Monthly Packages

The Right Support, No Matter Where You Are in Your Business Journey

  • Hummingbird illustration representing bookkeeping support for solopreneurs and side-hustlers.

    Hummingbird

    The essentials for businesses that need reliable monthly bookkeeping.

    Perfect for business owners who want accurate books, timely financials, and peace of mind knowing everything is handled each month.

  • Cardinal bird representing persistent bookkeeping support and financial clarity for established businesses.

    Cardinal

    For businesses ready for greater visibility and support.

    Ideal for owners who want deeper financial insight, proactive communication, and guidance beyond the basics.

  • Blue Jay illustration symbolizing full-service bookkeeping with personal care for multi-employee companies.

    Blue Jay

    For businesses looking for a true financial partner.

    Designed for established businesses that want strategic insight, advanced reporting, and priority support to help drive confident decisions.

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What's Included in Monthly Bookkeeping Services?

Monthly bookkeeping services help keep your financial records accurate, organized, and up to date. Depending on your package, services may include transaction categorization, bank and credit card reconciliations, monthly financial reports, payroll support, accounts payable assistance, and ongoing communication to help you understand your numbers. At Blue Jay Bookkeeping, our goal is to provide clear financial information so you can make confident business decisions and focus on running your business.

What It's Like to Work With Blue Jay Bookkeeping

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Discovery Call - We start with a conversation about your business, your goals, and your current bookkeeping challenges.

Review of Your Current Books -We assess your bookkeeping system, identify any issues, and determine the level of support your business needs.

Customized Proposal - You'll receive a clear proposal outlining recommended services, pricing, and next steps.

Onboarding - Once you're ready to move forward, we'll guide you through a simple onboarding process. We'll gather the necessary account access, review your current bookkeeping setup, and establish workflows tailored to your business.

You'll also receive access to our secure client portal and mobile app, making it easy to upload documents, answer bookkeeping questions, communicate with our team, and access important information from anywhere. Our goal is to create a streamlined process that keeps everything organized and reduces back-and-forth emails.

This onboarding process helps ensure we have the information we need to provide accurate bookkeeping and timely financial reporting from the very beginning.

Monthly Bookkeeping - We maintain your books, reconcile accounts, and keep your financial records accurate and up to date.

Financial Reports - Each month, you'll receive financial reports that help you understand your business performance and make informed decisions.

Ongoing Support - We're here to answer questions, provide guidance, and help you stay confident in your numbers throughout the year.