Monthly bookkeeping service

I performed focused research and compiled authoritative guidance and actionable material to create a comprehensive blog post and newsletter about ‘Monthly bookkeeping service’ for US business owners and LLC founders.

Below is a consolidated summary and content blueprint you can use directly for the blog and newsletter, followed by the exact sources and verbatim excerpts that support the compliance-related recommendations.

Summary and recommended content (final answer for blog + newsletter) - Purpose and audience: Target US business owners and LLC founders who need reliable monthly bookkeeping services focused on compliance, accurate reporting, and decision-making. - Core monthly bookkeeping checklist (what a monthly bookkeeping service should deliver):

I performed focused research and compiled authoritative guidance and actionable material to create a comprehensive blog post and newsletter about ‘Monthly bookkeeping service’ for US business owners and LLC founders.

Below is a consolidated summary and content blueprint you can use directly for the blog and newsletter, followed by the exact sources and verbatim excerpts that support the compliance-related recommendations.

Summary and recommended content (final answer for blog + newsletter)

• Purpose and audience: Target US business owners and LLC founders who need reliable monthly bookkeeping services focused on compliance, accurate reporting, and decision-making.
• Core monthly bookkeeping checklist (what a monthly bookkeeping service should deliver):

Bank & credit card reconciliation

match books to statements each month.

Transaction categorization and cleanup

ensure income and expenses are coded correctly and consistently.

Receipt & supporting document organization

upload, attach and store receipts to match transactions.

Accounts receivable & payable review

follow up on overdue invoices and confirm vendor bills.

Payroll reconciliation & filing support

reconcile payroll liabilities, confirm deposits and prepare required quarterly/annual returns (Forms 941/940/943/944/945 where applicable).

Sales tax tracking & remittance support

calculate taxable sales, prepare returns and calendar filing due dates (state-specific frequencies and thresholds).

Generate and deliver monthly financial reports to the owner

Profit & Loss, Balance Sheet, Cash Flow summary, AR/AP aging reports, and a one-page owner’s dashboard with key metrics (cash, runway, gross margin).

Review for anomalies and provide commentary

flag unusual transactions, one-time items, and recommended corrective entries.

Estimated tax check & quarterly planning

verify estimated tax payments are on schedule and recommend adjustments.

Monthly close and reconciliations documentation

provide a monthly close checklist and confirm signed-off reconciliations. - Compliance & regulatory focus (what to include in the blog’s compliance section): • Federal recordkeeping: emphasize IRS recordkeeping rules and minimum retention timelines (keep employment tax records at least 4 years; maintain supporting documents for purchases, sales, payroll). • Payroll deposit rules: explain monthly vs semiweekly deposit schedules, the $100,000 next-day deposit rule, and the use of EFTPS for federal tax deposits. Note that employers remain responsible even when outsourcing payroll duties (cite Pub 15 guidance). • Sales/use tax: explain that sales tax obligations and filing frequencies vary by state — businesses must register with state revenue agencies, monitor nexus thresholds, and follow state filing frequencies and remittance rules (link and point readers to state-by-state resources such as TaxJar and state revenue directories). • State filings for business entity compliance: explain annual report/franchise tax requirements and foreign qualification obligations. Direct business owners to secretary of state or SBA resources for state-specific filing deadlines, fees, and registered agent requirements. - State-specific guidance (how to present it in the blog): • Give readers a clear ‘How to check state requirements’ step-by-step: (

Identify states where you do business (physical presence, employees, revenue, remote sales); (

Check that state’s Department of Revenue for sales tax registration and filing frequency; (

Check the Secretary of State for annual report/LLC maintenance rules; (

Check state unemployment and withholding rules for payroll; (

Consider using TaxJar/Avalara/TaxAdmin links for consolidated state summaries and automation. • Provide an example callout box

"If you sell in multiple states, register for sales tax where you meet nexus thresholds; file and remit according to each state’s schedule (monthly/quarterly/annual)." - Practical onboarding and service model (what to explain to prospective clients): • Onboarding checklist: collect EIN, bank and credit card logins (or read-only integrations), payroll provider access, merchant processor statements, sales tax registrations and exemption certificates, current chart of accounts, prior-year tax returns, and any loan documents. • Deliverables & cadence: monthly reconciliations and signed close, monthly financial package (P&L, balance sheet, cash flow, AR/AP aging), quarterly review and tax planning, annual close & 1099/W-2 prep support. • Pricing models: value-based (percentage of revenue), fixed monthly retainer based on transaction volume and complexity, tiered pricing (basic reconciliation → full CFO-lite), and add-on fees for catch-up/clean-up work. • Security & data handling: recommend encrypted connections (bank integrations via OAuth or secure APIs), limited access roles, and contracts noting data protection and compliance (SOC2 or similar controls recommended). - Tools, automation and integrations to recommend: QuickBooks Online, Xero, TaxJar/Avalara for sales tax automation, EFTPS for federal deposits, payroll providers (ADP/Paychex/Gusto) and bank/merchant integrations. Emphasize automation for recurring tasks and manual review for judgmental items. - Suggested blog structure and newsletter content (ready-to-use outline):

Headline

Monthly bookkeeping service — keep your LLC compliant and tax-ready every month

Lead

2–3 sentence problem statement for US business owners (missed filings, cash surprises, payroll penalties) 3. What a monthly bookkeeping service does (list the 10 checklist items above) 4. Compliance corner: Federal & state items you must track (link to IRS Pub 15, IRS recordkeeping, TaxJar, SBA)

State-specific callouts

how to check your state requirements + recommended resources

Onboarding & pricing

what to expect and how to budget

Tools & security

recommended stack and data protections

CTA

Free monthly bookkeeping checklist PDF or consultation