Monthly Bookkeeping & Reconciliation
Overview
Monthly bookkeeping and reconciliation is the foundation of a financially healthy business. Kunze Bookkeeping manages your income and expense records, reconciles every bank and credit card account, and ensures your books are accurate and up to date at the end of every month. This ongoing service eliminates the guesswork from your finances and gives you reliable data to make confident business decisions. We handle the detail work so you can focus on what you do best.
What to Expect
- Account Reconciliation: Every bank account, credit card, and line of credit is reconciled monthly against your statements to catch discrepancies and ensure every transaction is accounted for.
- Transaction Categorization: All income and expenses are categorized accurately according to your chart of accounts, giving you a clean and consistent record for reporting and tax purposes.
- Monthly Close Process: We close your books at the end of each month with a thorough review pass to verify accuracy before delivering your reports.
- Error Identification and Correction: If we identify historical errors or missing entries, we document and correct them so your records reflect a true and complete picture of your finances.
Benefits
Accurate Records Every Month
You always know your books are current and correct, not catching up at the end of the year.
Plain-Language Reporting
Monthly reports are presented in a clear, readable format — not raw data dumps that require an accounting degree to understand.
Peace of Mind
With your reconciliation handled by a detail-oriented professional, financial stress is significantly reduced.
Our Process
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Step 1 — Connect Your Accounts
We securely access your accounting software and link your bank and credit card accounts for transaction import.
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Step 2 — Categorize and Reconcile
Each month, we categorize every transaction, reconcile all accounts, and review for errors or anomalies.
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Step 3 — Review and Deliver Reports
A complete set of monthly financial reports is prepared and delivered to you in a clear, readable format.
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Step 4 — Ongoing Support
We remain available to answer questions about your reports and coordinate with your CPA or tax preparer as needed.
Book Your Free Consultation
Pick a time that suits you on the calendar, or call us and we will review your current setup with no obligation.
Request Free Consultation
Pick a time that suits you — the calendar shows every open slot. Every consultation is a 45-minute appointment. Prefer to talk right now? Call (816) 800-1355.
Open Booking PageAreas We Serve
Kunze Bookkeeping offers monthly bookkeeping & reconciliation for businesses in Excelsior Springs, Kearney, Kansas City, MO, and Cameron.