SERVICES · MONTHLY ACCOUNTING
Monthly accounting that keeps your books current.
Your transactions categorized, your accounts reconciled and your financial statements kept current — so you know where the business stands without waiting for tax season.
What’s included.
Transaction categorization
Every transaction recorded to the right account, month by month.
Account reconciliations
Bank, credit card and other accounts reconciled to their statements.
Financial statements
The statements your business needs, as often as you need them — both set in your engagement.
Regular accounting support
Questions about your books answered as they come up.
Starting price.
- 01
Monthly Accounting
From $400/moTransaction categorization, account reconciliations, financial statements and regular accounting support.
- 02
Accounting + Tax + Planning
From $900/moMonthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.
Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms
Starting prices. Your scope and price are agreed in writing before work begins.
What affects the price
- How many transactions you have each month
- How many entities are included
- The reporting you need
Who it suits.
You would rather run the business than keep the books.
The monthly work is handled for you, and you receive financial statements you can use to make decisions.
You want numbers you can act on during the year.
Current statements show how each month performed while there is still time to respond, not months later.
Tax time shouldn’t be the first look at the year.
When the books are kept current all year, the return starts from numbers that are already reconciled.
How onboarding works.
A conversation
Tell us about your business or situation and what you need from your numbers. There is no obligation.
Scope and price in writing
You receive an engagement letter setting out the work and the fee before anything begins.
Access and records
You provide access to your accounting software and your bank and card statements, along with recent financial statements and tax returns.
The first month closed
The books are brought current from the agreed start date and your first financial statements are delivered. From then on, each month follows the same routine.
Common questions.
Which accounting software do you work with?
Brent works in the software you already use, or recommends a setup if you don’t have one.
What if my books are behind?
That is common, and it is scoped before work begins. Bringing the books current is priced separately from the monthly fee, so you know the full cost up front.
Does monthly accounting include my tax return?
Monthly Accounting covers the books and the statements. Business and owner returns and year-round tax planning are included in Accounting + Tax + Planning, shown above.
Can I switch from my current accountant?
Yes, at any point in the year. The records move with you, and the transition is planned before any work begins.
Meet Brent Tucker, CPA.
Licensed CPA · 10+ years in public accounting · Member, AICPA and MICPA
Brent built his career at a boutique accounting firm and a large national accounting and advisory firm, serving hundreds of business owners and individuals in legal, medical, real estate, hospitality and professional services.
More about BrentGET STARTED
Let's talk about your numbers.
Tell us a little about your business or situation, and Brent will reply personally. No office visit needed — meetings are by phone or video, wherever you’re based.
Call 888-762-4370 · Email brent@brenttuckercpa.com · Prefer to pick a time? Book a consultation online