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Logo Monthly Accounting Services

Bundled Tax, Accounting, Bookkeeping and More.

We offer a full-service, fixed monthly fee service that allows us to economically bundle our services into an integrated yet flexible approach that meets your specific business needs. Together we select the services that you need, combining monthly bookkeeping and payroll with sales tax, management consulting, and more. The result: professional service that is as convenient as it is cost effective.

Expedient Accountants offers this valuable service to clients who lack formal bookkeeping skills, don't have the time or desire to keep their own books, or simply want to mitigate the risk of making any accounting errors that will cost them dearly. This service is generally more economical and affordable than most competing bookkeeping services and provides the information and financial advice you need to successfully run your business.

Throughout the year, we prepare detailed monthly statements which accurately inform you and/or your business are doing and where improvements can be made. At the end of the year, you will have everything you need to complete your tax return. Clients enjoy core bookkeeping and accounting services bundled into one convenient, cost effective recurring fee. We work with you on your initial visit to hand tailor a set of services that best fits the current and future needs of your business. Gone is the old paradigm of billing by the hour for tax, bookkeeping, consulting and accounting or getting a bill for a few hundred dollars for a simple question.

Who is it designed for?

  • ou don't have the time or knowledge to perform all bookkeeping tasks
  • You pay your own bills and maintain your checkbook
  • You're concerned about the potential costs of accounting errors
  • You want to focus on business strategy and execution, rather than bookkeeping and accounting

How do we serve you?

Every month, Expedient Accountants will:
  • Process monthly information received from you (checkbook stubs, bank statement, sales data and cash payout information) and deliver detailed monthly financial reports.
  • Manage your data and translate it into financial statements so you can:
  • Use your time to more effectively manage and grow your business
  • Count on us to assist and advise with your tax planning
  • Count on us to assist and advise with your cash flow planning
  • Count on us to assist and advise regarding the long term financial impact of your business decisions

Monthly Bookkeeping Service Includes:

  • General Ledger Entries
  • Accounts Payable (AP) and Receivable (AR) Entries
  • Bank Account Reconciliations
  • Check Register
  • Credit Card Entries
  • Accurate Balance Sheet – Statement of Assets, Liabilities and Equity
  • Income/Operating/Profit & Loss Statement
  • Trend tracking, "What if" plans
  • Accurate business tax calculations
  • 24-hour real-time access to your financials



Let us help you steer in the right direction with a FREE consultation with our business experts