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Bookkeeping Basic Service

Tier Type: For start-ups and small businesses needing foundational financial organization

Best For: Sole Proprietors, freelancers, new LLC's

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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.

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What’s Included:

  • Monthly Transaction Categorization

  • Income & Expense Tracking

  • Bank & Credit Card Reconciliations

  • Monthly Financial Statements

    • Profit & Loss Report

    • Balance Sheet

  • Chart of Accounts Set-up or Clean-up

  • Basic Accounts Payable & Receivable Tracking

  • Email Support (Response withing 48 hours)

  • Quarterly Financial Summary Report

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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

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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.

- Exclusive Discount for First-Time Clients -

Get 15& Off

for 3 Months

Ask about available discounts after scheduling and appointment with our team

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