Call Us: 720-295-4272

Monthly Bookkeeping

What it is:

When you sign up for Trailhead Accounting Solutions monthly bookkeeping service, your business will be assigned your own accounting team, consisting of a QuickBooks bookkeeping specialist and a controller. Together they will maintain your bookkeeping system using QuickBooks Online or Xero.

How It Works:

Relax knowing you have a team of accounting experts on your side. You will simply send us your financial documents. Your QuickBooks bookkeeping specialist will code your cash transactions and reconcile your bank and credit card accounts. Then your dedicated controller will look over your books for accuracy and prepare your monthly reports.

What you get:

You should expect to feel a sense of relief after handing over your bookkeeping tasks. Instead of stressing over learning QuickBooks, you will receive a monthly financial reporting package that will include the reports listed below. Upon your request, we can schedule monthly or quarterly financial meetings with your dedicated controller to go over the reports and talk about your exciting business plans.

    Financial Reports

  • Balance Sheet
  • Income Statement
  • Reconciled General Ledger

  •     Management Reports

  • Accounts Receivable Aging Report
  • Accounts Payable Aging Report
  • Check Register
  • Cash Receipts Journal
  • Cash Flow Reports

  • Monthly Bookkeeping Cost:

    We understand every business is unique, so we work with you to create a custom package designed to fit your specific needs. We offer flat monthly rates, no surprise bills!

    Monthly Bookkeeping Packages Starting at $400/month**.


    Ready to get started?

    Give us a call at 720-295-4272
    or michelle@TrailheadAccounting.com

    I don’t think our books are accurate or up-to-date. I just want good info to help me manage my business.


    **Packages starting at $400/month. Pricing is dependent on number of transactions, complexity of transactions, and types of services you choose.


    Bookkeepers serving Arvada, Berthoud, Boulder, Broomfield, Denver, Golden, Erie, Lafayette, Lakewood, Longmont, Louisville, Loveland, Thornton, Westminster. Not in Colorado? No worries, neither are most of our clients. Technology allows us to serve clients throughout the US!