---
title: Monthly Bookkeeping Services | HavenStone Advisory
updated: '2026-07-02T08:00:00Z'
description: >-
  CPA-led monthly bookkeeping for owner-led businesses: reconciliations, monthly
  close reports, QuickBooks cleanup, and a handoff into year-round tax planning.
canonical: 'https://www.havenstoneadvisory.com/services/monthly-accounting'
---

# Monthly Bookkeeping Services for Business Owners

HavenStone Advisory runs a monthly close for owner-led businesses doing $500K–$10M in revenue. Every month your accounts are reconciled, transactions are categorized, reports are delivered, and open questions are flagged, so the numbers are ready before tax planning windows close.

## The Short Answer

Monthly bookkeeping at HavenStone means reconciled accounts, consistent categorization, a documented close checklist, and month-end reports that show margins, cash movement, and open questions. The engagement is CPA-led and built to feed year-round tax planning, not just record the past.

Monthly bookkeeping starts at $600/month. Final pricing is scoped after a Tax Clarity Audit.

## Who This Is For

- Owner-led businesses doing $500K–$10M that make decisions off their monthly numbers.
- Companies with payroll, contractors, multiple accounts, or owner distributions to keep straight.
- Owners heading into tax planning, financing, hiring, or a purchase who need current books first.
- Businesses that want one team handling bookkeeping and the tax strategy it feeds.

## What You Get Each Month

- Bank, credit card, loan, merchant deposit, payroll, and owner-activity reconciliations.
- Consistent expense categorization, with unclear transactions and documentation gaps flagged.
- Month-end reports covering revenue, direct costs, gross margin, and cash movement.
- Tax questions worth raising before the next deadline.

## How the Engagement Runs

1. Onboarding cleanup and setup review: chart of accounts, bank feeds, historical categorization, payroll flow, and open reconciliations repaired before the first close.
2. Monthly reconciliations and review.
3. Month-end reports, cleanup flags, and documentation gaps that need your input.
4. Handoff to tax planning: closed books feed projections, estimated payments, entity review, owner compensation decisions, and year-end planning.

If you run a trades or project-based business, job costing and project profitability reports are part of the setup. See [Monthly Bookkeeping for Trades](/monthly-bookkeeping-for-trades) for that path.

## Responsible Tax Savings Language

Clean books improve visibility and planning quality, but tax results depend on facts, rules, timing, documentation, and implementation. See [How We Think About Tax Savings](/tax-savings-methodology).

## Fit Check

Not sure where to start? Take the two-minute fit check on the web version of this page for a specific next step, or [schedule a free strategy session](/schedule-consultation).

## Related Links

- [Monthly Bookkeeping for Trades](/monthly-bookkeeping-for-trades)
- [Bookkeeping and Tax Strategy](/bookkeeping-and-tax-strategy)
- [Tax Planning Packages](/tax-planning-packages)
- [Tax Savings Methodology](/tax-savings-methodology)
- [Contact HavenStone](/contact)

## Go Deeper by Topic

Prefer to read up first? The [profit, bookkeeping, and cash flow topic hub](/resources/topics/profit-and-cash-flow) collects profit routing, tax reserve, pricing, and monthly close guides in one place.

Reviewed by [Mia Anne Pham Reeves, CPA](/authors/mia-anne-pham-reeves-cpa), Managing Partner. Last reviewed July 2, 2026.