Full-Service Monthly Bookkeeping Services
Implementation Cost:
$800.00 (Includes 1st Month of Software Subscription)
Monthly Software Subscription Fee:
$25.00 - $235.00
Monthly Service Fee:
$249.00
Service Term:
12 Months
Streamline your finances. Focus on what you do best.
At 614 Associates, our Full-Service Monthly Bookkeeping is designed to take the weight of day-to-day financial management off your shoulders. We provide accurate, dependable, and fully managed bookkeeping solutions tailored to your business—so you can spend less time in the books and more time growing your company.
What’s Included:
Transaction Categorization
Each month, we record and categorize all income and expense transactions to ensure your books stay organized, up-to-date, and aligned with best accounting practices.Bank & Credit Card Reconciliation
We match your bank and credit card statements with your financial records to detect discrepancies, confirm accuracy, and maintain clean, audit-ready books.Monthly Financial Reports
Receive clear, easy-to-read financial statements—including Profit & Loss, Balance Sheet, and Cash Flow reports—to give you full visibility into your business’s performance.Ongoing QuickBooks Support
As certified QuickBooks ProAdvisors, we provide continuous support to address questions, troubleshoot issues, and ensure your bookkeeping system runs smoothly.Communication & Check-ins
We offer regular communication (monthly or as needed) to keep you in the loop, review reports, and discuss anything that may impact your financial records or future planning.
Why It Matters:
Accurate bookkeeping is the foundation of smart business decisions. With 614 Associates managing your monthly books, you'll have:
A real-time understanding of your financial position
Confidence at tax time with clean, compliant records
The ability to identify trends, reduce expenses, and improve profitability
More time to focus on your operations, team, and clients
Our Full-Service Monthly Bookkeeping is more than just data entry—it’s peace of mind.
Whether you're a startup, nonprofit, or growing enterprise, we’ll tailor our services to meet your needs and scale with your success.
Who Is This Service Tailored For?
This service is perfect for busy business owners who want to stay focused on running their business—not managing the books. It’s ideal for those who prefer to outsource their monthly financial tracking to experienced professionals for accuracy, consistency, and peace of mind.
What Is NOT Included?
While our monthly bookkeeping services provide comprehensive financial tracking and reporting, the following services are not included in this standard package:
Payroll Processing
(Setup, running payroll, tax filings, or employee payments)Invoicing & Accounts Receivable Management
(Creating/sending customer invoices, tracking payments, or managing collections)Bill Pay & Accounts Payable Management
(Paying vendor bills or managing payment schedules)Sales Tax Filing & Remittance
(Calculating, filing, or submitting sales tax to local/state agencies)Historical Bookkeeping Clean-Up
(Catching up or correcting past months or years of incomplete/incorrect records)Year-End Tax Preparation or Filing
(Preparation of tax returns or direct filing with tax authorities)CPA or Legal Advisory Services
(Tax planning, business structuring, or legal compliance consultations)Third-Party Software Integrations
(Integrating CRMs, POS systems, or inventory platforms beyond QuickBooks)Inventory Management
(Tracking inventory, COGS adjustments, or product-level reporting)
Important Disclaimers
Client Data Responsibility
Clients are responsible for providing accurate, complete, and timely financial data (e.g., bank statements, receipts, login credentials). 614 Associates is not liable for errors resulting from incomplete or delayed submissions.Scope of Service
This service includes monthly transaction categorization, reconciliation, and standard reporting only. Additional services such as payroll, invoicing, or tax filing must be contracted separately.No Tax Filing or Legal Services Provided
614 Associates does not prepare tax returns or offer tax or legal advice. We recommend working with a licensed CPA or tax professional for those services.Timeliness of Reports
Financial reports are dependent on the timely delivery of client documents. Delays in document submission may result in delayed reporting.Software Subscription Not Included
QuickBooks Online or other accounting software subscriptions are not included in this package. Clients are responsible for maintaining their own subscription.Communication Expectations
Regular communication will be scheduled monthly or as otherwise agreed. Excessive or urgent support requests may be billed separately or require an upgraded service plan.Third-Party Data Limitations
We are not liable for errors or discrepancies caused by third-party platforms or banks (e.g., feed connection errors, delayed bank updates).Record Retention & Backup
While we maintain financial records during our engagement, long-term data storage, compliance, and backups remain the client’s responsibility.Termination & Access
Upon termination of services, all access and permissions to financial software and shared systems may be revoked. Final reports will be delivered upon request.Ethical Standards
614 Associates follows strict ethical standards and does not engage in or support tax evasion, fraudulent reporting, or any unlawful financial activity. All financial data is reported accurately and in compliance with applicable laws and accounting principles.
Our Ethical Commitment
At 614 Associates, we hold ourselves to the highest standards of integrity, accuracy, and transparency in all the services we provide. As bookkeeping professionals, we are obligated—and proud—to operate in full compliance with all applicable financial reporting standards, tax regulations, and ethical guidelines.
We are committed to the following principles:
Accuracy and Honesty: We report all financial transactions as they are presented and do not manipulate data to misrepresent the financial condition of any business.
Compliance over Evasion: We do not and will not engage in, support, or advise on any form of tax evasion or illegal avoidance strategies. Our role is to ensure accurate financial records—not to reduce tax liability through unethical or unlawful means.
Client Accountability: While we provide tools and services to support accurate recordkeeping, the ultimate responsibility for the accuracy and legality of all financial records and tax filings remains with the client.
Confidentiality and Trust: We treat all client information with the utmost confidentiality and professionalism, adhering strictly to privacy and data security policies.
By working with 614 Associates, you are partnering with a team that values lawful compliance, responsible reporting, and ethical service delivery above all else.
Interested In Our Services?
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