Transaction review and categorization
Review and categorize business transactions using a consistent, organized chart of accounts.
Monthly bookkeeping
Reliable monthly bookkeeping for your small business
Corven & Company keeps your books organized, reconciled, and current so you can understand where your business stands without handling the monthly bookkeeping yourself.
Start a conversationA consistent monthly process
Accurate books begin with dependable routines
Monthly bookkeeping is more than categorizing transactions. Each month, Corven reviews account activity, reconciles financial accounts, addresses bookkeeping issues, and completes a structured month-end close.
The result is an organized QuickBooks Online file and monthly financial statements that give you a clearer view of the business.
What’s included
Core monthly bookkeeping services
Bank and credit-card reconciliations
Reconcile the financial accounts included in your service agreement and investigate differences that need attention.
Month-end review and close
Complete a repeatable month-end process designed to keep the books current and identify unresolved bookkeeping issues.
Monthly financial statements
Provide a monthly profit and loss statement and balance sheet based on the completed books.
Bookkeeping support
Routine bookkeeping questions are welcome by email throughout the engagement. One monthly review call is available upon request.
QuickBooks Online bookkeeping
Maintain the agreed bookkeeping records in QuickBooks Online using consistent processes and documentation.
Who it’s for
Designed for straightforward small-business bookkeeping
Corven is best suited for small businesses using QuickBooks Online with straightforward operations and a manageable number of bank and credit-card accounts.
Additional accounts can be accommodated when the overall bookkeeping structure remains within scope. Transaction volume, account count, current record condition, and operational complexity are considered before an engagement is proposed.
Good fit
- QuickBooks Online users
- Service-based small businesses
- Straightforward bank and credit-card activity
- Owners seeking consistent monthly records
- Businesses willing to provide timely statements and supporting documents
Clear scope
Additional needs are evaluated separately
Some bookkeeping and back-office activities require separate scoping and are not included automatically with monthly bookkeeping.
- Accounts payable
- Accounts receivable
- Customer invoicing
- Bill payment
- Payroll reconciliation
- Sales-tax reconciliation
- Catch-up or cleanup bookkeeping
Corven does not currently provide payroll processing, sales-tax return preparation or filing, income-tax preparation or filing, or legal, tax, or investment advice.
Before monthly service begins
A clean starting point
Before recurring service begins, Corven reviews the existing QuickBooks Online file and recent account activity.
If the books are reliable through an agreed starting date, monthly bookkeeping can begin directly. If prior periods contain unreconciled accounts, incorrect balances, duplicate activity, or other material issues, catch-up or cleanup work will be proposed separately before recurring service begins.
Individually priced
A fixed monthly fee based on your books
Monthly services are priced individually based on transaction volume, number of accounts, bookkeeping complexity, and the support required.
Before providing a proposal, Corven reviews recent account activity and, when available, the existing QuickBooks Online file. Once the scope is defined, the client receives a fixed monthly fee for the agreed service.
How it works
A straightforward path to current books
Review
Corven reviews your QuickBooks Online file, recent account activity, and bookkeeping needs.
Scope
You receive a proposal defining the monthly services, responsibilities, and fixed monthly fee.
Prepare
Any required catch-up or cleanup work is identified and handled separately before recurring service begins.
Maintain
Corven completes the agreed bookkeeping process each month and provides your financial statements.
Ready for a more consistent process?
Let’s talk about your bookkeeping
Start with a conversation about your current books, account activity, and the support your business needs.
Start a conversation