Service

Monthly Bookkeeping

Precise monthly bookkeeping, reporting, and reconciliation support for small businesses.

Overview

What this service covers

RFF's monthly bookkeeping service brings over 20 years of North American accounting experience to small business financial management. The service keeps records current, supports monthly reporting, and helps owners focus on growth.

Typical scope

Transaction categorization and month-end review

Bank and credit card reconciliation support

Review of income and expense accounts for cleaner reporting

Coordination with payroll, tax, and management reporting workflows

Benefits

Current books and organized records
Monthly reporting built for management decisions
Bank reconciliation and account review discipline

Who it is for

Small businesses that need consistent financial records
Owners who want reliable monthly reporting
Teams preparing for tax filings, financing, or growth

How It Works

A structured process from intake to completion

RFF keeps the work organized so owners know what is needed, what is being reviewed, and what the next decision is.

Review accounts and bookkeeping platform access

Categorize transactions and reconcile bank activity

Flag questions, missing support, and unusual items

Finalize monthly records and reporting outputs

Deliverables

What you can expect

The exact output depends on the engagement scope, but these are the practical items this service is built around.

Updated monthly books
Reconciled accounts
Management-ready financial summaries
Issue list for missing or unclear transactions

Preparation

What helps RFF move faster

Having the right records ready reduces back-and-forth and helps the team give cleaner guidance.

Bank and credit card statements
Access to accounting software or exports
Payroll reports if payroll is active
Receipts or notes for unusual transactions

FAQ