Monthly Bookkeeping
Detailed Monthly Report (P&L)
Simple, clean bookkeeping for small businesses and contractors
Keep track of income and expenses without stress. Helps you understand your cash flow and provides a professional record if you ever need to show your numbers to a bank or lender. Perfect for very small operations with simple transactions
Monthly Bookkeeping
Detailed Monthly Report (P&L)
Monthly Bank & Credit Card Reconciliation
Annual Tax Filing (Federal + State Included)
Full-service bookkeeping + tax filing for sole proprietors and small contractors
Includes reconciliation of bank & credit card accounts and annual tax filing. Gives you peace of mind, reduces errors, and ensures you’re prepared for tax season. Makes it easy to present organized financials to banks or investors
Includes everything in Basic Package
Quarterly Review Calls
Basic Tax Planning Guidance
Invoice generation & credit card/ACH payment setup
Premium small business support including invoicing and advisory
Includes everything in the Basic Package, plus invoice generation and credit card/ACH payment setup, quarterly review calls, and basic tax planning. Helps small businesses look professional, get paid faster, and present accurate, clean financials to banks or lenders