One Retainer, Everything Covered
Bookkeeping, reconciliations, close and reporting in one scope.
Monthly Accounting Support
Monthly Accounting Support for USA & India Businesses
One package covering everything a small business needs each month — bookkeeping, reconciliations, close and management reports — on a fixed calendar you can trust.
Overview
What this service covers
Monthly Accounting Support is our allinone retainer for businesses that just want their books, closes and reports handled by the same two people, every month, without micromanagement.
Benefits
Why clients keep this service on retainer
Fixed Delivery Calendar
You know exactly what lands in your inbox, and when.
Real Ownership
The same two accountants own the month — no handoffs, no gaps.
Proactive Flags
We surface anomalies and cash issues early, not at year end.
What's Included
Everything We Handle for You
A clear, senior reviewed scope so you know exactly what's delivered every month.
Weekly transaction categorization
Bank, card and gateway reconciliations
AP / AR ledger upkeep
Monthend close checklist and adjustments
Monthly P&L, balance sheet and cash flow
Short monthly review call
Why CALVIQO
Built for Trust, Accuracy & On Time Reporting
Direct Communication
You talk to the two people actually doing your books — no account managers, no ticket queues.
Personalized Attention
A small client list on purpose, so every engagement gets careful, senior level attention.
Accurate & Confidential
Every entry doublechecked, NDAbacked and handled with secure, least privilege access.
Fast Turnaround
Samebusinessday responses on weekdays and a fixed monthly delivery calendar you can plan around.
Ideal Clients
Who this works best for
- Small businesses that want month end handled, not managed
- Founders replacing part time or unreliable bookkeepers
- Agencies and services businesses on 30day operating cycles
- Businesses that need month end close discipline for the first time
Software Expertise
Tools we work in for this service
We work directly inside the software your business already runs on, no forced migrations, no extra tools to learn.
QuickBooks OnlineXeroTally PrimeZoho BooksMicrosoft Excel
Our Process
Simple, Repeatable & Stress Free
Discovery Chat
A short intro over email with our two person team to understand your business, tools and priorities.
Setup & Onboarding
Software access, chart of accounts review and a monthly cadence tailored to you.
Monthly Delivery
Entries, reconciliations and close handled personally, same people every month.
Reports & Direct Support
Reviewed reports on a fixed date, plus direct email access on weekdays.
Monthly Accounting Support, FAQs
Ready to move? Send an inquiry.