Collect
Gather bank, card, invoice, bill, and source document activity.
Monthly bookkeeping
A steady monthly process for keeping the books current.
BIEx provides recurring bookkeeping support for small businesses that need organized transactions, reconciled accounts, and timely reports without hiring in house.
What is included
Monthly work that supports better owner visibility.
- Transaction categorization and review
- Bank and credit card reconciliation
- A/R and A/P activity support when included in scope
- Fixed asset and depreciation support for qualifying purchases
- Month-end review and basic financial statement preparation
- Owner-level notes on cash, receivables, expenses, and profitability
Best fit
Monthly bookkeeping is a good fit when the business is active, the owner wants dependable financial routines, and the books need to be ready for tax preparers, lenders, or management decisions.
Monthly cadence
How the work typically moves.
Review
Code transactions and ask clear questions on items that need owner input.
Reconcile
Tie bank and credit card activity back to statements and resolve differences.
Report
Deliver monthly reports with plain notes on what changed and what needs attention.
Monthly support
Build a bookkeeping routine you can rely on.
Start with a consultation so BIEx can understand your accounts, transaction volume, and reporting needs.