Core Services
At On The Money Accounting, we help business owners maintain clean, accurate books through monthly bookkeeping, cleanup/catch-up support, and Xero setup or conversion. Whether you are managing investment properties or running a service-based business, our goal is to give you dependable financial records, a consistent monthly close, and clearer insight into where your business stands.
Monthly Bookkeeping
Ongoing bookkeeping support designed to keep your books current, organized, and reliable month after month.
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Transaction categorization and review
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Bank and credit card reconciliations
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Monthly financial statements
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Organized month-end close
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Follow-up on missing information or uncategorized items
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Books maintained in Xero, with support for conversion if needed
Cleanup/Catch-Up Bookkeeping
Behind on your books or dealing with disorganized records? We can help bring your bookkeeping up to date and get everything cleaned up so you can move forward with confidence.
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Catch-up bookkeeping for prior months
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Cleanup of miscategorized or incomplete transactions
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Reconciliation of accounts
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Review and organization of the bookkeeping file
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Preparation for ongoing monthly service
Xero Setup or Conversion
Whether you are starting fresh or moving from another accounting system, including QuickBooks, we can help set up a Xero file that supports cleaner processes, more useful reporting, and smoother monthly bookkeeping.
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New Xero file setup
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Chart of accounts design or refinement
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Support transitioning from current accounting software
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Initial setup designed for smoother monthly bookkeeping
What You Can Expect
Our monthly bookkeeping services are designed to give you more than completed reconciliations. We help create a consistent, organized bookkeeping process so your records stay current, your financial reports are easier to understand, and you are not left guessing at your numbers.
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Accurate, up-to-date books
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Consistent monthly closes
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Financial statements you can review with confidence
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Better visibility into your business finances
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Organized records to support tax preparation and year-end reporting
Who We’re a Good Fit For
We work best with business owners who value accuracy, responsiveness, and organized financial records.
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Businesses that want ongoing monthly bookkeeping support
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Owners who want clean, decision-ready financials
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Clients who keep business and personal finances separate, or are ready to do so going forward
Common Questions About Our Bookkeeping Services
Monthly bookkeeping typically includes transaction categorization, bank and credit card reconciliations, month-end close support, financial reporting, and follow-up on missing or uncategorized items.
Yes. We can help with cleanup or catch-up bookkeeping first, then move you into a consistent monthly bookkeeping process once the books are organized and stable.
Yes. We primarily work in Xero and can help with Xero setup or conversion from other accounting software, including QuickBooks, when appropriate.
Want more detail?
Visit our bookkeeping FAQs, learn more about bookkeeping for real estate investors, or see how we support service-based businesses.