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What You Get

Monthly Bookkeeping — Clean Books, Clear Mind.

You get accurate, categorized financials every month — P&L, balance sheet, and cash flow statement — so you always know exactly where your business stands.

Book a 20-minute fit call → View Pricing
Monthly Deliverables
Profit & Loss Statement✓ Delivered
Balance Sheet✓ Delivered
Cash Flow Statement✓ Delivered
Bank Reconciliation✓ Delivered
What's included

Your books, always in order

Monthly Bank Reconciliation

Every transaction across all accounts — checking, savings, credit cards, and merchant accounts — reconciled and categorized accurately each month.

Financial Statement Package

P&L, Balance Sheet, and Cash Flow Statement delivered by the 5th business day of each month, formatted for clarity. Includes a brief written commentary on key trends.

QuickBooks / Xero Integration

We work in your existing QBO or Xero account, or set one up for you. Your data is always yours — we never hold your books hostage.

Accounts Payable & Receivable

Track what you owe and what you're owed. We set up proper A/P and A/R workflows and flag aging items so nothing falls through the cracks.

⏪

Catch-Up Bookkeeping

Behind on your books? We offer catch-up services to bring your records current, regardless of how far back you need to go. One-time fee quoted transparently.

Software We Work With

QuickBooks Online
Xero
Wave (for Basic clients)
FreshBooks
Zoho Books

Get your books in order

Bookkeeping is included in all plans starting at $2,500/month. First month is risk-free.

Book a 20-minute fit call →

How your bookkeeping works

01

Connect Your Accounts

We securely connect to your bank accounts, credit cards, and payment processors (Stripe, PayPal, Square). Read-only access — your money stays in your hands.

02

Daily Categorization

Transactions are reviewed and categorized weekly (not monthly). This catches issues early and ensures month-end close is smooth and fast.

03

Month-End Close

By the 1st of each month, we complete bank reconciliation, review accruals, and prepare your financial package. Any questions are resolved before delivery.

04

Reports Delivered by the 5th

Your P&L, Balance Sheet, and Cash Flow statement land in your portal by the 5th business day of each month, every month. No chasing, no excuses.

Welcome back to your portal
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Advisory Monks Portal
Dashboard
Good morning, Sarah · Monday, 2 March 2026
Upload Message your accountant
Cash Position
$142,350
↑ $8,200 vs last week
Next Deadline
Apr 15
Federal Q1 estimated tax
Reports Ready
3
February pack + 2 others
Open Items
2
Documents requested
Weekly Cash Report
● Live · March 2, 2026
Cash Balance
$142,350
↑ $8,200 since last Monday
Projected EOW
$138,100
After payroll & vendor pmts
THIS WEEK · MOVEMENTS
↑ Client payment — Apex Design +$22,000
↓ Bi-weekly payroll run -$11,400
↓ AWS + SaaS subscriptions -$2,400
8-WEEK CASH TREND ($K)
J3
J4
F1
F2
F3
F4
M1
M2
Prepared by Akash Ukil · Advisory Monks Consulting · Every Monday 9am ET
Recent Reports
View all →
February 2026 Financial Pack
P&L · Balance Sheet · Cash Flow · Owner Dashboard
New ⬇
Q4 2025 Board Pack
CFO Narrative · KPI Summary · 13-Week Forecast
Ready ⬇
January 2026 Financial Pack
Delivered Feb 10, 2026
Ready ⬇
Payroll Summary — Q4 2025
W-2 & 941 reconciliation
Action ⬇
Upcoming Deadlines
All →
Mar
15
Form 941 — Q4 2025
Federal payroll tax deposit
13 days
Apr
15
Q1 Estimated Tax
Federal + CA state payments
44 days
Apr
15
1120S / 1065 Filing
Corporate income tax return
On track
Jun
15
Q2 Estimated Tax
Federal payment
On track
Messages
All →
SC
Akash Ukil
Your February pack is ready! Revenue up 14% — full commentary inside...
9:02am
RK
Rajan Kumar
I need your Q4 bank statement for the final account (Chase ×8821). Can you upload by Thursday?
Yesterday
NV
Neha Verma
Your 941 is filed and confirmed. IRS acknowledgment attached.
Feb 28
Recent Activity
February Financial Pack uploaded & ready to view
Today 9:05am
Document requested — Chase Q4 statement needed
Yesterday
Invoice #AM-2026-0054 generated — $5,000
Mar 1
Form 941 filed and IRS acknowledgment received
Feb 28
January books reconciled and locked
Feb 5
All Reports & Financial Packs
2026
February 2026 Financial Pack
Delivered March 2, 2026 · P&L · Balance Sheet · Cash Flow · Dashboard
New⬇
Q4 2025 Board & Investor Pack
Delivered January 5, 2026 · CFO Narrative · KPIs · 13-Week Forecast
Ready⬇
January 2026 Financial Pack
Delivered February 10, 2026
Ready⬇
2025
December 2025 Financial Pack
Delivered January 10, 2026
Ready⬇
November 2025 Financial Pack
Delivered December 10, 2025
Ready⬇
Q3 2025 Board & Investor Pack
Delivered October 5, 2025
Ready⬇
Invoices
All payments current ✓
Year to Date
$10,000
Monthly Rate
$5,000
Balance Due
$0.00
InvoiceDateAmountStatus
#AM-2026-0054
Mar 1, 2026
$5,000
Due Apr 1
#AM-2026-0041
Feb 1, 2026
$5,000
#AM-2026-0028
Jan 1, 2026
$5,000
#AM-2025-0112
Dec 1, 2025
$5,000
#AM-2025-0099
Nov 1, 2025
$5,000
Upload Document
Click to upload or drag & drop

