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RFG Bookkeeping

Monthly Bookkeeping Services

Consistent, accurate monthly bookkeeping is the foundation of a healthy business. RFG Bookkeeping provides ongoing monthly bookkeeping services that keep your finances organized, your reports accurate, and your tax obligations met — every single month.

Monthly Bookkeeping Services

Each month we reconcile your bank and credit card accounts, categorize every transaction, and produce accurate financial statements. You get a clear picture of your income, expenses, and profitability. When tax season arrives, your books are already done — no scrambling, no stress.

Monthly Reconciliations

Every bank, credit card, and loan account reconciled to the penny each month.

Financial Statements

Profit & Loss, Balance Sheet, and Cash Flow statements delivered monthly.

Expense Categorization

Every transaction properly categorized for clean reporting and maximum deductions.

Ongoing Support

Questions about your books? We are an email or call away — no extra charge.

CPA-Ready Reports

Year-end reports organized and ready for your CPA to file taxes quickly.

Software Management

We manage QuickBooks, Xero, or your preferred platform so you do not have to.

Benefits of Working with RFG Bookkeeping

We bring clarity to your finances so you can make confident business decisions.

Always Know Your Numbers

Up-to-date financials every month so you can make informed business decisions.

No Tax Season Panic

Your books are done all year. Tax season is just filing.

Catch Problems Early

Monthly reviews catch errors, fraud, and cash flow issues before they become crises.

Affordable & Predictable

Flat monthly pricing with no surprises. See our Pricing page for details.

Frequently Asked Questions

Monthly bookkeeping includes bank and credit card reconciliation, transaction categorization, financial statement preparation (P&L, Balance Sheet, Cash Flow), and ongoing support. We also prepare year-end reports for your CPA.

Monthly bookkeeping starts at $250 per month. Final pricing depends on account volume, transaction volume, complexity, and any catch-up or cleanup required. Visit our Pricing page for package details or schedule a free consultation for a custom quote.

We work with QuickBooks Online, Xero, Wave, Sage 50, and FreshBooks. If you already have a platform, we work within it. If not, we recommend the best fit for your business.

We start with a catch-up engagement to get your books current, then transition to monthly service. Many of our clients started behind and are now caught up and staying current.

Ready to Get Started?

Schedule a free 30-minute consultation with Autumn Rodriguez and see how clean books can transform your business.

Free Consultation
No Long-Term Contracts
Tax-Ready Financial Reports
Secure & Confidential
Personalized Service
15+ Years of Experience