You didn’t start your business to become a bookkeeper. Good news—you don’t have to.

Monthly Bookkeeping Services

As your business grows, so do the numbers. More invoices. More expenses. More decisions. And before long, bookkeeping becomes the task that’s always last on your list (or done in a panic at tax time).
We’re here to change that. At Excel With Me, we take bookkeeping off your plate and make sure it’s done right—calmly, consistently, and in a way that actually supports your success.

Accuracy

Balance

Integrity

Growth

What We Handle For You

  • Categorizing income and expenses

  • Reconciling bank and credit card accounts

  • Tracking accounts payable/receivable (optional)

  • Producing monthly Profit & Loss and Balance Sheet reports

  • Year-end financials ready for your tax professional

  • Optional support for sales tax, invoicing, and payroll coordination

No mess. No stress.

Just reliable numbers that help you make better business decisions.

Our Bookkeeping Process

We get to know your business

We start with a brief onboarding session so we understand your needs, systems, and goals.

We get your books in order

Whether you’re starting fresh or need a cleanup, we make sure everything is set up correctly in QuickBooks Online.

We manage the monthly details

Each month, we’ll handle the behind-the-scenes work and provide clear, easy-to-read reports so you always know where you stand.

You focus on running your business

With your books handled, you’ll have more time—and better data—to grow with purpose and profit.

Why Our Clients Love This

  • Accuracy & clarity: Know your numbers are right and up to date

  • Time-saving: Take bookkeeping off your list so you can lead your business

  • Proactive insight: No more guessing; use your numbers to drive smarter decisions

  • Support you can trust: We’re a partner, not just a service

Ideal For

Service-based business owners making steady monthly revenue

Entrepreneurs who are ready to outsource financial tasks

Anyone who wants a clean, compliant, and useful set of books

Business owners preparing for growth, funding, or hiring

What’s Included

Our packages are based on the average monthly revenue of your business so they scale with your growth. Each package includes:

  • Monthly categorization & reconciliations

  • Monthly financial reporting

  • Ongoing communication & support

  • Quarterly check-in calls (or monthly option for higher tiers)

Need cleanup or catch-up first?

We’ve got you. Ask about our Bookkeeping Reset packages.

Let’s talk about your business and how we can simplify your financial systems.

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