BASIC

Overview:
Our Basic package is designed to take the stress out of bookkeeping and compliance. It ensures your financial records are accurate, organized, and always ready for tax season. You’ll have peace of mind knowing your books are managed properly, freeing you up to focus on running your business.

This plan is ideal for small businesses, freelancers, and startups that want dependable bookkeeping and compliance without the complexity of advanced financial management or analysis.

What's Includes:
• Bookkeeping & Reconciliation:
• Monthly transaction categorization
• Bank and credit card reconciliations
• Recording of income, expenses, and payroll entries

• Compliance & Tax Readiness:
• Proper chart of accounts setup
• Sales tax tracking
• 1099 preparation and reporting (optional - additional fee applies)
• Year-end books closed and ready for your tax preparer

• Financial Statements:
• Profit & Loss Statement
• Balance Sheet
• Cash Flow Statement

• Support:
• Unlimited support for bookkeeping or financial questions
• Weekly engagement to keep your transactions on track
• Monthly check-ins to review financial reports and address any concerns
• Annual business analysis to evaluate performance and uncover growth opportunities

Why Clients Choose the Basic Package:
• Keeps you compliant and stress-free come tax time
• Provides accurate, organized books that your CPA or tax preparer will love
• Saves time and reduces the risk of errors or missed deductions
• Lays the foundation for financial growth and easier upgrades to advanced plans

Who It's Best For:
• Freelancers and independent professionals
• Small business owners who want peace of mind with their bookkeeping
• Startups needing clean, compliant books without advanced reporting

Ready To Get Started?
Let's keep your finances stress-free and tax-ready year-round. Email us or book your free 30-minute consultation below.