Bookkeeping Professional Service
Tier Type: For start-ups and small businesses needing foundational financial organization
Best For: Sole Proprietors, freelancers, new LLC's
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 in Tier 1- Basic:
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Income & Expense Tracking
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Bank & Credit Card Reconciliations
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Monthly Financial Statements
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Profit & Loss Report
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Balance Sheet
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Chart of Accounts Set-up or Clean-up
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Email Support (Response withing 48 hours)
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Quarterly Financial Summary Report
What’s Included in Tier 2- Professional:
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Weekly Transaction Categorization
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Accounts payable Management
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Accounts receivable Management & Invoicing Support
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Cash Flow Tracking & Reporting
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Budget Creation & Monitoring
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Payroll Coordination Support
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Monthly Financial Review Meeting
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KPI Performance Reporting
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Sales Tax Tracking & Filing Assistance
Key Benefits:
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Accurate, up-to-date financial records for better decision-making
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Improved cash flow management and operational efficiency
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Simplified tax preparation and compliance support
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Insightful reports to track business performance and growth
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Reduced errors and professional handling of financial processes
Ideal For:
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E-Commerce
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Mid-Level Businesses
Designed for businesses that need more than basic record-keeping. This level provides detailed financial oversight, accurate reporting, and strategic insights to help you manage cash flow, stay compliant, and make informed business decisions.
- Exclusive Discount for First-Time Clients -
Get 15% Off
for 3 Months