Monthly Bookkeeping

Ongoing bookkeeping reconciliations, clear monthly financial reports, and organized QuickBooks Online records—delivered on a consistent schedule so Canadian business owners always know where they stand.

Payroll services are available as an add-on for active bookkeeping clients and are not offered as a standalone service.

How Monthly Bookkeeping Works

1

Connect

You connect your accounts and upload receipts

2

Reconcile

We reconcile and categorize everything each month

3

Report

You receive clear reports on a consistent schedule

Schedule a Call
Book a Consultation
Bright living room with modern inventory
Bright living room with modern inventory

Who Monthly Bookkeeping in Canada Is Best For

Monthly bookkeeping is best suited for Canadian business owners who want consistent, accurate financial records without ongoing uncertainty. This service is ideal for businesses that value structured systems, predictable timelines, and clear reporting they can rely on month after month.
  • Canadian businesses needing consistent, monthly bookkeeping
  • Owners who want clear, reliable financial records
SERVICE DETAILS

What's Included

Bank & Credit Card Reconciliations

Every transaction matched and categorized correctly, every month.

Monthly Financial Reports

Clear P&L and Balance Sheet delivered on a consistent schedule.

GST/HST Filing Support

Quarterly or annual filing prepared and ready for submission.

Client Portal Communication

Secure portal for document sharing and organized communication.

How We Work With Your Accountant

Clearbook Ledgers works alongside your accountant — not in place of them.
Our role is to ensure your bookkeeping records are accurate, complete, and review-ready so your accountant can work efficiently at year-end.
We support a smooth handoff by:
  • Maintaining reconciled bank and credit card accounts
  • Keeping consistent categorization throughout the year
  • Providing clean, organized reports and supporting documents
  • Responding to accountant inquiries when required
Clean books reduce year-end delays, lower accounting fees, and help avoid unnecessary CRA follow-ups.

How Monthly Bookkeeping Works

Starting at $350

/month

Pricing varies based on transaction volume and complexity. See our pricing page for detailed package information.

Book a Consultation
Bright living room with modern inventory
Bright living room with modern inventory
What is included in monthly bookkeeping?

Monthly bookkeeping includes bank and credit card reconciliations, transaction categorise, financial reporting, and ongoing maintenance of your QuickBooks Online file.

Who is monthly bookkeeping best suited for?

Monthly bookkeeping is best suited for Canadian business owners who want consistent, accurate financial records without ongoing uncertainty. This service is ideal for businesses that value structured systems, predictable timelines, and clear reporting they can rely on month after month.

Do you offer payroll as part of monthly bookkeeping?

Payroll services are available as an add-on for existing bookkeeping clients and are not offered as a standalone service.

What software do you use?

We work with QuickBooks Online and supporting tools that allow for accurate, efficient, and secure bookkeeping.

How often will I hear from you?

Communication is handled through our client portal, with scheduled reviews depending on your service level.

Frequently asked questions

Common questions about our monthly bookkeeping services.

Bright living room with modern inventory
Bright living room with modern inventory