BOOKKEEPING • MONTH-END CLOSE • FINANCIAL CLARITY

Know where your business stands every month.

Reliable monthly accounting, a consistent close process, and financial information you can actually use to run your business.

Serving businesses in O’Fallon, the Metro East, and remotely.

SERVICES

Reliable accounting without building an in-house finance team.

Structured monthly support that keeps your books organized, your close process consistent, and your financial information useful.

01

Monthly Accounting

Transaction review, accurate categorization, account reconciliations, and organized QuickBooks Online records.

02

Month-End Close

A consistent closing process with agreed upon month-end adjustments and timely monthly financial statements.

03

Financial Clarity

Plain-language observations that help you understand performance, cash movement, and items requiring attention.

Flagship Service

Monthly Close & Financial Clarity

A recurring accounting service designed for owners who need dependable books, timely financial reporting, and a clearer understanding of their business.

Starting at $750/month

Final pricing depends on transaction volume, account complexity, cleanup requirements, and the agreed reporting scope. Smaller bookkeeping engagements and one-time projects are scoped and priced separately.

What's Included

  • Monthly transaction review and categorization

  • Bank, credit card and agreed balance sheet reconciliations

  • Month-end adjusting entries and close

  • Balance sheet, income statement and cash flow summary

  • Plain language observations and action items

  • One 30-minute monthly review meeting

  • Reasonable email support related to the agreed scope


Client information is generally due by the fifth calendar day of the following month. Reports are generally delivered by the fifteenth when complete information is received on time.

Need help getting caught up or getting started?

One-time support is available for bookkeeping cleanup, catch-up bookkeeping, QuickBooks Online setup, and account reconciliations. Each project is scoped and priced based on your needs.

How it works

A straightforward monthly process.

Clear responsibilities and a consistent schedule keep the monthly close moving.

01

Provide Information

Provide the requested records and system access by the agreed monthly deadline, generally the fifth.

02

Close the Books

Transactions are reviewed, accounts reconciled, and agreed month-end entries completed.

03

Receive Reporting

Financial reports are generally delivered by the fifteenth when complete information is received on time.

04

Review and Act

We discuss the results, answer questions, identify trends, and determine appropriate next steps.

About

Practical accounting support for business owners

Flanigan Advisory provides structured monthly accounting and financial reporting services for small and owner-operated businesses.Justin Flanigan is an Illinois-licensed CPA with experience in internal controls, audit coordination, financial reporting, and process improvement. His approach combines disciplined accounting processes with clear, practical communication.

  • Clear monthly responsibilities and deadlines

  • Owner-focused financial reporting

  • Plain-language observations and communication

Contact

Let's talk about your books.

Whether you need ongoing monthly accounting or help with a one-time bookkeeping project, tell me a little about your business, your current accounting process, and what you would like to improve. I’ll follow up to determine whether a discovery call makes sense.

Prefer email? [email protected]

*Please do not submit Social Security numbers, bank credentials, tax documents, or other sensitive information through this form.


Accounting • Advisory • Financial Clarity

O’Fallon, Illinois • [email protected]

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