Ongoing Monthly Bookkeeping for Small Business Owners

 Designed for solopreneurs and simple service-based  businesses.

✔ Monthly transaction categorization
✔ Bank & credit card reconciliation
✔ Monthly Profit & Loss statement
✔ Balance Sheet
✔ Email support

 For growing businesses with higher transaction volume.

✔ Everything in Essential
✔ Revenue tracking
✔ Basic financial insights
✔ Quarterly review call
✔ Priority email support 

For established or higher-volume businesses requiring more oversight.

✔ Everything in Growth
✔ Multiple account management
✔ Project or class tracking (if needed)
✔ KPI summary reporting
✔ Ongoing advisory support