based on the volume of work, but it is always completed before ongoing monthly service begins.
Monthly bookkeeping is especially valuable for businesses with variable income. You'll have a clear monthly picture of what came in, what went out, and how that compares to prior months — so slow seasons don't catch you off guard and busy seasons actually show up as profit. We also flag quarterly estimated tax due dates based on your real earnings.
Also Available

Explore Our Other
Services.

Monthly bookkeeping is your foundation. These services extend what we do — or help you get started if you're starting from scratch.

Ready to Get Started?

Your Books. Handled
Every Month.

Schedule a free 15-minute call. We'll review your current setup, talk through your business, and give you a flat monthly quote — no pressure, no commitment required.

No credit card required  ·  No long-term contracts  ·  Cancel anytime