Financial Clarity Monthly

“Your numbers organized, every month, without overwhelm.”

If your bookkeeping needs are straightforward but you still prefer professional management, consider our Monthly Bronze bookkeeping service. This option is ideal for businesses doing around 40 transactions or less per month, or Gross Sales per year below $300,000, with 3 or fewer checking or credit card accounts and under 40 transactions each month. It's often used by small companies that require monthly and annual financial statements for tax preparation and periodic oversight. Should you need to add more transactions or accounts, this can be done for an additional fee or via a change order invoice. You can begin with this service and upgrade to our more comprehensive programs as your needs grow. Since running a business is demanding, let our experienced team handle the bookkeeping and accounting responsibilities for you.

BENEFITS: Monthly Momentum. Consistent Clarity. Smarter Decisions. Perfect for small business owners who want consistent financial clarity and confidence, month after month.

■ Consistent Financial Clarity

A steady monthly rhythm of bookkeeping and review keeps your numbers clean, clear, and ready for decision-making.

Includes: Monthly Bookkeeping, Cash Basis Accounting, and Accountant Review

■ Personalized Support and Oversight

Your dedicated bookkeeper and review manager ensure accuracy and compliance while keeping your financials organized.

Includes: Dedicated Bookkeeper + Accountant Review Manager

■ Simplified Systems and Smooth Operations

Your Qount client portal and HubDoc integrations keep your accounting connected and automated.

Includes: Client Portal Access + HubDoc + Document Attachment in QuickBooks

■ Ready for Tax Time and Growth

Your books stay tax-ready and structured to scale as your business grows.

Includes: Year-End Financial Reports + Reconciliations + Secure Document Storage

■ Built for Growing Small Businesses

Ideal for businesses with up to 3 accounts, around 40 transactions per month, or under $300K in annual revenue.

Includes: Up to 3 Bank or Credit Card Accounts + Scheduling Assistant

PRICING

$495 paid Monthly (service done Monthly)

We do the work monthly for the previous month’s activity. We charge for the service Monthly or Weekly. You can either pay $495 on the 1st of each month to receive the services below for that month, or pay $115 weekly on Mondays.

This program is the annual value of $5,940. Less than hiring 1 part-time person.

We offer a 10% discount off the annual total if a 1 year commitment is made.

Services Included in the Bronze Monthly Program:

• Monthly Bookkeeping Services

  • Full details here.

    
    

• Bookkeeping (done once a month for the previous month's activity)

  • Posting all transactions and receipt paperwork received each month and matching to bank feed transactions. Ensuring all transactions are posted before any monthly reporting goes out. We will get month end reports done by 20th of the month. Full details here.

    
    

• Cash Basis Accounting

  • Cash Basis Accounting recognizes income and expenses when they are received and paid. This is best for companies that only need to see "after the fact" record keeping, not real-time or what may be paid in the future. Cash Basis accounting is included in the Bronze service. Full details here.

    
    

• Team Support

• Month-End Financials (done by 20th in Bronze)

  • We will post all transactions, reconcile all banking, credit card, and loan accounts, and create financials by the 20th of the month. Reports are uploaded to the client portal for your review and reference. These include a Profit & Loss, Balance Sheet, and General Ledger. Full details here.

• Bank, Credit Cards, & Loan accounts reconciled (only 3 included in Bronze)

  • Up to 3 bank and credit card accounts are included in the Bronze program for transaction posting and monthly reconciliation in QuickBooks Online. Additional accounts are billed separately. Discounts may apply when limited bank login access is provided or when statements are uploaded on time. Full details here.

    
    

• 40 Transactions per month Included

  • 40 Transactions per month are included in this program. These include transactions like expenses, deposits, journal entries, invoices, bills, etc. This is based in your average transactions over 90 days. If your average total transactions exceed 40 per month, then we may need to include additional transaction add-on fees to cover the additional transactions if they result in additional complexity in your accounting. Full details here.

    
    

• Ideal for businesses doing Gross Sales at or below $300,00

  • Ideal for businesses doing Gross Sales per year at or below $300,000. Full details here.

    
    

• Response time (asynchronous timing in Bronze - when we get to it)

  • We will acknowledge receipt of your message, but we may take some time to follow up with the answer. In other words, our response to your message won't be at the same time as your request. We also encourage you to book a once a month meeting with us to be held via Zoom. If you prefer to communicate by email, the Email Communications Add-On is available with signed liability terms. Full details here.

    
    

• 1 hour per Month of Live Remote Video Support in the Bronze Program to review financials

  • You may book up to 1 hour per month of live video meetings with our team to go over your month-end financial and year-to-date financial review, year-end tax planning, or other business concerns that are within the scope of your engagement. Full details here

    
    

• 1099’s x 3  FEDERAL filings per year

  • 1099 compliance is included in your bookkeeping. We track eligible vendors, collect W-9s, prepare forms for approval, then e-file and securely send them to vendors. The Bronze plan includes up to 3 federal 1099 filings, with additional filings billed separately. Full details here.

    
    

• Client Portal online

  • Your client portal, powered by Qount for A Bigger Bottom Line, gives you a secure place to message our team, send quick SMS questions, manage To Do’s, access documents, complete eSignatures, use the shared access vault, and view billing updates. It also provides mobile access and organized support to keep your information secure and year-end ready. Full details here.

