Monthly Bookkeeping Services
Monthly bookkeeping services in QuickBooks Online: transactions categorized, every account reconciled, and financial statements delivered on a set date each month — so you can focus on running your business, not reconciling your bank accounts. Serving Dallas–Fort Worth and clients nationwide.
Behind on your books? Start with catch-up
If months are unreconciled, we gather your statements, reconcile each account, clean up the chart of accounts, then hand the file off to monthly bookkeeping. Most catch-up projects run $1,500–$5,000+. You get a fixed quote after your free review.
Catch-up & cleanup bookkeeping in DFWChoose the right starting point
Bookkeeping establishes the record
This service is designed for businesses that first need current transactions, reconciled accounts, and a dependable month-end close. Those records explain what happened and create the foundation for useful forecasts later.
- Accounts are not reconciled consistently
- Monthly statements arrive late or require repeated corrections
- Your tax adviser needs organized year-end records
Need forward-looking support instead?
If your books are dependable and the pressing need is cash forecasting, scenario planning, budgeting, or context for hiring and pricing decisions, review our fractional CFO service.
Compare fractional CFO supportFor an initial conversation, bring a high-level summary of your business model, entity count, current close timing, and bookkeeping tools. You do not need to send bank credentials, tax returns, or other sensitive records before a secure handoff process is agreed.
The Aligned Ledger is not a CPA firm and does not provide tax, legal, investment, attest, or assurance services. Tailored tax decisions belong with your qualified tax adviser.
What's Included
Everything you need for clean, organized financials — delivered consistently every month.
Transaction Categorization
Every transaction accurately categorized in QuickBooks Online with consistent chart of accounts management.
Bank & Credit Card Reconciliations
Monthly reconciliation of all bank accounts, credit cards, and payment processors to ensure accuracy.
Monthly Financial Statements
Management-ready P&L, balance sheet, and cash flow statements delivered consistently each month.
Accounts Payable & Receivable Tracking
Organized tracking of what you owe and what's owed to you, with aging reports for visibility.
Multi-Entity Bookkeeping
Coordinated bookkeeping across multiple LLCs, holding companies, and operating entities.
Why Outsource Your Bookkeeping?
- Clean, organized books every month — no surprises at tax time
- Financial statements delivered by the 15th of each month
- QuickBooks Online expertise — we work in your existing system
- Dedicated bookkeeper who knows your business
- Seamless coordination with your CPA for tax preparation
- Scalable support that grows with your business
Running multiple LLCs or holding entities? See our multi-entity bookkeeping & consolidated reporting service.
Weighing a national platform against a local team? Compare the options in our guide to Pilot bookkeeping alternatives, or see how this works locally with bookkeeping in Richardson, TX.
Frequently Asked Questions
How much do outsourced bookkeeping services cost?
Our bookkeeping services start at $750/month for the Clarity tier. Pricing depends on transaction volume, number of accounts, and complexity. We assess your needs during a free Financial Alignment Call.
Do you work with QuickBooks Online?
Yes. We specialize in QuickBooks Online (QBO) and work directly in your existing QBO account. We also support Xero for clients who prefer that platform.
What's the difference between bookkeeping and accounting?
Bookkeeping focuses on recording and categorizing financial transactions, reconciling accounts, and producing financial statements. We handle the bookkeeping so your CPA can focus on tax strategy and compliance.
Can you handle bookkeeping for multiple entities?
Absolutely. Multi-entity bookkeeping is one of our specialties. We manage coordinated books across operating companies, holding entities, and investment structures.
Quick Answers
Plain-English answers to the questions DFW business owners ask most about outsourced bookkeeping.
- How much does outsourced bookkeeping cost in Dallas–Fort Worth?
- Most DFW small businesses pay $500–$2,500 per month for outsourced bookkeeping. The Aligned Ledger's Clarity tier starts at $750/month and includes monthly close, reconciliations, and financial statements in QuickBooks Online.
- What's included in monthly bookkeeping?
- Monthly bookkeeping includes transaction categorization, bank and credit-card reconciliations, A/R and A/P maintenance, monthly P&L, balance sheet, and cash flow statements, plus a controller-level review of the close package.
- Do you work in QuickBooks Online?
- Yes — QuickBooks Online is our primary platform. We work directly inside your existing QBO file. We also support Xero on request.
Related Insights
Explore articles and case studies related to this topic.
2026 Year-End Tax Planning: Six Questions to Review With Your Tax Adviser
Six questions worth putting on the agenda before December 31 — taxable income and estimated payments, equipment timing and bonus depreciation, business-interest limits, qualified production property, entity and intercompany balances, and the elections and deadlines only your adviser can confirm. Educational only; not tax advice.
How Much Does Bookkeeping Cost for a Small Business? 2026 Pricing Guide
Small business bookkeeping ranges from $40–$100/hour, $500–$2,500/month for monthly flat-fee, or $2,500–$8,000/month bundled with controller and CFO oversight. Here's how to choose.
9 Signs Your Books Are a Mess (And How to Get Them Clean Again)
Behind, unreconciled, or full of guesswork? Nine concrete signs your bookkeeping has drifted out of control — and how catch-up bookkeeping brings a Dallas–Fort Worth business back to clean, current books.
In-House vs. Outsourced Bookkeeping: The Complete 2026 Guide for $1M–$50M Businesses
The full picture on in-house vs. outsourced bookkeeping — fully-loaded cost analysis, hidden risks on both sides, the hybrid model that works best, and a decision framework for growing businesses.
From the homepage
How this service fits into the bigger picture — jump back to where it lives on the homepage, or keep reading the related insights.
Industries we serve
See how this service plays out across the verticals we know best.
Ready for clean books every month?
Schedule a free Financial Alignment Call to discuss your bookkeeping needs.
Get Started