Keep Your Financial Records Organized All Month

When you run a business in Lufkin, the last thing you need is to spend your evenings sorting receipts or wondering if last month's numbers actually match your bank account. You need financial records that are current, categorized correctly, and ready to support decisions without creating confusion or doubt.

Boxwood Bookkeeping provides monthly bookkeeping services that include transaction categorization, bank and credit card reconciliations, and ongoing monitoring throughout the month. The scope adjusts based on your transaction volume and reporting needs, so you only pay for what your business actually requires. You receive clear financial statements through a secure Client Portal where you can review results, approve items, and stay informed without back-and-forth emails. Packages start at $325 per month and increase based on complexity and service level.

If your books feel disorganized or you are not sure what last month actually cost you, reach out to discuss how monthly bookkeeping can bring structure to your Lufkin business.

Monthly bookkeeping services in Lufkin that keep your business compliant and your records accurate.

What Happens When Your Books Are Current

Every transaction that comes through your business gets categorized and reconciled against your bank and credit card statements in Lufkin. This means your income, expenses, and account balances reflect what actually happened, not what you think happened three weeks ago.

After your books are reconciled, you will notice that your profit and loss statement shows where money went, your balance sheet reflects accurate account totals, and you can answer questions about your business finances without digging through files. Accurate, consistent bookkeeping is the foundation of a healthy business.

The service does not include payroll processing, tax preparation, or financial planning, though those can be added separately. What it does provide is a reliable system that keeps your records compliant, organized, and ready for tax season or lending decisions. You will know your numbers are correct because they have been reviewed and reconciled before you ever see them.

Questions Business Owners in Lufkin Usually Ask

Before you commit to a bookkeeping service, it helps to know what the process looks like, what you will receive, and how it fits into your existing routine. These are the questions that come up most often.

What does transaction categorization actually include?
Every deposit, withdrawal, transfer, and charge gets assigned to the correct account in your chart of accounts. You review and approve categorizations through the Client Portal before they are finalized.
How often will my books be reconciled?
Bank and credit card accounts are reconciled monthly, meaning every transaction is matched to your statements and discrepancies are resolved before your financial reports are delivered.
What financial statements will I receive each month?
You receive a profit and loss statement, balance sheet, and any custom reports relevant to your business. All statements are delivered through the secure Client Portal where you can review them anytime.
When do I need to provide documentation or receipts?
You upload receipts and supporting documents as transactions occur, or you can batch them weekly. Boxwood Bookkeeping will request anything missing during the reconciliation process.
How is pricing determined for monthly bookkeeping?
Pricing starts at $325 per month and adjusts based on transaction volume, number of accounts, and reporting complexity. You receive a clear scope and fixed monthly rate before any work begins.

If your financial records are behind or you are not confident in the numbers you are working from, monthly bookkeeping gives you a system that stays current without requiring you to manage it yourself. Boxwood Bookkeeping serves businesses in Lufkin that need accurate records and reliable reporting every month. Contact us to discuss your bookkeeping needs and get a clear quote based on your business.