Reconcile monthly
Compare bank and credit-card activity to the books and surface missing, duplicate, or unclear items.
Decision-ready books · recurring support
Monthly Books That Support Decisions—not Just Filing.
Keep bank and credit-card activity reconciled, owner transactions organized, financial statements current, and the tax conversation connected throughout the year.
01
Monthly reconciliations
02
Financial statements + balance-sheet review
03
Tax-planning and return coordination
Reliable numbers
Bookkeeping is the operating foundation for planning.
Current books support tax projections, cash-flow decisions, financing, payroll, owner compensation, and a cleaner year-end process. SetRight positions monthly bookkeeping as an organized financial system—not commodity data entry.
Review the balance sheet
Track cash, cards, loans, assets, liabilities, clearing accounts, and prior-period balances—not only income and expenses.
Organize owner activity
Separate payroll, draws, distributions, contributions, reimbursements, and loans for professional review.
Deliver financial statements
Provide consistent profit-and-loss and balance-sheet reporting with open questions and limitations made visible.
Coordinate tax planning
Use current records for estimates, projections, entity review, compensation questions, and year-end decisions.
Prepare for the return
Reduce filing-season reconstruction by keeping accounts, payroll, assets, and owner activity organized throughout the year.
From cleanup to recurring
Start with the condition of the file.
Diagnostic
Confirm platform access, periods, accounts, reconciliations, payroll, loans, and prior-return alignment.
Cleanup when needed
Define a separate recovery scope for missing or unreliable prior periods.
Monthly close
Reconcile, review, resolve questions, and produce statements on the agreed schedule.
Planning and filing
Connect reliable records to quarterly strategy and the annual business return.
The next connection
Books should lead to better decisions.
Explore Tax Planning & Advisory and Business Tax Returns.
Common questions
Before you take the next step.
What is included in monthly bookkeeping?
The exact scope depends on the engagement. A typical service may include transaction review, bank and credit-card reconciliations, balance-sheet review, monthly financial statements, open-item questions, and coordination with tax and payroll work.
Do you clean up old books before starting monthly service?
When prior periods are incomplete or unreliable, SetRight may scope a separate diagnostic and cleanup before monthly service begins.
Does bookkeeping include tax preparation?
Not automatically. Bookkeeping, tax planning, and return preparation are coordinated but separately defined unless the written engagement states otherwise.
Can you work in QuickBooks Online?
Yes. Access, file condition, connected accounts, and the exact responsibilities are confirmed during onboarding.
Is this service only for Florida businesses?
No. SetRight provides secure remote service nationwide, with local appointments available when appropriate from Englewood.
Build the financial foundation