New York · Monthly Bookkeeping
Recurring monthly bookkeeping for New York businesses — real reconciliations, a full monthly close, and a financial package (P&L, balance sheet, cash flow) by the 15th. NYC and NY sales tax verified each month, all in your own QuickBooks file, by a named QuickBooks ProAdvisor across all 62 counties.
Certifications
Current certifications held by TechBrot’s founder, who reviews every engagement: QuickBooks Online Level 2 and QuickBooks Payroll — verification on request. Intuit’s ProAdvisor program becomes ProPartner Accountants in early 2027; the certifications continue.
New York monthly bookkeeping is a recurring engagement where a named QuickBooks ProAdvisor closes your books every month — reconciling every bank and credit-card account against the actual statements, categorizing transactions, keeping AP and AR current, verifying payroll and New York sales tax, and delivering a monthly financial package: P&L, balance sheet, and cash flow statement. For New York businesses the close package lands by the 15th of the following month.
It’s the ongoing engagement that follows cleanup or catch-up — or the right starting point if your books are already current. Everything runs in your own QuickBooks Online file, kept management-ready, not just tax-ready. Each month the same person stays on your file, so context is never lost.
Every engagement is a fixed monthly fee against a written scope ($400–$2,500+/mo by complexity), never hourly. It’s part of TechBrot’s broader New York bookkeeping services. We do the books and coordinate with your CPA, who files — TechBrot is a bookkeeping and advisory firm, not a CPA firm; not affiliated with Intuit Inc.; does not file New York tax returns.
New York facts (NYC 8.875% combined sales-tax rate; NYS Web File) verified against NY Department of Taxation and Finance and NYC Department of Finance guidance.
Past DIY
Self-managing the books worked when the business was small. Now the time, the errors, and the missed insights cost more than a professional bookkeeper would — and the books quietly slip behind.
Real-time numbers
If you’re only seeing financials at tax time, you’re flying blind 11 months a year. A monthly close gives you real numbers to make decisions on while they still matter.
CPA-ready
CPAs charge significantly more when they have to clean up your books at tax time. Monthly bookkeeping delivers a reconciled year-end package they can file directly from.
Post-cleanup
The natural next step. Monthly keeps the books in the state cleanup just delivered — the same ProAdvisor continues without context loss.
Watched numbers
SBA loans, lines of credit, investors, and boards all need timely monthly financials. A monthly close is what makes that reporting credible and on time.
Unreliable bookkeeper
No named contact, late or missing deliverables, no one who knows your file. A named QuickBooks ProAdvisor and a package by the 15th fix all three.
A recurring engagement where a named QuickBooks ProAdvisor closes your books every month — reconciling accounts against real statements, categorizing transactions, verifying payroll and NY sales tax, and delivering a monthly package: P&L, balance sheet, cash flow.
By scope, not by hour: $400–$700/mo Essentials, $700–$1,400/mo Standard, $1,400–$2,500+/mo Complex. A fixed monthly fee against a written scope, always. See New York pricing.
Bank and credit-card reconciliations, categorization, AP/AR upkeep, payroll and NY sales-tax verification, monthly close, and the financial package. Larger engagements add quarterly reviews, multi-entity consolidation, and year-end prep.
By the 15th of the following month — January books close, the January package lands by February 15. Complex multi-entity or inventory engagements may close by the 20th. The timeline is set in your written scope.
Monthly starts from a current state. Behind-but-structured books need catch-up; messy books need cleanup first. Most clients move straight from cleanup or catch-up to monthly with the same ProAdvisor.
Same shape every month. You always know where your books are and when you’ll see them.
Bank feeds sync. Statements drop. Payroll runs reconcile. Receipts and supporting documents arrive through the secure portal — so the month’s raw data is complete before the close work begins.
Your ProAdvisor categorizes transactions, reconciles every bank and credit-card account against the actual statements, investigates anomalies, and escalates anything that needs your input before it can be closed.
Month closed. Quality review against the operating standard. P&L, balance sheet, and cash flow statement generated, with variances and plain-English commentary prepared alongside them.
The monthly close package is delivered to you — reviewable in the portal, downloadable, and ready to share with your CPA, board, or lender. Same shape every month, on the same date.
Every TechBrot monthly engagement delivers these workstreams. Larger New York engagements layer additional services on top.
