Essentials - Starting at $350/month

$0.00

Perfect for freelancers, solopreneurs, and new businesses just getting started.

This is your foundation for financial clarity. We’ll handle the core bookkeeping tasks so you can have confidence that everything is organized, accurate, and up-to-date each month.

What's included:

  • Transaction Categorization & Monthly Bookkeeping: All business income and expenses accurately recorded and organized each month.

  • Bank & Credit Card Reconciliations: Every account reconciled to ensure your books are complete, clean, and error-free.

  • Monthly Financial Statements: Clear, easy-to-read Profit & Loss and Balance Sheet reports so you always know where your business stands.

  • Ongoing Email Support: Unlimited access for bookkeeping questions so you’re never guessing.

  • Year-End Tax-Ready Financial Package: Clean reports prepared and organized for your CPA to simplify tax season.

Perfect for freelancers, solopreneurs, and new businesses just getting started.

This is your foundation for financial clarity. We’ll handle the core bookkeeping tasks so you can have confidence that everything is organized, accurate, and up-to-date each month.

What's included:

  • Transaction Categorization & Monthly Bookkeeping: All business income and expenses accurately recorded and organized each month.

  • Bank & Credit Card Reconciliations: Every account reconciled to ensure your books are complete, clean, and error-free.

  • Monthly Financial Statements: Clear, easy-to-read Profit & Loss and Balance Sheet reports so you always know where your business stands.

  • Ongoing Email Support: Unlimited access for bookkeeping questions so you’re never guessing.

  • Year-End Tax-Ready Financial Package: Clean reports prepared and organized for your CPA to simplify tax season.