Basic Bookkeeping Package

Overview:

Our Basic Bookkeeping Package is designed for sole proprietors, startups, and small businesses that need dependable, accurate financial recordkeeping without complexity. This foundational package ensures your books are organized, compliant, and ready for tax season — giving you confidence and peace of mind year-round.

What’s Included:

• Monthly income and expense tracking for precise financial visibility
• Bank and credit card reconciliations (up to 2 accounts) to ensure accuracy and catch discrepancies early
• QuickBooks Online setup or review to optimize your accounting workflow
• Categorization of transactions in accordance with IRS reporting standards
• Monthly financial summary reports for simplified performance tracking
• Email support during business hours for ongoing assistance and clarification

Our Goal:

To maintain clean, compliant, and tax-ready books that help you focus on growing your business while we handle the details.