    
    

• Client Training Hub & Client Accounting Manual

  • Our Client Training Hub and Client Accounting Manual are resources we give all clients to allow for a smooth onboarding process with us while also providing many resources to help your business stay efficient and in compliance! Full details here.

    
    

• Reconcile Bank, Credit Card, and Loan accounts monthly to statements provided

  • As part of our Professional Accounting Services, we reconcile your bank and credit card accounts each month and prepare standard financial statements. We also review bank feeds monthly to keep your books aligned with live balances, then complete a formal month-end reconciliation against your statements to confirm accuracy and prevent errors over time. Full details here.

• Provide Year-End Financials to your Tax Preparer or CPA

  • Your year-end financials will be completed in late February on your tax filing basis. After your approval, we will close the books and send the finalized reports to your CPA or tax preparer. If adjusting entries are needed, we can reopen the books, post the entries, and close them again so your financials tie to your tax return. Full details here.

• HubDoc Subscription included

  • HubDoc subscription included to fetch statements, forward email receipts, and upload documents for remote bookkeeping. HubDoc is a 3rd party software that you will have access to in order to securely forward up your paperwork. Full details here.

    
    

• Attach all source documents and receipts received to transactions for reference. Posted monthly in the Bronze program. 

  • Sync Receipts, Bills, and Check Images to each QuickBooks transaction from paperwork sent to HubDoc or uploaded to the client portal. This way, your transactions in QuickBooks are always backed up with their source document for reference. Full details here.

    
    

• Custom Forms for Business Management (Cognito)

  • You will receive custom forms for key business needs, including an Expense Reimbursement Form, New Vendor Agreement and W-9 Request, Payroll Status Change Form, New Hire Forms, and a secure Bank or Credit Card Information Request Form. Links to these forms will be stored in the Vault area of your client portal for quick access. Full details here.

• 5 hours of total effort are included in the scope of the Bronze monthly service

  • Included in your Bronze services are 5 hours per month total in scope effort included in the program each month, between the 4 hours for your internal dedicated bookkeeper, accountant reviewer, Scheduling assistant, and Client Manager working hours. Plus your 1 hour of advisory live meetings. Should we exhust this time limit due to addtional requests that month or out of scope project work, we will let you know and pause your services until the next month. If you approve us to keep working we will charge all dedicated intenral staff hours out at $75 per hour and all Client Manager CFO Advisor time out at $150 per hour. These addtioanl hourly fees will be sent as change order invoices for your payment and approval either via our system our yours. These will be outside of your subscription charges. Hours are not a guarantee of time, but a reflection of the effort typically required when a client is properly scoped. Hourly effort ranges are provided for internal capacity planning and client scope evaluation purposes only. ABBL services are value-based and outcome-driven, not billed by the hour. Exceeding typical effort ranges may indicate the need for a scope adjustment, add-on service, or program upgrade.

    
    

  • Additional hours will be charged out as a change order beyond this time. Hours will be charged at $150 per hour for Live Support video meetings and principal accountant time, and $75 per hour for work done by bookkeepers. If the bronze program is a good fit, then you should not receive change orders. However, if you are receiving regular change orders in this program, it is a sign that you should be in one of our higher-tier programs. 

    
    

• Initial 1st time Clean Up / Set Up project Discounted by 30% if MONTHLY BRONZE Ongoing services are chosen for a 2 month minimum commitment

  • Special Offer: Receive 30% off your one-time cleanup or setup project when you enroll in Bronze Monthly ongoing services with a 2-month minimum commitment. This includes cleanup or setup, error correction, reconciliations, chart of accounts structuring, and organized financials ready for monthly service. Full details here.

    
    

• QuickBooks Online Simple Start Software Requirement (or higher)

  • ABBL requires QuickBooks Online for its services. Bronze requires QuickBooks Simple Start or higher, though Essentials is often the better fit. QuickBooks Online is not included in ABBL’s service fees and may be paid directly by the client or included in monthly billing through ABBL. A 30% lifetime software discount may be available if ABBL sets up your file. Full details here.

Book a Free Consultation to get your exact pricing for this program and any other additional services you may need.

Click here to see our Pricing comparison table.

OnGoing Bookkeeping Services

How it Works

https://www.abiggerbottomline.com/ongoing-services

Can not be combined with a CashFlow Advisory service. Must upgrade to Daily or Weekly bookkeeping in order to receive CashFlow Advisory support.

Can be combined with Budgeting advisory services which are performed quarterly after the books are finalized. 

This is NOT a daily bookkeeping program. This is an annual program which means Transactions will accrue during the YEAR and will be posted and or reconciled ONCE a YEAR before the annual basic financials are posted in the client portal for review. This means your books will be up-to-date only ONE day each year (the day you receive your annual financials for the previous year). If you need your transactions posted daily please choose the Platinum program. If you need them posted weekly please choose the Gold Weekly program, if needed monthly please choose the Bronze program.*

This program does NOT include any annual Income Tax Filing Services for 1040, 1065, or 1120 tax forms. Your outside CPA or Enrolled agent will be responsible for your income tax returns and you will be billed separately from A Bigger Bottom Line for any income tax preparation and filings. You are required to pay for and handle all your own payroll taxes. We can help you send 1099’s at year-end using QuickBooks for an additional fee per 1099. We will work with your designated CPA to provide year-end financial statements and or access to your QuickBooks Online file for review.******