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.

Beginning of the Month

We make sure we have all the documents we need.

Getting 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.

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

We can also take care of your invoicing, accounts receivable, accounts payable, and billing. You just click ‘approve’ and your bills get paid.

We partner with 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.

End of the month

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 will schedule calls with you to go over your books and make sure you understand the wealth of information MonthEnd creates. After two months, you take the lead – scheduling calls whenever you have questions or need advice.

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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