Essentials Package

The Essentials 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
Stress free books done right every month

What’s Included

  • Monthly bank and card reconciliation

  • Expense categorization with bank rules

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

  • Dedicated client portal for document sharing and secure communication

Additional Services Upon Request:

  • Accounting Software Setup

  • Quickbooks Catch-up and Clean-Up

  • 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. Best for freelances and solo service owners under $100,000 in revenue.

Ready to simplify your bookkeeping?

Schedule a Discovery Call