Portland Monthly Bookkeeping Services Delivered by the 10th. Every Month. No Exceptions.
Most bookkeepers send your P&L 'sometime next week' for six months and then disappear in March. We deliver categorized transactions, reconciled accounts, and a full P&L and balance sheet by the 10th of every month. Honest, on-time bookkeeping for Portland small business owners. Backed by an unconditional 90-day money-back guarantee.
If You Are Not Satisfied, You Don't Pay. Simple.
If you are not completely satisfied with our bookkeeping in your first 90 days - for any reason - we refund every dollar you have paid us. No paperwork. No negotiation. We have never had to honor it. But the guarantee is real.
Late Books Cost More Than You Think.
Every week your books are behind is a week you are running your business on guesses. You cannot tell what your margin is. You cannot tell which clients are paying late. You cannot tell whether you can afford to hire. And when April rolls around, your CPA is doing $400-an-hour bookkeeping work to clean up what should have been done in February.
Sound familiar?
This is what monthly bookkeeping is supposed to prevent. Done right, it gives you clean numbers within ten days of month-end, every month, so you always know where you stand.
Everything Included in Monthly Bookkeeping.
Here is exactly what you get every month. No upsells, no surprises, no "that's not in your package."
- Daily transaction categorization
- Bank account reconciliation
- Credit card reconciliation
- Loan and line-of-credit reconciliation
- Monthly P&L delivered by the 10th
- Monthly balance sheet delivered by the 10th
- Chart of accounts setup and maintenance
- 1099 vendor tracking throughout the year
- Sales tax tracking where applicable
- Plain-English commentary on what changed and why
- Direct messaging access for questions throughout the month
- Year-end financial package prepared for your CPA
How Monthly Bookkeeping Works at Snyders Bookkeeping.
Onboarding (14 days)
We connect to your bank and credit card feeds, set up or clean up your chart of accounts, coordinate with your existing CPA, and review your historical data so we know what we are inheriting.
Monthly Close (1st through the 10th)
We categorize transactions, reconcile every account, generate your P&L and balance sheet, and write plain-English commentary on what moved and why.
Ongoing Support
Direct messaging access for questions. We do not disappear between closes.
How We Price Monthly Bookkeeping.
We price by transaction volume, which means you only pay for the work that is actually being done - not a flat fee built around someone else's average. Most small businesses know within ten minutes of a discovery call whether the numbers make sense for them. Call us and we will quote you exactly.
Why Snyders Bookkeeping?
I am Max Snyder. I graduated from Portland State University with a degree in Finance and Supply Chain Management, and I built Snyders Bookkeeping because I kept hearing the same story from small business owners across Portland: "I have a bookkeeper, but I still do not understand my numbers."
That is the problem with most bookkeeping in this town. It treats your books like a compliance task, something to clean up before April. It is not. Your books are the operating system of your business. If you cannot see your margins, your cash position, and your runway in real time, you are guessing. And guessing is expensive.
I built Snyders Bookkeeping around three principles:
"Your numbers should mean something."
Every monthly close comes with plain-English commentary on what changed and why. If a number moved, you will know what caused it.
"Cash flow is not optional."
Most Portland bookkeepers will never produce a cash flow statement or a runway statement. We produce both, monthly, with a 90-day forward forecast. You will know what your cash position will look like before it gets uncomfortable.
"Your CPA should never have to clean up after us."
We coordinate with your tax preparer year-round. Your year-end filing should be quick because everything was right all year.
I am a QuickBooks ProAdvisor and a Certified Bookkeeper. I work exclusively with QuickBooks Online because it is the only platform that gives you and your CPA real-time access to the same numbers. I am based in Happy Valley and serve clients throughout the Portland metro and Southern Washington.
If you are tired of bookkeeping that stops at "your accounts are reconciled," let us talk.
- Max Snyder
Frequently Asked Questions
Don't see your question? Call us - most owners get a clear answer in under 10 minutes.