Bookkeeping & Reconciliation Services
Keep Your Books Accurate, Clear & Current – on a Timely Basis That Meets Your Needs
Stop the Scramble: Your Books Deserve Monthly Attention
If you're searching for dependable monthly bookkeeping and bank reconciliation services in Columbus, we’re here to help. Perfect Balance CPA delivers ongoing bookkeeping support that keeps your financials up to date, organized, and ready for whatever comes next. No more year-end chaos. No more guessing where your money stands. Just clean, reconciled books—month after month.
Behind every financial misstep is usually one thing—neglect. When records go untouched for months, business owners find themselves overwhelmed at tax time, unclear about what’s actually in the bank, or facing embarrassing errors with investors or lenders.
That’s why we offer monthly bookkeeping services that go beyond basic entry work. We reconcile every transaction, categorize every expense, and close your books with precision. Whether you’re a solo operator in Bexley or running a multi-location service business near Short North, we keep your records consistent, compliant, and clear.
Why Monthly Reconciliation Isn’t Optional Anymore
Most clients come to us saying the same thing: “I never really know how much money I have.” That’s because without regular reconciliation, your numbers are just guesses—and so are your decisions.
Our bank reconciliation services make sure:
- Your bank and credit card transactions are matched properly
- Errors, duplicates, or fraud are caught early
- You always know your actual cash position
- You’re prepared for tax filings, audits, or funding conversations
- Nothing gets lost in the shuffle—even reimbursements and transfers
This isn’t just busywork. It’s how you protect your business from missteps and move forward with clarity.
How We Handle Your Monthly Bookkeeping
Our team works in QuickBooks Online and integrates directly with your business systems. Each month, we:
- Import and categorize all transactions
- Reconcile all accounts (banks, credit cards, loans)
- Investigate any discrepancies or anomalies
- Record journal entries as needed
- Close the books with full documentation
We use automation where appropriate, but everything is reviewed by an experienced professional—because accurate books require more than AI.
This is true transaction reconciliation, not just a spreadsheet tidy-up.
What You’ll Receive Every Month
You won’t be left wondering what’s going on. With each month closed, you’ll receive:
- A Profit & Loss Statement (Income Statement)
- A Balance Sheet
- A Cash Flow Report
- A simple summary of what changed and why
Want more insight? We also offer optional monthly check-ins to walk through the reports and help you understand what the numbers actually mean—because we’re not just bookkeepers. We’re financial interpreters.
Ideal for Small Businesses That Are Ready to Get Serious
Our ongoing bookkeeping services are perfect for:
- Medical or dental practices managing insurance reimbursements
- Nonprofits that require grant-ready, auditable books
- Contractors or real estate investors juggling multiple accounts
- Professional service firms that need timely P&Ls
- Pet service providers, salons, and specialty retailers who’ve outgrown DIY software
Whether you're in Clintonville, Upper Arlington, or Cleveland Heights, if you’re spending too much time—or not enough—on your books, we can step in.
Make Clean Books Part of Your Routine
When you’re ready to stop falling behind and start getting ahead, monthly bookkeeping is where it starts. Let’s talk about a plan that fits your business and gives you confidence in your numbers.