Essential Ledger Package
Tier Type: Entry Level & Compliance Focused. Launch with structure. Look credible. Stay compliant.
Best For: Start-ups, Solo Entrepreneurs, low monthly transaction volume businesses.
Add-on Services may be subject to additional costs.
Core Bookkeeping
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Monthly transaction categorization
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Bank & Credit card reconciliation (up to set account limit)
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Chart of accounts set-up or clean-up
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Basic Journal Entries
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Month-end closing
Compliance & Maintenance
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Books maintained tax-ready
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Error and duplicate transaction review
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Basic audit trail review
Basic Website Design & Development
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1-3 page website layout
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Basic branding alignment
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Mobile-responsive layout
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Contact Form integration
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1 Design revision round
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CMS setup (Wix, Square, WordPress, Shopify, etc.)
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Theme Installation
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Plugin Configuration
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Security Basics
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Basic Speed Optimization
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Launch Set-up
Financial Reporting
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Monthly Profit & Loss statement
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Monthly Balance Sheet
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Cash Flow snapshot (basic)
Support & Communication
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Email support (47-72 hour turnaround)
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Monthly financial summary email
Optional Add-on Services
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Historical Catch-up Bookkeeping
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Payroll processing coordination
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Sales tax filing
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1099 filing
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Bill pay services
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Invoice creation & customer billing
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Receipt management systems set-up
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Software set-up & migration
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Financial process automation
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Monthly Website Management
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Social Media Management & Integrations