Monthly Bookkeeping Services
Accurate, reliable bookkeeping — every single month.
Running a business is tough enough without worrying about whether your books are accurate. At Synergy Bookkeeping, we take the stress out of managing your finances by delivering clear, dependable monthly bookkeeping tailored to your business or nonprofit.
Why Monthly Bookkeeping Matters
Stay compliant and tax-ready year-round
Always know where your money is going
Improve cash flow and financial decision-making
Save time so you can focus on running your business
Gain peace of mind knowing your books are always up to date
What’s Included in Our Monthly Bookkeeping
When you work with Synergy Bookkeeping, you get more than just data entry. Our monthly bookkeeping service includes:
Transaction entry & categorization → every dollar accounted for correctly
Bank & credit card reconciliations → catch errors, prevent fraud, stay audit-ready
Monthly financial reports → balance sheet, income statement, and cash flow statement delivered regularly
Ongoing support → ask questions anytime; we’re here as your financial partner
QuickBooks expertise → as Certified QuickBooks ProAdvisors, we know how to keep your system accurate and streamlined
Who It’s For
Our monthly bookkeeping service is perfect for:
Small businesses that have outgrown DIY bookkeeping
Service-based businesses like consultants, law firms, and medical practices
Nonprofits that need transparent, accurate records for boards, donors, and compliance
Why Choose Synergy Bookkeeping?
Over 30 years of experience in business and technology
Special expertise in supporting nonprofits
Trusted by clients locally in Santa Barbara and nationwide
Get Started Today
Ready for stress-free bookkeeping? Schedule your free 15-minute consultation and see how easy it is to take bookkeeping off your plate.