Monthly bookkeeping done right gives you a clear financial picture within days of month-end — every period, without fail. FJ & Associates provides full-service monthly bookkeeping for Utah businesses: transaction categorization, bank reconciliation, AR/AP management, and CPA-reviewed financial statements delivered on a defined schedule.
📞 (801) 927-1337 | Schedule a consultation →
What Monthly Bookkeeping Includes
Transaction Categorization — All bank and credit card transactions categorized correctly per your chart of accounts, every period. Bank feed automation handles volume; CPA review catches exceptions.
Bank and Credit Card Reconciliation — Every account reconciled to the bank statement monthly. Errors caught within 30 days, not at year-end.
Accounts Receivable Management — Outstanding invoices tracked; AR aging report provided monthly; overdue balances flagged for your follow-up.
Accounts Payable Management — Bills entered as received; AP aging report monthly; upcoming payments flagged to prevent missed due dates.
Monthly Financial Statements — Profit and loss, balance sheet, and cash flow statement delivered within 5–7 business days of month-end. Reviewed by a licensed CPA before delivery.
Payroll Integration — Payroll entries posted automatically from your payroll platform.
Tax-Ready Books — Expense categories aligned with your tax return. Year-end is a data pull, not a reconstruction project.
Pricing
Monthly bookkeeping fees are based on transaction volume and account complexity — not a one-size-fits-all subscription. Most Utah small businesses fall in the $200–$600/month range. Flat fee agreed upfront. No surprises.
Monthly Bookkeeping FAQs
How do I get started with monthly bookkeeping?
We start with a discovery call to understand your business, review your existing records (or set up new ones if you’re starting fresh), and establish the monthly workflow. Most clients are up and running within two weeks.
What if I’m behind on my books?
We handle catch-up first. See our catch-up bookkeeping service — we reconstruct prior periods and then transition to clean monthly maintenance.
What software do you use?
We work in QuickBooks Online and Xero. If you’re on a different platform, we assess whether to migrate or work within your existing system.
Start Clean Books This Month
📞 (801) 927-1337 | ✉️ admin@cpaone.net
Schedule a Free Consultation →
See also: Catch-Up Bookkeeping | Utah Bookkeeping Services | Essential Bookkeeping Practices
Missy Dennis, CPA | Partner | FJ & Associates, PLLC | Kaysville, Utah
Missy holds a Master of Accounting degree from the University of Utah and is a licensed Certified Public Accountant. With more than twenty years of public accounting experience, Missy specializes in tax preparation and advisory, bookkeeping strategy, estate and trust taxation, audit and consulting services, and small- and mid-sized business advisory.
