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Perfect for small business owners and solopreneurs who just need their books organized and accurate. Ideal for new or small businesses that just want clean, reliable books each month.
What it includes:
Monthly transaction recording and categorization
Account reconciliation (bank, credit card, PayPal, etc.)
Basic financial statements (Profit & Loss, Balance Sheet)
Secure cloud-based bookkeeping set up (QuickBooks Online etc.)
Email and text support for basic questions
Up to 4 bank, credit card or PayPal accounts
Up to 2 Revenue streams/payment sources
Pre book 1 work block per month for time sensitive tasks
Benefit to client:
Keeps finances organized and accurate without the overwhelm.
Perfect for small business owners and solopreneurs who just need their books organized and accurate. Ideal for new or small businesses that just want clean, reliable books each month.
What it includes:
Monthly transaction recording and categorization
Account reconciliation (bank, credit card, PayPal, etc.)
Basic financial statements (Profit & Loss, Balance Sheet)
Secure cloud-based bookkeeping set up (QuickBooks Online etc.)
Email and text support for basic questions
Up to 4 bank, credit card or PayPal accounts
Up to 2 Revenue streams/payment sources
Pre book 1 work block per month for time sensitive tasks
Benefit to client:
Keeps finances organized and accurate without the overwhelm.