Bookkeeper — answered personally.

Monthly engagement · QuickBooks Online

Your books, closed by the 10th.Reconciled. Organized. Explained in plain English.

Every month your bank and credit card statements get matched to real transactions, every transaction gets a category that fits how you actually run the business, and by the 10th of the following month you get a clean set of reports — written like a person, not a spreadsheet.

  • Closed by the 10th
  • Plain-language reports
  • One human, not a ticket queue
What you get every month

Four things, every month, no surprises.

  • Bank reconciled — every line on the statement matches a real transaction in QuickBooks.
  • Credit card reconciled — same drill for every card, down to the last charge.
  • Transactions categorized into the chart that matches how you actually run the business.
  • Three reports in plain English, with a 5-minute read-out: what you made, what you spent, where the money went.

Fee set per scope of work after the consultation

What we do, step by step

Three steps, in the same order, every single month.

The closer is a routine on purpose. Same first step, same second step, same third step. The routines are the part that protects you from a missed transaction and a year-end panic.

Pull every transaction in

Every line on every bank and credit-card statement is pulled into QuickBooks Online. Nothing is hand-keyed; nothing is summar-rolled; nothing is left to memory.

Match each one to a category

Each transaction gets a category that matches how you actually run the business — not a default chart that lumps your office coffee into the same bucket as your rent.

Catch the numbers that don't add up

Before anything gets sent to your CPA, the books are checked for the things that drift: a duplicate vendor, a miscoded payroll run, a fee that quietly doubled. Those get surfaced — not buried.

What “closed by the 10th” actually means

By the 10th of the following month,your books are done — and you’re caught up.

You don’t have to ask “are we closed yet?” or worry that a late statement will stall your CPA. On the 10th you get three short reports in plain English, with the numbers behind them if you want to dig in. Here’s what each one shows you.

  • You get every report, in one email, no chasing.
  • You can ask, in plain English, what any line means.
  • Your CPA starts their work on actual numbers, not guesses.

Profit and loss

What you made and spent last month.

A short summary of your revenue and your expenses, in the buckets that match your business. Useful answer: did last month make money, and where did it go? No accounting jargon — just payroll, rent, cost of goods, marketing, the rest.

Balance sheet

Where you stand financially at month-end.

A snapshot of what your business owned, what it owed, and what was left over at midnight on the last day of the month. Useful answer: are we solvent, do we have enough runway, and what does the picture look like compared to last month?

Cash flow

Where your money actually went.

A line-by-line story of cash moving in and out of your bank account — where it came from, where it went, and what’s sitting in the account right now. Useful answer: can I pay next month’s bills, and which expenses are quietly eating the cushion?

Free 30-minute consultation

Want your books closed by the 10th?

Tell me where your books stand today. I’ll read every request personally and reply within one business day with a time for a free 30-minute call.

Prefer email? mauldingbookkeeping@outlook.com