Monthly Accounting Packages
Tailored to Your Business Needs
Whether you are a small business owner, a growing company, or an entrepreneur managing complex financials, Manay CPA offers scalable monthly accounting packages that match your goals. Choose the right level of support and let us handle the numbers while you focus on growing your business.
- Flexible Monthly Packages for Every Business Size and Stage
- Bookkeeping, Payroll, Reporting, and Advisory Included
- CPA Licensed Service
Certified for guaranteed quality
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The fastest-growing companies use Manay CPA.
See the Best Packages For You
Whether you’re just getting started or managing a growing team, our monthly accounting packages keep your business compliant and financially organized—across all 50 states.
Growth
Essential bookkeeping to keep your financial records accurate, reconciled, and up to date.
Includes:
- Monthly bank & credit card reconciliation
- AR & AP reconciliation
- Debtor reminders & follow-ups
- Accounting software data feed maintenance
- Ongoing troubleshooting & support
Most Popular Plan
Premium
Complete monthly accounting—from software setup to financial statements and year-end compliance.
Includes:
- Accounting system setup & training
- Bank & credit card reconciliation (2 accounts + 1 card)
- General ledger review & reconciliation
- Journal entries, depreciation & interest tracking
- Monthly financial statement preparation
- Sales tax return filing (one state)
- Year-end 1099/1096 filing with IRS
- Secretary of State & license renewal monitoring
Comprehensive
Everything in Premium—plus payroll, employment tax filings, and full compliance monitoring.
Includes:
- All Premium plan services included
- Payroll processing (up to 2 employees)
- Quarterly employment tax return
- New hire reporting & compliance monitoring
- Health insurance regulation compliance
- Year-end W-2/W-3 filing with SSA
- Year-end 1099/1096 filing with IRS
- Secretary of State & license renewal monitoring
*Growth Plan: Does not include AR/AP management or invoice preparation. A separate proposal is available upon request.
*Premium Plan: Income tax returns billed separately. Additional accounts or states subject to additional fees.
*Comprehensive Plan: Income tax returns billed separately. Additional employees, turnovers, or states subject to additional fees.
Accounting Built Around Your Business, Not Ours
For us, a monthly accounting package is not a commodity service — it is a structured financial partnership that gives your business the reporting clarity, compliance coverage, and advisory support it needs to make better decisions every month of the year.
Building the Right Package for Your Stage of Growth
Most growing businesses do not need the same level of accounting support throughout their entire lifecycle. A startup in its first year has different needs than an established company processing payroll across multiple states, managing inventory, and preparing for an investment round. Manay CPA’s monthly accounting packages are designed to scale with your business — starting with the foundational services that every company needs and expanding as your financial complexity grows. This flexible model ensures you only pay for the support you need today, while providing a clear path for the sophisticated reporting and strategic oversight required for your future success.
Our packages cover the complete range of ongoing accounting services — bookkeeping, bank reconciliation, accounts payable and receivable, payroll processing, monthly financial reporting, management advisory, and tax planning coordination. Every engagement begins with a thorough assessment of your current financial situation, your reporting needs, and the level of support that will produce the most value for your specific stage of growth.
We assign every client a dedicated CPA who manages the account from month to month — reviewing financials, identifying opportunities, flagging issues, and providing the proactive guidance that turns accounting from a compliance task into a genuine business management tool that supports every decision your leadership team makes.
The High Cost of Waiting
Many business owners delay professional accounting support because they see it as an overhead cost rather than an operational investment. The financial consequences of this delay — accumulated reconciliation errors, missed deductions, inaccurate cash flow visibility, payroll tax penalties, and year-end tax surprises — almost always exceed the cost of the monthly package that would have prevented them entirely.
From monthly bookkeeping and financial statement preparation to payroll processing and tax planning coordination, Manay CPA manages the complete monthly accounting function for your business — so your financials are always current, always accurate, and always useful.
Full-Service Monthly Accounting
Our team understands every accounting need a growing business faces — and applies that understanding to deliver a monthly service that gives your leadership team the financial visibility they need to run the business with confidence rather than uncertainty about the numbers.
We maintain complete, organized financial records for every client we serve — so when a decision needs to be made, a tax return needs to be filed, or an investor asks for financial statements, everything is ready immediately.
Compliant Accounting from the Ground Up
Modern business accounting is far more complex than simple bookkeeping and bank reconciliations. Accrual adjustments, multi-state payroll, inventory valuation, and intercompany transfers each require specialized oversight. A single data entry error or a misclassified transaction costs you real money—either through obscured cash flow or expensive forensic cleanup during your next year-end review.
