Monthly bookkeeping
Monthly Bookkeeping, Done for You.
Coastal records, categorizes, and reconciles your transactions every month, and hands you a clear profit and loss and balance sheet, so you always know where your business stands.
Who This Is For
Monthly bookkeeping is for small businesses and nonprofits that want their books kept current every month without doing it themselves. If you would rather spend your time on the work that grows your business than on reconciling accounts, Coastal keeps the numbers clean, current, and ready whenever you need them.
Meet Selena, your bookkeeper.
Your books are handled by Selena Sagalow, a QuickBooks Online Advanced Certified ProAdvisor with more than ten years in bookkeeping. Your financial details stay confidential, from the first call through every month after.
What You Get Every Month
Bank and credit card reconciliation
Transaction entry and categorization
A month-end profit and loss and balance sheet
E-mail and support communication
Coastal handles the bookkeeping. Your CPA handles the taxes.
Small Business Packages
Each package is a base price. The final scope is customized to the needs of your business, so you only pay for what you use.
New Business Setup
Starting at
$299 one-time
- QuickBooks company file set-up: business profile, chart of accounts, customer and vendor profiles, items list, and sales tax items
- Migration of the current year’s charges into QuickBooks
Basic Plan
Starting at
$299 monthly
- 1 bank account, month-end reconciliation
- 1 credit card account, entry and reconciliation
- Up to 100 transaction entries
- Month-end balance sheet and profit and loss
- E-mail and support communication
Premiere Plan
Starting at
$399 monthly
- 2 bank accounts, month-end reconciliation
- 2 credit card accounts, entry and reconciliation
- Up to 200 transaction entries
- Month-end balance sheet and profit and loss
- E-mail and support communication
How It Works
We connect to your books
Coastal works in your QuickBooks, so your records stay in one place you can always reach.
We reconcile and categorize every month
Every transaction is entered, categorized, and matched to your bank and credit card statements.
We deliver your monthly financials
You get a profit and loss and a balance sheet you can actually use.
You always know where you stand
Your books stay current, so there is nothing to catch up at tax time or when you need a number fast.
Common Questions
What do I get each month?
Your accounts reconciled, your transactions entered and categorized, and a month-end profit and loss and balance sheet, plus e-mail support whenever you have a question.
How much does monthly bookkeeping cost?
Monthly packages start at $299 a month. Each package is a base price, then customized to your business, so you only pay for what you use.
What software do you use?
QuickBooks. Selena is a QuickBooks Online Advanced Certified ProAdvisor.
Do you also handle payroll and sales tax?
Yes. Payroll, sales tax, and accounts payable and receivable are available as add-ons to any monthly package.
Ready to Free Up Your Time?
Coastal Bookkeeping & Mobile Notary Services is a U.S.-based virtual bookkeeping company, serving small businesses and nonprofits on the Space Coast of Florida and nationwide.