A clear starting point.
Create the month’s checklist and share a private upload link. Reuse a previous checklist when you are ready to set up next month.
MADE FOR MONTHLY BOOKKEEPING
Less chasing.
More closing.
Give every client a clear checklist. See what’s missing, what’s arrived, and what’s ready—without piecing it together from your inbox.
$27.99/month planned pricing · One firm owner
New accounts, payments and uploads are paused. Please do not submit real client information.
A little less “just following up.”
A little more room for the work you do best.
SEPTEMBER, SORTED.
MONTHLY CHECKLIST
JCJuniper Coffee
September 2026 3 requested documents
2 of 3 acceptedOne thing left.
Bank statementSeptember · Checking
AcceptedPayroll summarySeptember · All payroll runs
AcceptedCredit card statementSeptember · Business card
MissingA thoughtful nudge.
Only ask for what’s still missing.
Built around the rhythm
of a bookkeeping firm.
01 A checklist per client
02 A clearer follow-up
03 A month in view
A SMALLER TO-DO BEFORE THE CLOSE
Your clients know what to send.
You know where things stand.
Create a checklist for each client and month, collect the requested files, and keep every outstanding item in view.
A more useful nudge.
Preview and send a missing-item reminder, or enable a schedule. Documents waiting for your review stay out of the follow-up.
A visible finish line.
Download and review each file, explain any replacement needed, or accept it. Your client’s checklist updates with you.
DON’T JUST TAKE OUR WORD FOR IT
One missing statement.
Two sides of the story.
Step into a sample firm’s workspace. Then switch to the client’s view and see how a missing document moves through review.
Give it a tryA separate interactive demo with fictional data.
No real documents uploaded or emails sent.
MONTHKIND / YOUR MONTH, IN VIEW
September checklistSAMPLE FIRM
↥
Missing
01Your client has one thing left to send.
◷
Awaiting review
02It’s here. Give it a quick check.
✓
Accepted
03One less thing between you and close.
Explore both views
ROOM FOR YOUR WHOLE CLIENT LIST
One firm.
One monthly price.
A kinder month-end.
Monthkind gives small bookkeeping firms a focused document routine with one price for the firm. Client records are unlimited; storage and sending have clear allowances.
Try the workflow first.
See whether it fits how your firm works.
THE MONTHKIND PLANPlanned pricing
All your clients.
A little more clarity.
$27.99/ month
USD · per bookkeeping firm
- Unlimited client records · One firm owner
- Monthly checklists and private client links
- 5 GB total document storage
- 1,500 reminder emails per month
- PDF, JPEG and PNG · Up to 15 MB per file
- Document review and missing-item reminders
USD per month. Manage or cancel your subscription in billing settings. Checklists are created by you each month; they are not generated automatically. “Unlimited” refers to client records.
A FEW THINGS TO KNOW
A clear start.
A few answers.
Can I start using Monthkind with my clients?
Not yet. Monthkind is in private review while we complete security and recovery checks. New accounts, payments, document uploads and reminders are paused. Please explore the fictional demo and do not submit real client or financial information.
Does it replace my bookkeeping software?
No. Monthkind handles document collection and review before you work on the books. It does not connect to QuickBooks, Xero, Google Drive or Dropbox. If you receive a document elsewhere, you can record that and review it in the checklist.
Does my client need an account?
No separate account is needed. Your client opens a private, expiring link and verifies a code sent to their email before opening the checklist or uploading files. Keep the link private. You can revoke issued links and create a new one from your workspace.
Are checklists created automatically every month?
You create each client’s monthly checklist yourself. Use “Next month” on an existing checklist to copy its document names, check the month and due date, and confirm the new request. Scheduled reminders only run when you enable them.
Can I pause reminders or cancel my subscription?
Pause reminders for one checklist or for your whole firm in settings. Manage payment details and cancel your subscription through the billing portal. Existing owners can still view and download their records when their subscription is inactive.
What happens to information entered in the demo?
The sample workflow runs in your browser’s memory. It has no real file picker, does not send emails, and does not save the sample changes when you reload. Please don’t enter real client or financial information.
Who is behind Monthkind?
Monthkind is a product of Peterson Group Enterprises LLC, a Florida company. For product or account help, contact info@pgeholdingsllc.com.
MEET YOUR NEXT MONTH-END ROUTINE