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Core service
Monthly bookkeeping for small businesses
Stay organized, understand your numbers, and spend more time running your business. Woodell Bookkeeping provides reliable online monthly bookkeeping from Columbia, Tennessee, serving small businesses, nonprofits, churches, and independent professionals across Spring Hill and Middle Tennessee.
Included every month
What is included each month
One dependable routine, delivered in QuickBooks Online, with the same deliverables every month.
Transaction categorization
We categorize your business transactions in QuickBooks Online using a consistent approach that supports clearer records and useful reporting.
Bank reconciliation
Each included bank account is reconciled against its monthly statement to identify differences and keep your records aligned.
Credit-card reconciliation
Each included business credit-card account is reconciled monthly so purchases and payments are reflected accurately.
Profit & Loss statement
See revenue, expenses, and profit for the reporting period in a clear monthly statement.
Balance Sheet
Review what the business owns, what it owes, and the resulting equity at month-end.
Email support
Send bookkeeping questions by email as often as you need. Zoom meetings are available for an additional fee.
Reporting
Reports you receive, and when
Monthly reports are generally delivered by the 15th, depending on when bank and credit-card statements become available. You may email questions as often as needed, and Airiel will explain the numbers in straightforward language.
- Monthly Profit & Loss statement
- Monthly Balance Sheet
- Reconciled bank and credit-card accounts
- Email support on anything in your reports
A good fit for your business
Monthly bookkeeping may be right when your business has ongoing activity, wants consistent monthly reports, and needs dependable support without hiring an employee.
- You have regular monthly transactions across one or more accounts
- You want the same reports at the same time every month
- You would rather not manage bookkeeping yourself
- You use QuickBooks Online, or are willing to move to it
Getting started
A simple, dependable monthly process
Step 01
Request a quote
Share basic details about your accounts, monthly transaction volume, and current bookkeeping.
Step 02
Review your scope and price
We recommend the right plan and identify any separately quoted setup or migration work.
Step 03
Complete onboarding
Provide secure QuickBooks Online access. Standard onboarding can take about 30 minutes.
Step 04
Receive monthly books and reports
Activity is categorized, accounts are reconciled, and your reports arrive each month.
What the standard service does not include
QuickBooks Online setup and budgeting may be separately quoted. The following are not offered as part of monthly bookkeeping:
- Payroll processing
- Tax preparation and filing
- Bill pay
- Invoicing
- Sales-tax filing
- 1099 preparation
- Cash-flow guidance
Catch-up or cleanup work is not a standard service. If your books are behind, mention it on the quote form and Airiel will decide after a consultation whether the work can be accepted, based on the size of the company.
Common questions
Questions about monthly bookkeeping
Do I need QuickBooks Online before I contact you?
No. Ongoing service uses QuickBooks Online, but you do not need it before reaching out. Setup or migration can be separately quoted, and the subscription is provided and paid for by the client.
How do you decide which plan I need?
Plans are based primarily on monthly transaction volume and the number of business bank and credit-card accounts. Share those details on the quote form and we will confirm the right plan.
What if my books are behind?
Catch-up and cleanup work is not advertised as a standard service. It may be considered after a consultation, depending on the size of the company.
Do you prepare taxes?
No. Tax preparation is not included. Your monthly reports help you and your tax professional work from more organized records.
Make monthly bookkeeping one less thing to manage
Start with a short quote request. We’ll review your business activity and recommend the plan that fits.
Prefer to talk it through? Call (931) 500-1501.