What's Included in Our Monthly Accounting Services
Monthly accounting is an ongoing service, not a one-time cleanup. Each month, your dedicated team closes your books and walks you through numbers you can actually make decisions from. Every engagement includes:
- Transaction entry and categorization, kept current so your numbers are never months behind
- Bank and credit card reconciliations across all your accounts
- Monthly profit and loss statement, balance sheet, and a company health summary
- Monthly reporting and health score review of the business, typically in a recorded video
- A phone call to discuss monthly reports and client questions, as needed
- A monthly one-on-one meeting to review your reports and answer questions
- Payroll handling and tax compliance
- An annual tax strategy session
- Your year-end business tax return, already included in the monthly fee rather than billed as a lump sum in tax season
You also get a real team, not a single overloaded bookkeeper: a dedicated bookkeeper, an account manager, and a tax accountant who all know your business. Nothing is outsourced overseas. Every part of your accounting is handled by our team in Acworth.
It Starts With a Conversation
If you have an in-house bookkeeper, our Collaborative Service reconciles all accounts, verifies transactions are entered accurately, and delivers the same reports, meetings, payroll, and tax services. If you don't, our Full-Service Accounting handles the transaction entry too. Either way, you get CPA-level oversight of your books.
Bookkeeping vs. Monthly Accounting: What's the Difference?
Bookkeeping is the recording work: categorizing transactions, reconciling accounts, and keeping records accurate. Monthly accounting builds on that foundation with financial statements, monthly report reviews, tax planning, and a year-end return, so you know not just what happened in your business, but what it means and what it will cost you in April. At Pantana CPA, both are part of one monthly engagement handled by one team.
Serving Established Businesses in Acworth and Northwest Metro Atlanta
Our office is on Highway 92 in Acworth, and our monthly accounting clients are established business owners across Acworth, Kennesaw, Woodstock, Cartersville, and Marietta, typically doing $1M to $10M in annual revenue. We work with businesses in construction, logistics, manufacturing, consulting, and other industries where transaction volume and complexity make accurate monthly books essential.
What Monthly Accounting Costs
For most of the businesses we work with, monthly accounting runs roughly $800 to $2,300 per month as a single all-in fee that already includes your year-end business taxes. Simpler businesses sit near the low end; higher-volume or more complex ones run higher. You can estimate your fee in under two minutes with the calculator on our pricing page, or schedule a call for a quote specific to your business.