Bookkeeping & Accounting Services
Essential Financial Support for Small Businesses ($250K & Under)
Bookkeeping & Accounting
Our Bookkeeping & Accounting service is built for small businesses earning $250,000 or less in annual revenue. You get clean books, organized records, and clear monthly financial reports. The foundational financial support every small business needs.
This package focuses strictly on the essentials. Any additional services beyond core bookkeeping and reporting are available as add‑ons.
What’s Included?
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Accurate, timely bookkeeping to keep your financials organized.
Transaction categorization
Bank and credit card reconciliations
General ledger maintenance
Month‑end close
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Clear, easy‑to‑read reports delivered every month.
Profit & Loss Statement
Balance Sheet
Cash summary
Basic performance insights
These reports help you understand how your business is performing and support better decision‑making.
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To keep this service affordable for smaller businesses, the following items are not included but can be added as needed:
Accounts Payable
Accounts Receivable
Payroll Management
Sales Tax Filings
Corporate Tax Return
Budgeting & Forecasting
Advisory or CFO Support
This ensures you only pay for what you truly need.
Why Businesses Choose Our Bookkeeping & Accounting Services
Onboarding
We review your current systems, clean up historical data, and set up workflows.
Monthly Bookkeeping
We categorize transactions, reconcile accounts, and maintain accurate records.
Monthly Reporting
You receive clear financial statements every month.
Optional Add‑Ons
You can add services anytime as your business grows.
Who This Service Is For?
This package is ideal for:
Solo entrepreneurs
Freelancers and contractors
Small service‑based businesses
Early‑stage companies under $250K in revenue
Businesses that need clean books but not full operational support
If you’re looking for simple, reliable bookkeeping without the complexity or cost of a full finance department, this service is built for you.
