Our Base Package

Starting at $500/month

Perfect for businesses just getting started or looking for dependable, accurate bookkeeping without the extras.

This package lays the groundwork for solid financial habits. It’s all about keeping your books clean, clear, and correct—so you can make decisions based on real numbers, not gut feelings.

Here’s what each feature includes and how we’ll work together:

Transaction Categorization The very core of bookkeeping is categorizing your transactions in meaningful ways that lead down the path of your tax person working their magic—maximizing allowable deductions for your return. Many tax professionals assume your books are accurate when preparing your return and rarely verify the details, which can lead to miscategorized or missed deductions that cost your business significantly. We work with you—and alongside your tax preparer—to ensure every transaction is placed where it belongs, so nothing gets overlooked and your financials tell the right story.

Bank/Credit Card Reconciliation After categorizing your transactions, we’ll take your bank and/or credit card statements to compare what the bank recognizes versus what your bookkeeping records display. This is how we catch duplicates, missed entries, or potential errors before they snowball into bigger issues. Regular reconciliations give you confidence that your books reflect reality and nothing is slipping through the cracks.

Basic Financial Reporting Now that your books are up to date and accurate, you’ll receive monthly financial reports that give a clear snapshot of how your business is doing. We’ll walk you through what these reports are saying and how you can use them to make informed decisions.

Ready to start your story? 

Book a Free Discovery Call!