Monthly Bookkeeping
Transactions categorized, accounts reconciled, and reports delivered — so your numbers are always current and tax-ready.
Most popularBookkeeping & financial reporting
Know your numbers.
Grow with confidence.
Mulberry Grove is the bookkeeping partner for ambitious small businesses — clean books, clear monthly reports, and a real human who explains what it all means for your next decision.
Flat monthly pricing · No long-term contracts · Books closed by the 10th
10th
Your books close by the 10th business day — every month
0%
Accounts reconciled to the penny before reports go out
<24h
Typical reply time when you have a question
1
Dedicated bookkeeper who knows your business — never a pool
QuickBooks Online certified
Bank-level, read-only account access
Serving service businesses & faith-based organizations
Services
Everything your books need.
Nothing they don’t.
Pick the support that fits where your business is today — and scale as you grow.
Catch-Up Bookkeeping
Months (or years) behind? We rebuild your books quickly and quietly, then hand you a clean, current set of financials.
Fixed-fee projectCleanup & Diagnostic
Duplicates, miscategorized expenses, balances that don’t tie out — we find the problems, fix them, and document what changed.
Know what’s wrong firstFinancial Reporting
P&L, balance sheet, and cash flow — plus a plain-English summary of what moved, why it matters, and what to watch next month.
Reports you’ll actually readQuickBooks Support
Setup, chart-of-accounts design, training, and ongoing help — get QuickBooks Online working the way your business actually runs.
Certified ProAdvisor supportNot sure where to start?
Tell us where your books stand today. We’ll recommend the right path — even if it’s smaller than you expected.
Get a recommendationWhat clean books buy you
Bookkeeping is the work.
Clarity is the outcome.
More time
Hand off the categorizing, reconciling, and chasing receipts. Get your evenings back for the work — and the people — that actually need you.
Better decisions
Hire? Raise prices? Buy the equipment? Decide from real numbers instead of a gut feeling and a bank balance.
Stress-free tax season
Your CPA gets clean, reconciled, tax-ready books in January — not a shoebox in April. Fewer questions, lower prep bills.
Accurate financials
Every account reconciled, every transaction categorized, every report tied out. Numbers you can put in front of a lender or a board.
Healthy cash flow
See what’s coming in, what’s going out, and what’s coming due — early enough to do something about it. Cash flow surprises become cash flow plans.
Your monthly clarity report
This is what your numbers
look like with us.
Every month, a clear picture of your business — reconciled, explained, and ready to act on.
Revenue MTD
$0
▲ 8.2%
Expenses MTD
$0
▼ 3.1%
Net profit margin
0%
▲ 2.4 pts
Cash runway
0.4 mo
Healthy
Revenue vs. expenses
Trailing 6 months
Revenue
Expenses
Where the money went
“Software spend is up 3 straight months — worth an audit of unused seats.”— your monthly summary
How it works
From shoebox to clarity
in three steps.
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01
Connect
A short call to understand your business, then secure, read-only connections to your bank, credit cards, and QuickBooks. Setup takes about a week.
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02
Organize
We catch up or clean up whatever needs it, build a chart of accounts that matches how you actually operate, and get every account reconciled.
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03
Grow
Every month: books closed by the 10th, reports in your inbox, and a plain-English summary of what changed — plus a person to ask when something doesn’t make sense.
About the founder
Your numbers deserve
someone who cares.
Mulberry Grove was founded by Nelson Matos, a finance professional who spends his days managing budgets, audits, and payroll for a public school district — and built this practice to bring that same rigor to small businesses that can’t justify a full finance department.
He works with a deliberately small roster of service businesses, growing companies, and faith-based organizations. The promise is simple: your books are accurate, your reports arrive on time, and when you have a question, you talk to the person who actually does the work.
- Public-sector finance background — budgets, audits, payroll, compliance
- QuickBooks Online certified
- Fully virtual — serving clients across the U.S.
From clients
What clarity sounds like.
“For the first time, I opened my monthly report and actually understood it. The summary at the top tells me exactly what changed and why.”
“We were fourteen months behind. They caught everything up, fixed the mess, and our CPA said it was the cleanest set of books we’ve ever sent him.”
“As a church treasurer, accountability matters to us. Having reconciled statements ready for our board every month has been a gift.”
Questions
Asked often. Answered plainly.
Every month we categorize all transactions, reconcile every bank and credit card account, and deliver a profit & loss, balance sheet, and cash flow report — with a short written summary of what changed and what to keep an eye on.
Not at all — catch-up work is a core service. We scope it as a fixed-fee project so there are no surprises, rebuild the back months, and then move you onto a normal monthly rhythm.
No — we make them more effective. Clean, reconciled books mean your tax professional spends time on strategy instead of cleanup, which usually lowers your prep bill. We’re happy to coordinate with them directly.
Through bank-level, read-only connections — we can see transactions to do the work, but we can never move money. QuickBooks access is granted through accountant-level permissions you control and can revoke anytime.
Monthly bookkeeping is flat-rate pricing based on transaction volume and number of accounts — quoted up front, no hourly billing, no surprise invoices. Most clients know their exact cost before we begin.
Yes — churches and ministries are a focus of the practice. We understand fund accounting concerns, designated giving, and the level of board-ready transparency stewardship requires.
Start here
Your numbers have a story.
Let’s read it together.
A free 30-minute consultation. We’ll look at where your books stand, what they need, and exactly what it would cost — no pressure, no jargon.