Monthly Bookkeeping Services in Los Angeles

Sunstone Ledger provides monthly bookkeeping for small businesses that need clean records, consistent reconciliations and clear reports.

We help owners move from scattered transactions and unclear balances to a dependable monthly process: categorize, reconcile, review and report.

Common problems this service fixes

  1. Books are updated only when tax season is close
  2. Bank and credit card accounts are not reconciled every month
  3. Owner transfers, loans or reimbursements are mixed with regular expenses
  4. Reports are difficult to explain because categories change from month to month

Who this is for

  1. Small businesses that want a reliable monthly close
  2. Owners using QuickBooks Online (or planning to)
  3. Teams that need consistent reporting without surprises
  4. Owners who want clean books year-round (not only at year-end)

What’s included

  1. Monthly review and categorization of transactions
  2. Bank and credit card reconciliations (balances match statements)
  3. Identification and correction of common bookkeeping issues (within scope)
  4. Monthly financial reports (P&L, Balance Sheet, Cash Flow as applicable)
  5. Basic documentation organization and clear notes in QuickBooks
  6. Email-first communication and monthly checklist (what we need from you)

Start monthly bookkeeping

Use the quote form to share your business type, number of bank and credit card accounts, and approximate monthly transaction volume. We’ll recommend the best place to start.

Request a quote View pricing

What’s not included (typical)

  1. Tax filing and IRS representation are not included
  2. Legal services, contract review, or formal financial audits
  3. Payroll processing itself (we support payroll bookkeeping and reporting)
  4. Bill pay / collections actions (can be added as AR/AP support)

How it works

  1. Onboarding: access to QuickBooks + statements/feeds + a short intake
  2. Structure: confirm categories, accounts, rules, and reporting needs
  3. Monthly close: post → reconcile → review
  4. Reporting: deliver reports + brief notes and action items
  5. Ongoing: consistent monthly workflow and support by email

What you get each month

  1. Reconciled books (bank/credit card balances aligned to statements)
  2. Clean categorization that stays consistent month to month
  3. Monthly financial package: P&L + Balance Sheet (Cash Flow when applicable)
  4. Short notes: what changed, what to watch, and what needs your input

What we need from you

  1. QuickBooks Online access (admin if possible)
  2. Bank/credit card statements or connected feeds
  3. Your main revenue streams + top expense categories
  4. Notes on special items (loans, owner transfers, sales platforms, payroll provider)
Why regular bookkeeping matters—even outside tax season:
«Why Every Business Needs Bookkeeping».
When bookkeeping is done inconsistently or without a system, small errors accumulate quietly:
«Three Common Bookkeeping Mistakes Small Business Owners Make».
Why it’s important to confirm every transaction is recorded correctly:
«Reconciliation — Why You Should Do It and Why It Matters».

FAQ

Do you work only with Los Angeles businesses?
We’re Los Angeles-based and support clients across California and beyond. The process is designed to work smoothly via email and shared access.
Can you start if my books are behind?
Yes. We typically start with Cleanup & Catch-Up to bring prior periods up to date, then move into a stable monthly bookkeeping workflow.
How often do you reconcile accounts?
Monthly by default (and more frequently if needed and agreed). Reconciliations ensure balances match statements and reports stay trustworthy.
Will my reports be easy to understand?
Yes. You’ll receive standard financial reports plus short notes on key changes, what to watch, and what we may need from you.
Do you provide tax filing?
This page covers bookkeeping and reporting support. Tax preparation can be coordinated separately if needed.

Email us: your business type, how many bank/credit card accounts you have, and your approximate monthly transaction volume — and we’ll recommend the best place to start.