Monthly Bookkeeping
& Add-Ons​

Clean books, clear reports, and the
back-office support you actually need.

Your numbers should help you make decisions—not keep you up at night.

Cornerstone CPA provides monthly bookkeeping for small businesses, real estate investors, and nonprofits, giving you accurate books and easy-to-read reports every month. When you’re ready, you can layer on add-ons like bill pay, invoicing support, payroll, and business compliance filings so your entire back office runs smoothly.

Free Discovery Call

Who This Is For

  • Service-based businesses and real estate investors
  • Nonprofits that need clean books for boards, grantors, and auditors
  • Owners who are tired of DIY bookkeeping or chasing down scattered spreadsheets
  • Teams that want their accountant to be a partner—not just a once-a-year file uploader

What’s Included

Monthly Bookkeeping

  • Monthly Profit & Loss and Balance Sheet
  • Bank and credit card reconciliations
  • Adjusting journal entries as needed
  • Chart of accounts review and clean-up
  • Basic review of integrated apps (POS, payment processors, etc.)
  • Books prepared so they tie cleanly into your tax returns
  • (Optional) Preferred pricing on tax services for active bookkeeping clients, if you choose to offer it

Add-Ons

(For Bookkeeping Clients Only)

Add these as you grow and your needs change:

1.

Accounts Payable (Bill Pay)

1. Centralized collection of vendor bills
2. Coding and scheduling payments based on your approval rules
3. Vendor list maintenance and simple vendor-spend summaries

2.

Accounts Receivable (Invoicing Support)

1. Drafting and sending invoices from your accounting system
2. Posting customer payments and matching deposits
3. Monthly A/R aging so you know who still owes you

3.

Payroll
Support

1. Coordinating payroll runs with your payroll platform
2. Updating employee information and pay changes
3. Posting and reconciling payroll entries in your books

Business Compliance Filings

(Licenses & Registrations)

What is it

An add-on for bookkeeping clients where we handle the registrations and renewals that keep your business compliant with the right agencies and tax locales.

Examples

  • City and county business licenses
  • Local B&O / city tax registrations
  • Additional licenses for multiple locations or jurisdictions
  • Registrations or updates with different state or local departments

Pricing – per form, annualized (with bulk discounts)

Pricing is annualized based on how many filings you need in a year—not per “button click.”

For example:

If you have 4 quarterly Department of Revenue (DOR) filings and 1 annual Secretary of State filing, that counts as 5 forms for the year.

1) 1–3 forms per year: $100 per form
2) 4–6 forms per year: $75 per form
3) 7–10 forms per year: $50 per form
4) 11+ forms per year: $25 per form

How it Works

15-Minute Discovery Call (Free)

Quick call to learn about your business/nonprofit and see if we’re a good fit.

Free Discovery Call

Review QBO/ Accounting File

1. Read-only access to your books
2. Prior-year tax return(s) so we can check alignment

Proposal & Onboarding

You receive a clear monthly quote (bookkeeping + any add-ons), then we onboard you with a simple checklist.

PRICING

Monthly Bookkeeping

Average $700+ per month, based on:
1. Number of bank/credit card accounts
2. Transaction volume
3. Complexity (apps, classes, locations, etc.)

Books Evaluation

$250

Credit: If you move forward with Bookkeeping, VFO, or a Finance Systems & Department Review, your $250 is credited toward your first invoice.

Ready to stop stressing about your books?

Book a 15-minute discovery call to see if monthly bookkeeping with Cornerstone CPA is a good fit.

Free Discovery Call
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