Sales tax is tracked and verified in the books and reconciled for filing; your CPA (or you) files the return through NYS Web File.
Every monthly engagement is priced against a written scope. Most New York engagements fall into one of three tiers based on volume and complexity.
$400–$700/month
For: simple books, 1–2 bank accounts, under 100 transactions/month, no payroll or simple payroll, no sales tax.
Most common
$700–$1,400/month
For: active New York businesses, multiple bank and credit accounts, 100–500 transactions/month, payroll, NY sales tax.
$1,400–$2,500+/month
For: multi-entity, inventory, 500+ transactions/month, multi-state sales tax, complex payroll, lender/investor reporting.
Final pricing is determined by the diagnostic. Most engagements include a one-time onboarding fee covering setup, file review, and first-month verification. See New York pricing for full detail.
A bank feed can import a transaction, but it can’t tell you whether margins are slipping, whether a New York sales-tax accrual will survive an audit, or whether cash will cover next month’s payroll. A monthly close turns raw data into numbers you can run the business on — the judgment layer is where the value is.
When monthly bookkeeping isn’t enough, fractional-CFO advisory builds forecasting, KPIs, and board-ready reporting on top of the clean monthly base. Explore fractional CFO & advisory →
This page reflects how TechBrot handles New York monthly bookkeeping engagements. It is maintained by TechBrot Inc., a Delaware-incorporated bookkeeping and advisory firm. Monthly pricing reflects TechBrot’s New York engagement ranges; the NYC sales-tax reference (8.875% combined) reflects NYS Department of Taxation and Finance and NYC Department of Finance rules current as of the date below and is updated when the rules change. TechBrot performs bookkeeping and QuickBooks work and coordinates with your CPA, who files; it does not file New York tax returns.
Certifications
Led by a Certified QuickBooks ProAdvisor — QuickBooks Online Level 2 and QuickBooks Payroll
Scope
Monthly close, reconciliation, financial statements · NY sales tax tracked/verified · income-tax filing coordinated with your CPA/EA
Engagement
Fixed monthly fee, written scope before work · delivered in your own QuickBooks file
Every TechBrot monthly engagement is closed by the TechBrot team, led by its founder. You’ll know exactly who is closing your books, how to reach them, and what credentials they hold — and the same person stays on your file month to month, so context is never lost. Quality review by TechBrot backs every monthly close against TechBrot’s published operating standards. The result is a close you can set your calendar by. See New York bookkeeping services or our trust & methodology.
“They took something that felt overwhelming to me as a first-year business owner and made it simple.”Verified client review · Food & Beverage · Verified Clutch engagement
The standard, every file
If the books are messy or wrong, cleanup comes first — then transition to monthly with the same ProAdvisor, without losing context.
The full picture — the hub for every TechBrot bookkeeping service in New York, of which monthly is the recurring core.
NYC’s 8.875% combined rate, destination-based filing, and reconciling accruals each month — verified as part of the monthly close.
When monthly bookkeeping isn’t enough — forecasting, KPI reporting, and board-ready financials on top of the clean monthly base.
The month-end sequence — every bank and card account reconciled, bills and invoices current, payroll tied out — in the order that catches errors earliest.
An estimate of the monthly fee from your transaction volume, accounts, and payroll — the same inputs a written scope uses.
The same monthly work, framed around the named person who does it — who stays on your file, and how the working relationship runs remotely.
The state page: services, industries, cities and the New York tax terms in one place.
The national engagement this page is the New York version of — same scope, same written fixed fee.
Also in New York:Bookkeeping services · Cleanup & catch-up bookkeeping.
New York cities:Buffalo · Brooklyn · Queens — served remotely, in your own QuickBooks file.
Not sure where your file stands? Start with the free QuickBooks file review.
Talk to a ProAdvisor
No sales script. You speak with someone who has looked at files like yours — and you get a written fixed-fee scope within three business days.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
Call (877) 751-5575. If we miss you, we return your call within one business day. Written fixed-fee scope within 3 business days. No hourly billing.
Led by a Certified QuickBooks ProAdvisor · Written fixed-fee scope in 3 business days · Your own file
Book a 30-minute discovery call. We’ll review your file, scope the right tier, and tell you what monthly bookkeeping will cost — in writing — before any work begins. No pitch.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
Call (877) 751-5575. If we miss you, we return your call within one business day. Written fixed-fee scope within 3 business days. No hourly billing.