Lighthouse Bookkeeping
Monthly Bookkeeping for Service Businesses
Stay on top of your books with consistent transaction categorization, account reconciliation, and clear monthly reports.
Stay on top of your books with consistent transaction categorization, account reconciliation, and clear monthly reports.
Bookkeeping is easier to manage when it follows a routine. We work through the records included in your plan, organize income and expenses, and follow up on questions that need your input.
Transactions should have categories that make sense for your work. We distinguish customer income, operating expenses, transfers, and owner activity based on your records and account structure.
We compare the bookkeeping records with your statements and investigate differences. Missing documents or unanswered questions are identified so they can be resolved rather than quietly carried forward.
Your reports help you see performance and financial position. A profit and loss statement shows activity over a period. A balance sheet gives a view of assets, liabilities, and equity at a point in time.
Provide statements and supporting documents through the process we establish together, and respond to transaction questions. Complete records help the month close more smoothly.
If prior periods are missing or balances need correction, cleanup may come first. We scope that work separately before moving into a recurring monthly routine.
A steady monthly rhythm is what keeps books from falling behind. Here is the general shape of a month of bookkeeping.
You share statements and supporting documents through the process we set up together.
Transactions are organized into categories that match how your business actually operates, and unclear items are flagged.
Bank and credit card accounts are compared with your statements so the records can be relied on.
Reports included in your plan are prepared from reconciled records, and open questions are listed so they can be answered rather than carried forward.
Yes. Monthly bookkeeping is delivered remotely for clients across the United States.
Your agreement defines account and transaction limits, reports, communication, and any additions.
We discuss what is available and identify unresolved items. Reports should be read with an understanding of any missing information.
Timing depends on when complete records and answers to questions arrive, so we agree on a practical schedule during setup rather than promising a fixed date.
Plans reflect monthly transaction volume and the number of accounts. You can see current plan details on the pricing page.
Talk with us. We can review your volume and accounts and discuss whether a different plan fits.
Lighthouse provides bookkeeping and reports. Tax preparation and filing are separate services handled by a tax professional, and organized records make that work easier.
Related: Monthly bookkeeping checklist
Start with a free conversation about your records, reporting needs, and the support that fits.