Bookkeeping Basic Tier

Foundation-level bookkeeping designed to keep your business organized and compliant.

Service Summary

Stay on top of your business finances with our Basic Bookkeeping Package—perfect for small businesses, startups, and entrepreneurs who want organized, accurate books without the hassle.

What’s Included:

Books Clean-Up: We review and organize your existing records to ensure your books are accurate and ready to go.
Ledger Reconciliation: We reconcile your bank, credit card, and other financial accounts so everything aligns perfectly.
Transaction Categorization: Every transaction is properly categorized, making it easier to track expenses and prepare for tax time.
Financial Reports: Get clear, easy-to-understand reports like Profit & Loss, Balance Sheet, and Cash Flow statements to help you make confident business decisions.

Key Benefits:

Accurate, organized financial records for decision-making
Simplifies tax filing and preparation
Provides a clear snapshot of your business’s financial health
Reduces errors and prevents missing or duplicate entries

Ideal For:

Freelancers
Solopreneurs
Micro-businesses
Startups just beginning to formalize their accounting processes

With this package, you’ll have peace of mind knowing your financial records are in good hands—so you can focus on growing your business.

Why Pick Us?

Accurate, Reliable Financials

We ensure your financial records are always up to date, accurate, and compliant—so you can make business decisions with confidence.

- Exclusive Discount for First-Time Clients -

Get 15% Off

for 6 Months

Ask about our available discounts after scheduling an appointment with our team

What We Offer

Clean-Up

We review, organize, and restructure your financial records, as needed or upon request; to ensure accuracy, consistency, and efficiency—helping you regain control of your books and build a clear, reliable financial foundation.

Reconciling Ledgers

We carefully reconcile your bank, credit card, and other financial accounts to ensure your records are accurate, balanced, and up to date—giving you confidence in your financial data.

Categorizing Ledger

We accurately match your financial transactions to the correct accounts in your Ledgers, ensuring every dollar is properly tracked. This process keeps your records organized and your reports precise—giving you a clear, reliable view of your business’s financial performance.

Financial Reports

Gain a clear view of your business performance with easy-to-understand financial reports, including Profit & Loss, Balance Sheet, and Cash Flow statements—designed to help you make informed decisions with confidence.

Out-Of-Scope Work

This Package does not include any Out-of-Scope Work that may be requested that is provided by Company. Company retains the right to charge the Client for the Out-of-Scope work at the set upon rates at that time and for any extra fees that may be involved at Company’s discretion for any emergency calls. Out-of-Scope Work will be provided and performed upon written request to the Company, and at such a time, the Company shall provide to the Client price quotes for the Out-of-Scope Work requested for approval before any additional work is performed.