PDF, Excel, CSV, images up to 50MB · Encrypted

All Documents
14 files
TAX DOCUMENTS
2024 Form 1120S — Federal Return
Filed April 15, 2025 · PDF · 24 pages
⬇
2024 CA Form 100S — State Return
Filed April 15, 2025 · PDF · 18 pages
⬇
2024 W-2 Pack — All Employees
Issued January 31, 2025
⬇
COMPANY DOCUMENTS
Advisory Monks Consulting SOW 2025
Signed October 15, 2024 · DocuSign
⬇
Certificate of Formation — Meridian Tech LLC
Delaware · March 2022
⬇
Full Compliance Calendar — 2026
MARCH 2026
Mar
15
Form 941 — Q4 2025
Federal payroll tax return · IRS
13 days
Mar
25
Payroll Data Due to AMC
Please upload February payroll by this date
Action
APRIL 2026
Apr
5
Bank Statements Due
March statements — all accounts
Client Action
Apr
15
Q1 Estimated Tax Payment
Federal Form 1040-ES + CA 540-ES
On track
Apr
15
1120S / Corporate Return
Federal income tax return · IRS
In progress
JUNE 2026
Jun
15
Q2 Estimated Tax Payment
Federal + CA payments
On track
SEPTEMBER 2026
Sep
15
Q3 Estimated Tax Payment
Federal + CA payments
On track
Conversations
SC
Akash Ukil · Co-founder
Your February pack is ready! Revenue up 14%...
Today 9:02am
RK
Rajan Kumar · Senior accountant
I need your Q4 Chase bank statement...
Yesterday 3:15pm
NV
Neha Verma · Payroll
941 filed and confirmed. Ack attached.
Feb 28
SC
Akash Ukil
● Online · Your dedicated accountant
SC
Hi Sarah — your February financial pack is ready! Revenue came in at $186,400, up 14% vs January. Gross margin held at 58%. I've left some commentary in the Owner Dashboard section that I think you'll find useful before your board meeting. Let me know if you'd like to walk through it.
Today · 9:02am
SC
Thanks Akash! That's great news. Yes, let's do a quick walkthrough — I'll send a calendar invite for Thursday morning if that works.
Today · 9:18am