How Cloud Bookkeeping Works

1

We pair you with an experienced associate

2

We set you up with easy to use cloud tools so we can get your documents and do your books

3

We do your books and give you financial statements

Beginning of the Month

We make sure we have all the documents we need.

Getting the documents we need

We help you connect your accounts to MonthEnd through our secure and trusted partners. We automatically fetch all of your bank statements. We sync directly with your bank to automatically pull in all your transactions. If you choose to use one of our payroll partners (or are already using them) we automatically get your payroll information as well. 

Have receipts and invoices? We can do those too! We set up the software for invoices to be automatically sent to us, and getting us receipts is as simple as snapping a photo with your phone.  

We can also take care of your invoicing, accounts receivable, accounts payable, and billing. All you have to do is click ‘approve’ and your bills get paid.

During the month

Once we have all the documents we need, we complete your books.

We do your bookkeeping

Each month, your MonthEnd advisor reconciles your accounts and categorizes your transactions. We’ll producs your financial statements and make adjustments to ensure that they are tax worthy. 

Get in touch if you have questions

We love when you have questions about your books. Send us a message and we’ll get back to you within one business day. You can also book a call with your advisor whenever you like. We’re always available.

We might need your help

We may need a hand while we’re working on your books.  We want to make sure transactions are in the right spot, so we might have a couple transaction categories for you to pick from.

End of the month

Once your books are complete, you’ll get a message from your advisor team letting you know that your books are done.

We'll review your books together

For the first two months, we will review your books with you over the phone. These review calls are a great opportunity for you to ask any questions you have about your financial statements. They also help us to familiarize ourselves with your business, and ensure you are getting the most out of your MonthEnd service.

After this point, we’ll follow your lead and let you decide how often you’d like to connect with us on the phone. Remember, you can book a call with us at any time.

We partner with your partners

Base Pricing

Low Volume

For companies with fewer than 75 transactions per month
$ 500 /mo
  • Monthly P&L and Balance Sheet
  • Financials delivered by the 20th
  • Up to 2 bank/credit accounts
  • Bank accounts reconciled monthly
  •  

Medium Volume

Best for companies with between 75 and 200 transactions/month
$ 750 /mo
  • Monthly P&L and Balance Sheet
  • Financials delivered by the 20th
  • Up to 3 bank/credit accounts
  • Bank accounts reconciled monthly
  • Quickbooks Online license included

High Volume

Best for companies with 200 or more transactions/month
$ 950 /mo
  • Monthly P&L and Balance Sheet
  • Financials delivered by the 20th
  • Up to 4 bank/credit accounts
  • Bank accounts reconciled monthly
  • Quickbooks Online license included

Low Volume

For companies with fewer than 75 transactions per month
$ 500 /mo
  • Monthly P&L and Balance Sheet
  • Financials delivered by the 20th
  • Up to 2 bank/credit accounts
  • Bank accounts reconciled monthly
  •  

Medium Volume

Best for companies with between 75 and 200 transactions/month
$ 750 /mo
  • Monthly P&L and Balance Sheet
  • Financials delivered by the 20th
  • Up to 3 bank/credit accounts
  • Bank accounts reconciled monthly
  • Quickbooks Online license included

High Volume

Best for companies with 200 or more transactions/month
$ 950 /mo
  • Monthly P&L and Balance Sheet
  • Financials delivered by the 20th
  • Up to 4 bank/credit accounts
  • Bank accounts reconciled monthly
  • Quickbooks Online license included

Add Ons

Weekly P&L + 30 min/mo CFO time

+$200/mo
Stay on top of your fast moving business by getting up to date financial information delivered weekly

Daily, Real Time P&L + 60 min/mo CFO time

+$400/mo
The holy grail of financial reporting. Know where your business is at at all times. Day to day. Every day.

Bookkeeping Enhancements

Payroll

Starting at $200/mo
Save time and make sure your employees all get paid, while avoiding errors and penalties.

Invoicing

Starting at $150/mo
We will help you get paid faster with seamless invoicing.

Bill Pay

Starting at $100/mo
Automate the bill pay process, all while maintaining control of your cash.

Expense Reporting

Starting at $100/mo
Monitor employee and business spending.

Historical Accounting

Starting at $250/mo
Did you fall behind in reconciling your bank accounts? No worries, we'll clean up for you.

Data Entry

Starting at $25/hr
Send us your time consuming recurring data entry. We love doing it.
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