BOOKKEEPING ONLY.
“Bookkeeping Only service is built for businesses that simply need reliable, accurate transaction recording and clean books each month. This is the essential foundation for every business owner who wants to stay organized, prepared for tax season, and ready to grow — without the complexities of accounting strategy or advisory.”
💼 Pricing Option
What You’ll Receive:
Transaction Recording & Categorization
Record and categorize all financial transactions monthly
Maintain clean, accurate records for every expense and income item
Ensure organized chart of accounts
Bank & Credit Card Reconciliations
Monthly bank account reconciliation
Monthly credit card account reconciliation
Identify and flag discrepancies for client review
Basic Reporting (For Recordkeeping Purposes Only)
Provide basic Profit & Loss and Balance Sheet summaries monthly
Ensure books are accurate and export-ready for tax preparer
Tax Preparation Support
Maintain tax-ready financials throughout the year
Provide year-end reports for CPA or tax preparer
Sales Tax Recordkeeping (Basic)
Track sales transactions and sales tax collected
Record sales tax payments in the books (client responsible for filings unless otherwise arranged)
Client Support (Basic)
Email access for bookkeeping-related questions only
Flag potential issues, errors, or missing documents for client resolutio
Is This Service Right for You?
“Affordable, reliable service: Professional monthly bookkeeping at an accessible price”
Need something custom? We’ll build a package that fits your business goals perfectly.