Monthly Bookkeeping Built for Online Businesses
Accurate, reliable bookkeeping delivered every month — so you always know where your business stands financially. No surprises at tax time. No scrambling for numbers before investor calls. Just clean books, on time, every month.
Sound Familiar?
Your books are technically "done" — but you wouldn't trust them with your life.
Most online business owners fall into one of two categories: they're doing their own bookkeeping in QuickBooks and not fully trusting the output, or they hired someone cheap who delivers reports three months late.
Either way, you're making major business decisions — pricing, hiring, investment — without reliable financial data. That's the real cost of bad bookkeeping.
Your P&L hasn't been reconciled in months
You have no idea if you're actually profitable
Tax season turns into a nightmare every year
You're guessing at cash flow instead of knowing it
Your accountant charges you extra to clean up your books
You're making pricing decisions without real data
What's Included
Everything your business needs.
Nothing you don't.
Every SnapBooks monthly bookkeeping engagement includes all of the following — no à la carte surprises.
Monthly Bank & Credit Card Reconciliation
Every account reconciled to the penny. No mystery balances, no unmatched transactions left behind.
Profit & Loss Statement
A clear picture of your revenue, expenses, and net income — delivered by the 20th of every month.
Balance Sheet
Know exactly what your business owns and owes at any point in time.
Cash Flow Statement
Understand where your money is actually coming from and going — critical for planning and growth.
Transaction Categorization
Every expense and income item properly categorized for accurate reporting and maximum tax deductions.
Accounts Receivable & Payable Tracking
Stay on top of what you're owed and what you owe — no more surprises at the end of the quarter.
Year-End Tax Package
Your books will be fully tax-ready when it's time to file. We coordinate directly with your CPA.
Dedicated Bookkeeper
One consistent person who knows your business, not a rotating team of strangers.
Unlimited Email & Video Support
Questions between reports? We're a quick message away — no per-question billing.
Our Process
How monthly bookkeeping works at SnapBooks
A consistent, predictable process — every single month.
Books Close (End of Month)
At month-end, your bank feeds, payment processors, and credit card accounts are all pulling in automatically through our secure integrations.
We Categorize & Reconcile (1st–10th)
Every transaction is reviewed and categorized by your dedicated bookkeeper. Each account is reconciled to the bank statement — every penny accounted for.
Quality Review (10th–18th)
A second-level review checks for anomalies, flags anything unusual, and ensures your reports are accurate before they go out.
Reports Delivered (By the 20th)
Your P&L, Balance Sheet, and Cash Flow Statement land in your inbox — clean, formatted, and accompanied by a brief summary of what happened in your business financially.
You Ask Questions, We Answer
See something you don't understand? Want to dig into a specific expense category? We're available for questions throughout the month — unlimited support, no extra charge.
We connect with the tools you already use
Who It's For
Monthly bookkeeping for every type of digital business
We don't do general bookkeeping for every industry under the sun. We specialize in online businesses — which means we understand your revenue models, expense patterns, and reporting needs.
Transparent Pricing
Monthly plans starting at $399/mo
Flat-rate pricing based on your annual revenue. No hourly billing, no surprise invoices. Add-ons like priority turnaround and CFO review calls are optional.
Common questions
How is monthly bookkeeping different from doing it myself in QuickBooks?
DIY bookkeeping in QuickBooks often means transactions sit uncategorized, bank feeds go unreconciled for months, and reports are unreliable when you need them. Our team reconciles every account, reviews every transaction, and delivers clean, audit-ready reports by the 20th of each month — so your books are always accurate, not just "close enough."
What exactly do I receive each month?
Every month you receive a Profit & Loss statement, Balance Sheet, and Cash Flow Statement — all reviewed by a human bookkeeper, not just auto-generated. We also flag any unusual transactions, provide a brief summary of your financial position, and are available for questions throughout the month.
How long does onboarding take?
Most clients are fully onboarded within 5–7 business days. We connect to your accounts, review your chart of accounts, reconcile any recent gaps, and establish your monthly workflow — all without disrupting your business.
Do I need to be on QuickBooks already?
No. If you're already on QuickBooks or Xero, we work directly in your existing file. If you're not using accounting software yet, we'll set it up for you as part of onboarding — at no extra charge.
What if I have a high volume of transactions?
Our pricing scales with your revenue tier, which naturally reflects transaction volume. If your business has unusually complex transaction patterns — multiple entities, high-volume Stripe payouts, or complex payment processors — we'll discuss that during your free consultation and quote accordingly.
Is my financial data secure?
Yes. We use read-only bank connections through bank-level encrypted integrations. We never store login credentials, and all data is handled under strict confidentiality. Your information is never shared with third parties.
Stop losing sleep over your books.
You built something great. Let us handle the numbers — so you can stay focused on what actually moves the needle.
No contracts · No hidden fees · Cancel anytime