Monthly Bookkeeping and Accounting

What's Included

• Monthly transaction categorization and reconciliation
• Financial statements (profit & loss, balance sheet)
• Accounts payable / receivable tracking
• Books maintained audit-ready and tax-season-ready

Who It's For

Small businesses that want their books current every month, not just pulled together in April.

How It Works

We connect your accounts, reconcile and report every month, and stay available for questions in between.

Illinois Considerations

If your business collects Illinois sales tax, your books need to track it separately by category and filing period so your sales tax filings tie out to your accounting records.

Documents You May Need

• Bank and credit card statements, or read access to connected accounts
• Prior bookkeeping records or a QuickBooks file, if you have one
• Payroll reports, if you run payroll
• Any loan or lease documents affecting your books

Why Choose AG Accountant LLC

The same person who reconciles your books each month is available when tax season comes around, so nothing gets lost in translation between bookkeeping and filing.

Frequently Asked Questions

How often will my books be updated?

Monthly, as a standard cadence — transactions categorized, accounts reconciled, and statements ready before the next month begins.

What's included in monthly bookkeeping?

Transaction categorization, bank and credit card reconciliation, and profit & loss and balance sheet reports.

I'm behind on my books — can you help me catch up?

Yes, catch-up and cleanup bookkeeping is common, especially before tax season or a loan application.

Do you also file my taxes?

Yes — many bookkeeping clients also use our tax preparation services, and keeping both under one roof means your return matches your books.

Service Area

Monthly bookkeeping for clients in Plainfield, IL, throughout Illinois, and nationwide with connected online accounts.