How Cloud Bookkeeping Works

1

Get paired with one of our experienced associates.

2

We set up easy to use cloud-based tools so you can effortlessly send us your documents.

3

We do your books and give you financial statements.

4

Your associate schedules a call so you understand your books. After the first two months it’s up to you – schedule calls whenever you need.

Getting started

We make sure we have all the documents we need.

Monthend securely connects to your accounts and automatically fetches all of your bank statements. If you are using one of our many payroll partners we can automatically receive your payroll information as well.

Monthend can also handles your invoices, receipts, accounts receivable, bill pay and so much more. All our solutions are mobile and hassle-free – so you can focus on your business. 

Our partners are your partners

During the month

Once you are set-up, we do your books.

We do your bookkeeping

Your Monthend advisor reconciles your accounts and categorizes your transactions. We produce your financial statements and make adjustments to ensure that they are tax worthy.

You contact us anytime

Understanding your books makes your business better – and that is what we are here for. Contact us anytime with questions and we’ll get back to you in one business day. No question is too small.

We reach out with questions

We may have questions while we’re working on your books to make sure transactions are in categories that fit your business. It’s an important part of keeping your books tidy.

Once the month is complete

Once your books are complete you’ll get a message from your advisor.

We'll review your books together

For the first two months we schedule calls with you to go over your books and make sure you understand the wealth of information Monthend creates. After two months, it’s up to you – schedule calls whenever you have questions or need advice.

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