Monthly Bookkeeping

Ongoing reconciliations, clear monthly reports, and organized records—delivered on a consistent schedule so you always know where you 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

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

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

Bookkeeping Options for Canadian Businesses

Business owners typically manage bookkeeping in one of three ways. Each option has trade-offs depending on time, complexity, and risk tolerance.

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Professional bookkeeping provides consistent accuracy, predictable costs, and structured processes — allowing business owners to focus on running their business rather than managing financial records.

Who Monthly Bookkeeping in Canada Is Best For

Monthly bank and credit card reconciliations

Accurate transaction categorization

Ongoing maintenance of your QuickBooks Online file

Clear monthly financial reports

Secure, portal-based communication

What's Not Included

Tax preparation or filing

Standalone payroll services

Emergency or same-day bookkeeping requests

New clients start with a File Review to assess your current books.View full pricing details.

Starting at $375/month

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

Frequently Asked Questions

Common questions about our file review service.

What is included in monthly bookkeeping?

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

Who is monthly bookkeeping best suited for?

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.

Ready for organized monthly books?

Book a consultation and we’ll discuss your bookkeeping needs and determine the right package for your business.