About
Our Bookkeeping Essentials package is designed to keep your business finances accurate, organized, and up to date. This service includes:
Monthly Transaction Categorization – Accurate classification of income and expenses to keep your books clean and compliant.
Bank & Credit Card Reconciliations – Regular reconciliations to ensure your accounts match and identify discrepancies.
Financial Statement Preparation – Clear, easy-to-understand financial reports to help you make informed decisions.
Secure Cloud-Based Record Keeping – Access your financial records anytime, anywhere with safe, encrypted storage.
Monthly Review Meeting – One-on-one check-ins to go over your reports, answer questions, and keep you on track.
Email Support – Ongoing email assistance for questions or concerns between meetings.
Perfect for small businesses that need reliable, professional bookkeeping without the overhead.
Pricing Note: The rates listed reflect our standard hourly pricing. We also offer a Salary Guarantee Amendment within 30 days post-onboarding, which can transition billing to a flat-rate model, if you choose to accept it. This option provides the same high-quality services at a discounted rate of 10–25% off, depending on the scope and continuity of services requested.