Monthly Bookkeeping Services
AccTax keeps your business books accurate and up to date every month, so you always know where your money is going and your records stay ready for tax time.
This service is built for Ontario small businesses that want their transactions recorded, their accounts reconciled, and their financial reports delivered on a predictable schedule, without hiring an in house bookkeeper.
Get a Bookkeeping Quote →
Bookkeeping Keeps Moving to the Bottom of the List
Underneath all of it is the same problem, there's no time left to actually review the numbers and use them to make decisions.
What Is Included in Monthly Bookkeeping?
Monthly bookkeeping covers every part of keeping your business records current and accurate.
Transaction Recording
Business transactions recorded and categorized accurately throughout the month.
Bank Reconciliation
Your bank activity matched to the books so balances can be trusted.
Credit Card Reconciliation
Credit card purchases and payments reviewed and reconciled.
Income and Expense Tracking
A clearer view of what the business earns and where the money goes.
GST/HST Tracking
Tax collected and eligible credits kept organized for filing.
Monthly Financial Reports
Updated reports delivered on a predictable monthly schedule.
What You Get Every Month
How Monthly Bookkeeping Works
Tell us about your business.
We learn how you operate, what accounts you use, and where your records currently stand.
We review your bookkeeping needs.
We look at your transaction volume, accounts, and any backlog before scoping the work.
We maintain your books each month.
Transactions get recorded, accounts get reconciled, and your records stay current.
You receive updated reports.
Clear, current numbers delivered on a predictable monthly schedule.
Who Is Monthly Bookkeeping For?
Monthly bookkeeping works for businesses that need consistent records without hiring in house staff.
Current monthly books without adding an internal bookkeeping position.
Ongoing records that stay connected to corporate year end work.
Organized business income and expenses kept separate and current.
Client income, expenses, and recurring activity tracked monthly.
Consistent records that keep pace as activity and accounts increase.
Platform payouts and multi channel sales need their own workflow.
eCommerce bookkeeping services →Recurring job costs, materials, and subcontractor activity.
Commission income and property level expenses tracked clearly.
Daily sales, delivery payouts, tips, and payroll reconciled monthly.
AccTax scopes monthly bookkeeping around whichever pattern actually applies to your business.
What If My Books Are Behind?
A lot of businesses that come to us aren't starting from clean books, and that's fine. There's a real difference between ongoing monthly bookkeeping and catch up work.
Once your books are caught up, you move into the regular monthly schedule from there.
Ongoing bookkeeping keeps current records current.
Catch up bookkeeping is a separate, scoped project that brings backlogged months up to date first, based on how far behind things are and what condition your existing records are in.
How Much Does Monthly Bookkeeping Cost?
Monthly bookkeeping pricing depends on several factors specific to your business.
Your exact monthly fee gets confirmed after we review your specific setup in Step 2.
What shapes your monthly fee?
DIY Bookkeeping vs Monthly Bookkeeping
Plenty of business owners handle their own books well, especially early on. The comparison above is meant to help you decide what fits your situation right now, not to talk you out of doing it yourself if that's genuinely working for you.
DIY Bookkeeping
Can work well when activity is simple, transaction volume is light, and you have the time and confidence to keep records current every month.
Monthly Bookkeeping
Makes sense when books fall behind, activity grows, GST/HST becomes harder to track, or you need reliable reports without spending evenings maintaining them.
Why Choose AccTax?
AccTax works with Ontario small businesses on bookkeeping, GST/HST records, and tax filing under one connected process, so your monthly books feed directly into your year end filing rather than needing to be reconstructed separately.
GST/HST Timing
GST/HST registration timing follows CRA's assigned reporting period rules, and we track your filing frequency as part of your monthly bookkeeping so nothing gets missed at deadline time.
Payroll Remittances
Payroll clients get their remittances reconciled against CRA's remittance schedule monthly, not discovered as a problem after the fact.
This page was reviewed for current CRA bookkeeping and record keeping requirements on [date].
Monthly Bookkeeping FAQs
What is included in monthly bookkeeping services?
Monthly bookkeeping includes transaction recording, bank and credit card reconciliation, income and expense tracking, GST/HST tracking, and monthly financial reports, all detailed in the table above.
How much does monthly bookkeeping cost?
Cost depends on your transaction volume, number of accounts, payroll needs, and the current condition of your books. A fixed quote follows a review of your specific setup.
How often should my books be updated?
Monthly is the standard for active small businesses, since it catches errors and cash flow issues early instead of letting them build up until tax season.
Can you take over bookkeeping from my current bookkeeper?
Yes. We review your existing records and transition you onto our monthly process without losing continuity in your reporting.
Can you catch up on books that are behind?
Yes. Catch up bookkeeping is scoped separately from ongoing monthly service, based on your backlog and the state of your records.
Do you handle GST/HST bookkeeping?
Yes. HST collected and eligible credits are tracked monthly and connected directly to your GST/HST filing.
Can you work with my existing accounting software?
Yes. We work within the system you already use rather than requiring a specific platform.
Will my books be ready for year end tax filing?
Yes. Monthly bookkeeping keeps your records organized throughout the year so year end preparation is a formality rather than a project.
Do you provide monthly financial reports?
Yes. You receive updated financial reports on a predictable monthly schedule.
Can you handle bookkeeping for my type of business?
Likely yes. AccTax works with small businesses, incorporated businesses, contractors, eCommerce sellers, real estate businesses, and more, with the scope adjusted to fit how your business actually operates.
Keep Your Books Current Every Month
Tell us about your business and we'll help you understand what bookkeeping support you need.