Monthly Accounting

Your finances, handled
every single month.

When your books are current and your statements mean something, running your business gets a little clearer. Quartile takes care of the routine financial work so you can stay focused on what you're actually building.

Start the Conversation Back to Home

What This Delivers

A financial record that actually reflects where you stand

Month after month, your transactions are categorized, your accounts are reconciled, and your financial statements arrive — current, accurate, and readable. No chasing, no scramble, no wondering if the numbers are right.

Knowing where your money went and what your business looks like financially shouldn't require an effort each time you need to check. This service makes that the normal state of things.

Current books, always

Your records kept up to date on a consistent monthly cycle — not caught up in a rush before a deadline.

Statements you can use

Income statement, balance sheet, and cash flow — formatted so they're readable, not just filed away for an accountant to look at once a year.

Tax season, less stressful

When year-end arrives, the records are already in order. Your tax preparer gets a clean set of books, not a pile of transactions to sort through.

A Familiar Pattern

The books fall behind — and it's nobody's fault, really

It keeps getting pushed

There's always something more pressing. The books are fine for now — or at least, probably fine. The reconciliation will happen next week. Then the week after.

The numbers feel unclear

You're not sure what's been categorized correctly and what hasn't. Looking at a profit figure that might be off by a few thousand in either direction isn't especially useful.

Year-end becomes a project

When twelve months of transactions need to be sorted in February, the time and energy involved is significant — and the result still isn't as clean as it should be.

None of this means something is wrong with how your business is run. Bookkeeping is time-consuming and detail-intensive — it's the kind of work that benefits from being handled by someone whose whole job it is.

The Approach

Methodical monthly accounting — nothing more, nothing less

This service is built around a repeating monthly cycle. Each element of the work follows the same process, the same categories, the same standards — so your records are consistent from one month to the next.

Transaction Categorization

Every transaction reviewed and assigned to the correct category — consistently, using the same chart of accounts each month. No drift, no mismatched entries that build up over time.

Bank Reconciliation

All accounts reconciled each month. If something doesn't match, it's found and resolved before it compounds into something more difficult — not discovered eleven months later.

AR & AP Tracking

Accounts receivable and payable kept current. A clear picture of what's owed to you and what you owe — maintained as part of the standard monthly work, not as a separate exercise.

Monthly Financial Statements

Income statement, balance sheet, and cash flow delivered each month. Prepared consistently and formatted so they're readable without needing an accountant to translate them.

Working Together

What the ongoing engagement looks like

There's a clear rhythm to this kind of work. Once the setup is done, things settle into a predictable pattern — and you stop thinking about the bookkeeping because it's simply handled.

Setup & Onboarding

We review your current chart of accounts, establish access to your accounts, and handle any catch-up work needed to bring records current. Everything is documented from the first entry.

The Monthly Cycle

Each month, transactions are categorized, reconciliations run, AR/AP updated, and statements prepared. Delivered on schedule — without you needing to follow up or ask where things stand.

Ongoing Communication

Questions get answered. If something unusual comes up in the records, you hear about it. The relationship doesn't stop at delivering a file each month.

Investment

A straightforward monthly arrangement

One flat monthly fee covers all the routine accounting work for your business. No per-transaction billing, no surprise add-ons.

Monthly Accounting

Small Business Monthly Accounting

Appropriate for businesses with annual revenues under $1M

$380

/month

What's Included

Monthly transaction categorization using a consistent chart of accounts
Bank and credit account reconciliations each month
Accounts receivable and payable tracking, kept current
Monthly financial statements — income statement, balance sheet, cash flow
Initial setup and chart of accounts review
Ongoing email communication and question support

Discuss This Service

Why It Works

The value of consistent, methodical bookkeeping

The accounting work that matters most for a small business isn't complex — it's the kind that needs to be done carefully, every month, without skipping steps.

Consistency over cleverness

Financial records become useful when they're maintained consistently. The same categorization logic applied every month means comparisons between periods are valid — and trends in your numbers reflect something real.

Early detection

When reconciliations happen monthly, discrepancies are caught while they're still small. A transaction that doesn't match is a minor issue to resolve in the current month — a very different thing from finding six months of them at once.

Tax-ready records

Businesses with well-maintained monthly books hand their tax preparer organized, complete records. That typically means fewer billable hours from your CPA and less anxiety about what might be missing.

GAAP-aligned work

All accounting work follows generally accepted accounting principles — so your records hold up whether you're talking to a lender, a potential investor, or simply trying to understand your own numbers more clearly.

Our Commitment

A service you can step back from if it's not right

Initial consultation

We start with a conversation about your business and books before any engagement begins. No obligation — just a clear look at what you're working with and whether this is the right fit.

Month-to-month engagement

This is a monthly service, not a multi-year contract. If your circumstances change or the arrangement isn't working, there's a straightforward path out — no complicated exit process.

Transparent deliverables

The scope of each month's work is clear upfront. You know what you're getting, when to expect it, and what it costs. Nothing ambiguous in how this is structured.

Getting Started

How to move forward from here

Starting doesn't require a lot of preparation on your end. A short conversation is enough to understand whether this service makes sense for your situation.

Reach out

Send a message via the contact form. A short note about your business is all that's needed to start.

Initial call

We talk through your current setup, what the books look like today, and what the monthly work would involve.

Setup

Account access, chart of accounts review, any catch-up work — handled before the first regular month begins.

First delivery

End of your first month, financial statements arrive. The rhythm is established from that point forward.

Monthly Accounting — $380/month

Let's look at your books together

Send a message and we'll take a look at your current setup. A short conversation — no pressure — to figure out what makes sense for your business.

Get in Touch

Other Services

Explore the full range of Quartile services

Each service addresses a specific accounting need. They can be used independently or together depending on where you are.

Annual

Year-End Closing & Adjustments

Adjusting entries, accruals, depreciation, and final financial statements — books closed properly at fiscal year-end with a documented closing memo.

$850 one-time

Learn More

One-Time

Financial System Migration

Data mapping, trial balance migration, chart of accounts setup in a new system, and post-migration reconciliation — with a parallel-run period for continuity.

$1,500 one-time