Bookkeeping Services
Essential Bookkeeping
A solid financial foundation, so you can focus on running your business.
Reliable Monthly Bookkeeping for Small Businesses
Essential Bookkeeping is built for business owners who want clean, accurate books and dependable monthly support without paying for services they do not need. It covers the core financial tasks that keep your records organized, your reporting consistent, and your business on steady footing.
With monthly transaction management, reconciliations, and clear financial reports, this package gives you better visibility into your numbers and greater confidence in your day-to-day decisions. It is a practical solution for businesses that want clarity, consistency, and fewer financial loose ends.
Core monthly bookkeeping support for businesses that need accuracy, consistency, and clear reporting.
Request a ConsultationWhat's Included
Essential Support, Structured for Clarity
This package includes the key monthly bookkeeping services many small businesses need to stay organized, informed, and prepared.
Monthly Bookkeeping
- Monthly transaction recording and categorization (up to 100 transactions)
- Bank and credit card reconciliations
- Accurate, organized monthly bookkeeping workflows
Financial Reporting
- Monthly Profit & Loss reports
- Monthly Balance Sheet reports
- Clear financial information to help you monitor business performance
Day-to-Day Support
- Accounts Payable support (tracking, client-approved)
- Accounts Receivable support (tracking, client-approved)
- Email support with a 48-hour response time
Specialized Oversight
- Inventory tracking and reconciliation for restaurant clients
- Quarterly check-in meeting
- Consistent support designed to keep your books current and manageable
Who It's For
A Strong Fit for Business Owners Who Need Dependable Support
Essential Bookkeeping is ideal for businesses that want accurate financial records, reliable reporting, and ongoing support without stepping into higher-touch operational services.
It works especially well for owners who need a trusted bookkeeping foundation, want their monthly financials handled consistently, and prefer straightforward support they can build on as their business grows.
This package may be right for you if you want:
- Clean, consistent monthly bookkeeping
- Clear reporting you can use
- Help staying organized and up to date
- Reliable support without unnecessary complexity
- A bookkeeping foundation that can grow with your business
Add-On Services
Flexible Support as Your Needs Expand
Additional services can be layered onto Essential Bookkeeping as your transaction volume increases or your business needs become more complex.
Transaction Volume Add-Ons
- 101–200 transactions: +$200/month
- 201–300 transactions: +$400/month
- 301–500 transactions: +$600/month
- 500+ transactions: Custom pricing
Optional Services
- Cleanup & Catch-Up Bookkeeping: Variable Pricing following initial discussion (project-based, assessed upfront)
- Payroll Processing
- Inventory Management
- IRS Notice Support (document organization only)
Let's Simplify Your Bookkeeping
Get the steady financial support your business needs.
If you are looking for consistent monthly bookkeeping, clear reporting, and dependable support, Essential Bookkeeping is a strong place to start.
Schedule a Consultation