Essentials Package

The Essential package is designed for business owners who need dependable bookkeeping and clean financial records every month. We take care of the fundamentals - so you can focus on running your business knowing your books are accurate and up-to-date.

Essentials Package - Reliable Bookkeeping for Peace of Mind

What’s Included

  • Monthly bookkeeping & reconciliation

  • Monthly financial reports (Profit & Loss, Balance Sheet)

  • Yearly financial review meetings to stay aligned with your goals

  • Dedicated client portal for document sharing and secure communication

Additional Services Upon Request:

  • Accounting Software Setup

  • Quickbooks Catch-up and Clean-Up

  • 3rd party Payroll Software Setup

  • 3rd Party Sales/Use Tax Setup

  • Advisory/Consulting/Training Time

A person using a MacBook Pro laptop displaying financial data and graphs on a dashboard, placed on a wooden table with a smartphone nearby in a modern office or café setting.

Who It’s For

Small business owners and entrepreneurs who need consistent, organized bookkeeping without the complexity of higher-level financial services.

Ready to simplify your bookkeeping?