Monthly bookkeeping for service businesses

Monthly Bookkeeping for Service Businesses

Your work is demanding enough. Your books should be clearer.

Linked-do-Books is a 100% remote nationwide bookkeeping practice for consultants, contractors, agencies, and other service-business owners. Human review and plain-language monthly notes keep the records current, reconciled, and understandable—so you spend less time wrestling spreadsheets and more time understanding what the numbers are saying.

A service-business page, not an online-seller plan. If your business runs through Shopify or multiple sales channels, see our e-commerce bookkeeping specialization.

Who we help

Linked-do-Books keeps the books for consultants, contractors and trades, marketing and creative agencies, and other professional service providers. Each month we categorize transactions, reconcile bank and credit-card accounts, keep invoicing and payables moving on Growth and Full-Service, and send your reports with a short plain-language note about what changed.

The Linked-do-Books offer

100% remote, nationwide bookkeeping with human review and plain-language monthly notes.

Our customer-facing services are bookkeeping, e-commerce bookkeeping, Books Clean-Up, and qualified CFO-Lite Advisory. Tax preparation, tax advice, IRS representation, tax-debt resolution, and audit representation are outside our bookkeeping scope or referral-only where noted.

A clear next step

Not sure which starting point fits?

Use the existing contact form to describe what your business needs—current books, a backlog, selling channels, or decision-support questions. The Linked-do-Books team can clarify fit and scope with you, then point you to the relevant next step.

  1. Describewhat you need
  2. Clarifyfit and scope
  3. Choosethe path forward
Talk through your situation Prefer a free health check? Start there

Keep the records current, reconciled, and understandable.

Monthly bookkeeping is the foundation: a consistent way to organize transactions, reconcile the accounts, and read the reports that follow while the records are still useful.

Our workflow is built around that practical rhythm: current records, careful review, and plain-language context you can bring into business decisions and tax-time conversations. Once that foundation is in place, qualified clients who need more decision support can review a separate CFO-Lite Advisory layer.

Less time untangling. More clarity at the close.

Each part of the service answers a common owner question without promising more than the books can support.

01

Fewer spreadsheet handoffs

Technology-assisted workflows organize repetitive bookkeeping work, while human review keeps the close focused on the records that need judgment.

02

Reports you can discuss

Transaction categorization and reconciliation give your Profit & Loss and Balance Sheet a clearer foundation, with context around what moved.

03

A cleaner month-end

Bring recurring bookkeeping tasks into one dependable cadence, so questions surface earlier instead of waiting for year-end.

04

Fewer tax-time surprises

More current records and organized reports create a better starting point for conversations at tax time. Tax filing and tax advice are not included in these bookkeeping plans.

From records to reports, without the mystery.

The work stays practical: get the right records, review the activity, and share a clearer monthly picture.

  1. 01

    Organize the activity

    Transactions are categorized with the business context in mind, not left as a pile of exports to decipher.

  2. 02

    Reconcile the accounts

    Bank and credit-card activity is matched to statements and reviewed so balances have a dependable foundation.

  3. 03

    Read the month

    You receive the reports included in your plan and clearer context about what changed and what to consider next.

Monthly bookkeeping plans

Monthly bookkeeping is the foundation for keeping records current, reconciled, and understandable. Choose ongoing support when your books are ready for a monthly rhythm.

Starter

$249 / month

For very small or simple service businesses that need the basics kept current.

  • Transaction categorization
  • Monthly bank reconciliation
  • Basic Profit & Loss report
Start Starter — $249/month

Full-Service

$649 / month

For more complex service-business books and owners who need the most comprehensive monthly package.

  • Everything in Growth
  • Support for more complex books
  • Our most comprehensive monthly package
Start Full-Service — $649/month

Start with Books Clean-Up, then build the monthly rhythm.

Clean-Up is a focused, one-time project for overdue records. Once the books are current, continue with Starter, Growth, or Full-Service monthly bookkeeping.

Read the full Books Clean-Up options

Need decision support after the books are current?

Qualified clients can review the existing CFO-Lite Advisory scope: cash-flow forecasting, basic KPI tracking and reporting, one short monthly strategy call, and tax referrals to independent licensed tax professionals (no tax planning or tax advice). It builds on clean, current books and stays separate from routine monthly bookkeeping.

Review CFO-Lite Advisory — $1,250/month

Is this the right page for your business?

Who is this for?

It is for service-business owners—such as consultants, contractors, agencies, and professional service providers—who want ongoing bookkeeping support. It is not the specialized plan for online sellers with inventory, payouts, and multiple sales channels.

What if my books are not current?

Books Clean-Up may be the better first step. It is a separate, one-time project designed to bring overdue records current before ongoing monthly work.

Does this include tax preparation?

No. These are bookkeeping plans. They organize records and reports to support better tax-time conversations, but tax filing, tax advice, and legal advice are outside this page's scope.

What reports will I get each month?

Starter includes a basic Profit & Loss report. Growth and Full-Service include detailed monthly financial reports, including a Profit & Loss statement and Balance Sheet. Every plan includes a short plain-language note about what changed and what to look at next.