20+ years of experience in the U.S. market
It's easy for your customers to make one-time instant payments or set up for automatic payments.
7.000+ clients and over $1 billion in total financial transaction management
Easily view the status of any payment, anywhere and anytime, connect Monoline, reconciliation is automatic.
CPA-licensed and experienced team
Monoline collects direct bank payments with no card fees, so no admin time is wasted.
Services offered in 4 languages
It's easy for your customers to make one-time instant payments or set up for automatic payments.
Serving a wide range of industries, including manufacturing, start-ups, retail, e-commerce, and tech
Easily view the status of any payment, anywhere and anytime, connect Monoline, reconciliation is automatic.
Serving 50 States
Monoline collects direct bank payments with no card fees, so no admin time is wasted.
Client success and satisfaction are our top priorities
It's easy for your customers to make one-time instant payments or set up for automatic payments.
80+ employees across 4 continents
It's easy for your customers to make one-time instant payments or set up for automatic payments.
Secured cloud technologies
It's easy for your customers to make one-time instant payments or set up for automatic payments.
Seamless communication with client groups
It's easy for your customers to make one-time instant payments or set up for automatic payments.
Table of Contents
Every Package Includes Dedicated CPA Oversight and Monthly Financial Reporting
Monthly accounting without professional oversight is monthly data entry — not accounting. Every Manay CPA package includes a dedicated CPA who reviews your financials, reconciles every account, and prepares accurate financial statements every month.
Monthly financial statements — income statement, balance sheet, and cash flow statement — give your leadership team the complete financial picture needed to make operating decisions, track performance against goals, and identify the trends that affect profitability before they become problems that require more expensive intervention.
Scalable Services Grow with Your Business as Complexity Increases
A business that starts with basic bookkeeping will eventually need payroll processing, sales tax management, multi-entity accounting, and tax planning coordination — and those needs should not require switching providers as they arise.
Manay CPA’s package structure is designed to scale without disruption — adding services as your business grows rather than requiring you to find a new provider every time your financial complexity reaches a level that exceeds your current engagement scope.
Proactive Advisory Turns Monthly Accounting into a Strategic Business Tool
Monthly accounting that only reports what happened is only half of what professional accounting should provide. Manay CPA’s monthly service includes proactive advisory — identifying tax planning opportunities, flagging cash flow trends, and advising on financial decisions before they are made.
A business owner who receives monthly financials accompanied by CPA commentary and proactive recommendations makes better decisions, avoids more problems, and retains more of every dollar the business earns than one who receives financial statements with no guidance on what they mean or what they should prompt.
Frequently Asked Questions
What is included in Manay CPA's monthly accounting packages?
Our monthly accounting packages include bookkeeping, bank and credit card reconciliation, accounts payable and receivable management, monthly financial statement preparation, payroll processing coordination, sales tax filing support, quarterly tax planning reviews, and access to a dedicated CPA for ongoing questions and advisory. The specific scope of each package is determined during the initial engagement assessment based on your business’s size, industry, and financial complexity.
What is the difference between the basic and full-service package tiers?
Our entry-level package covers foundational bookkeeping, monthly bank reconciliation, and basic financial statement preparation — the services every business needs regardless of size. Mid-tier packages add payroll processing, sales tax management, and accounts payable coordination. Full-service packages include all of the above plus quarterly tax planning reviews, management reporting, cash flow analysis, and proactive CPA advisory throughout the month. We recommend the right tier based on your business’s current complexity and growth trajectory during the initial consultation.
How does billing work for monthly accounting packages?
Monthly accounting packages are billed on a flat monthly fee that is agreed upon at the start of the engagement based on the scope of services selected. Flat-fee billing eliminates the uncertainty of hourly billing and allows you to budget your accounting cost with certainty every month. If your business grows and your needs expand, we review the engagement scope and fee at your request or as part of our periodic engagement review — with any changes agreed upon before they take effect.
Can I change my package tier as my business grows?
Yes. Manay CPA’s monthly accounting packages are designed to scale with your business. If your revenue grows, you add employees, expand to new states, or your financial complexity increases in any way, we adjust the package scope to match your current needs — adding services without requiring you to start a new engagement or transfer your records to a new provider. Most clients expand their package scope at least once during the first two years of the engagement as their businesses grow.
Does Manay CPA use cloud-based accounting software for monthly services?
Yes. We work in all major cloud-based accounting platforms — including QuickBooks Online, Xero, NetSuite, and others — giving you real-time visibility into your financials at any time through your accounting software dashboard. For clients who do not have an established accounting system, we recommend and implement the most appropriate platform for your business as part of the onboarding process. For clients with existing systems, we work in the platform you already use without requiring migration.
Do you have other questions?
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