Essentials Bookkeeping
Starting at $300 per month
Clean books. Minimal touch. Tax-ready confidence.
This package is for business owners who don’t want to think about bookkeeping during the year and just want to know their books are clean when tax time rolls around.
We handle the monthly work quietly in the background, so everything is accurate, compliant, and ready to go, without a lot of back-and-forth.
What’s included
Monthly transaction categorization
Monthly bank and credit card reconciliations
Year-end, tax-ready financial statements
Annual check-in (email or recorded review)
Secure portal-based communication
Is this a good fit?
This is a great fit if you’re thinking:
“I just want this handled.”
“I don’t need regular check-ins.”
“As long as it’s right for taxes, I’m good.”
You may want to consider Growth Bookkeeping if you’d like help understanding what the numbers actually mean or want someone checking in before tax time.
Important notes
Payroll, sales tax filings, cleanup work, and software setup are not included and are quoted separately.
Tax preparation and tax planning will be quoted separately depending on your package and needs.
All clients receive clear scope boundaries to protect both your time and ours.