Service
Monthly bookkeeping, closed by the 10th
Every transaction categorized, every account reconciled, one short list of questions and a close package you can read in five minutes.
The short answer
- Monthly bookkeeping means categorization, reconciliation, a documented close and reports you can actually use — not data entry.
- A real close ends with every account reconciled to a statement and a reviewer signing off.
- LedgerDude closes most clients by the 10th business day and asks questions once, in one list.
- Pricing follows yearly revenue so the number is known before work starts.
What a real monthly close includes
Bookkeeping is finished when someone can prove it. Every bank, credit card and loan account ties to its statement, uncategorized transactions are at zero, the balance sheet has no mystery accounts, and a second person reviews before reports go out.
- Bank and card reconciliation with a matching statement balance
- Loan balances agreed to the lender, with interest split from principal
- Undeposited funds and clearing accounts cleared to zero
- Owner draws in equity rather than buried in expenses
Receipts without the nagging
Snap a photo from your phone. Our document engine reads the vendor, date, total and tax, then matches it to the bank transaction. What cannot be matched confidently goes to a human reviewer instead of guessing.
One question list per month
Most bookkeeping frustration comes from being asked about the same coffee shop charge four times. We batch open questions into one list per close, keep your answers as rules and stop asking about that pattern again.
Reports built to be read
Your close package includes profit and loss with a comparison month, a balance sheet, cash movement and a short written summary of what changed and what to watch.
Numbers worth watching
Each one is plain math you can check yourself.
| Number | How to figure it | Good range | Why it matters |
|---|---|---|---|
| Close cycle time | Business days from month end to delivered package | Under 10 days | Late books mean decisions made on guesses. |
| Uncategorized rate | Uncategorized transactions ÷ total transactions | 0% at close | Anything left uncategorized moves profit. |
| Open question count | Questions still unanswered at close | Trending down | It should shrink every month as rules build up. |
Typical results we see
Median close time
7 business days
Across active LedgerDude clients
Receipts auto-matched
88%
Remainder reviewed by a person
Questions per close
4
Down from 15 in a client's first month
What a clean close looks like on paper
- Transactions processed
- 412
- Receipts read and matched
- 96
- Accounts reconciled
- 5 of 5
- Uncategorized at close
- 0
- Questions asked
- 4
- Days to deliver
- 6
What this tells you: The measure of a bookkeeping service is not effort, it is a reconciled, reviewed and delivered close.
What you see inside LedgerDude
What you see when the work is done: one page with your money on it.
How monthly bookkeeping works with LedgerDude
- 1
Connect
Connect QuickBooks Online and grant read access to your bank feeds.
- 2
Catch up
If prior months are open, we quote catch-up work first so you start clean.
- 3
Close
Each month we categorize, reconcile, read receipts and run the close checklist.
- 4
Ask
You get one short question list. Answers become rules for future months.
- 5
Review
A second reviewer signs off and your close package is delivered.
Real example
Service business with three months of half-done books
Where they started: The prior bookkeeper reconciled one account and left three cards untouched, so the balance sheet never tied.
What we did: We finished the reconciliations, cleared a $19,400 clearing account and set up the monthly close checklist.
How it ended up: The books now close in six business days with a named reviewer on every period.
$19,400
Clearing account cleared
5
Accounts reconciled
6 days
Close time
What is included
- Categorize every bank, card and loan transaction
- Reconcile every account to the statement
- Read receipts and match them to transactions
- One monthly question list — plain English, no jargon
- Profit and loss, balance sheet and cash summary
- Monthly close checklist with a named reviewer
Priced on yearly revenue, not guessed hours.
Questions people ask
How much does monthly bookkeeping cost?
LedgerDude prices on yearly revenue rather than hours, so most small businesses land between $250 and $900 a month with the number known before work begins.
Do you replace my CPA?
No. We keep the books accurate and closed so your CPA files from clean numbers instead of rebuilding them in March.
How fast can you start?
Onboarding takes one call plus a QuickBooks connection. Most clients have their first close inside 30 days.
Keep reading
Catch-up bookkeeping for months or years behind
Behind on your books? We rebuild prior months in order, reconcile every account and hand you filing-ready financials with a fixed quote up front.
QuickBooks Online cleanup and diagnostic
Fix a QuickBooks file that no longer ties: bad reconciliations, a bloated chart of accounts, negative inventory, wrong opening balances and duplicate transactions.
Financial reporting that answers questions
Dashboards, trends and a written executive summary each month, so you know what changed, why, and what to do about it.
All services
Everything we can take off your plate.
Pricing
Flat monthly plans based on your revenue.
Industries
How we set the books up for your kind of business.
Want your books handled for you?
We read your receipts, match your bank activity, and close your books every month. You get one short list of questions and a dashboard that always tells the truth.