Monthly Bookkeeping Services in Jacksonville, FL

Each month we pull your bank and credit card activity into QuickBooks Online, categorize every line to the correct account, match deposits to invoices and payments to bills, and reconcile each account to the penny against the statement. Then we review the trial balance for anything unusual: a vendor coded to the wrong account, a missing loan payment, an owner draw that looks like an expense.

The difference with a CPA doing this work is the review step. A bookkeeper can categorize transactions; a CPA knows which categorization changes your tax bill, which balance sheet accounts auditors and lenders look at, and how a mistake in March shows up on your return in April.

We connect QuickBooks Online to your bank feeds with read-only access, so we never hold your login or move money. By the 5th of each month we have the prior month's activity; we send you a short list of any transactions we can't identify (usually three to ten); you reply by email or in the QuickBooks app; and your financial statements arrive by the 15th.

There's no monthly meeting unless you want one. Most clients prefer a ten-minute call once a quarter and otherwise just read the summary.

Most Jacksonville small businesses under $5M in revenue file taxes on the cash basis, and we keep the books the same way so your statements match your return. If you carry significant receivables or inventory, or you're seeking SBA or bank financing, accrual books give a truer picture of profitability. We'll recommend one at onboarding and can maintain both views in QuickBooks when it's useful.

Our monthly bookkeeping starts at $295 per month for businesses with up to 75 transactions and one or two accounts. Most clients with 100–300 monthly transactions pay $395–$650. Add-ons like invoicing, bill pay, Florida sales tax filings, and payroll coordination are priced separately so you only pay for what you use. Use the price calculator for an instant estimate.