Northlane Financials
Monthly Bookkeeping Services in Dallas, TX
Clean, reconciled books every month so you always know where your money goes.
What is monthly bookkeeping?
Monthly bookkeeping means every transaction in your business is recorded, categorized and reconciled against your bank and credit card statements each month. Northlane Financials does this for Dallas-area small businesses in QuickBooks Online or Xero and sends you a Profit & Loss statement and Balance Sheet every month, so you can make decisions with real numbers and be ready at tax time.
What's included
Our monthly bookkeeping service includes
- Bank and credit card reconciliation
- Categorizing income and expenses
- Monthly Profit & Loss statement
- Monthly Balance Sheet
- Accounts payable tracking (bills)
- Accounts receivable tracking (invoices)
- QuickBooks Online or Xero setup and upkeep
- Year-end package ready for your tax return
Simple process
How it works
Free consultation
We talk about your business, your accounts and how many transactions you have each month.
Your custom plan
You get a fixed monthly price and a simple checklist to connect your bank feeds securely.
We handle it
We close your books every month and send your reports. You just answer a few questions.
Who it's for
Is this right for you?
Owners who are doing their own books at night
Businesses that want monthly numbers, not just a yearly scramble
Growing companies getting ready for a loan or investor
FAQ
Monthly Bookkeeping FAQs
What software do you use?
We work in QuickBooks Online and Xero. If you don't have either yet, we'll help you pick one and set it up.
How do you price monthly bookkeeping?
We quote a fixed monthly price based on your number of accounts and monthly transactions, so there are no surprise bills. Contact us for a custom quote.
Do I need to send you receipts?
Most transactions come in through secure bank feeds. We'll only ask about transactions we can't identify.
When will I get my monthly reports?
Reports are usually delivered within the first few weeks of the following month, once your statements are available.
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Get help with monthly bookkeeping
Book a free consultation. We'll review your situation and give you a clear, fixed quote.