Essential Foundations Bookkeeping

Unlock your business potential with the Essential Foundations package—a comprehensive solution designed to streamline your financial operations and maximize savings. Enjoy expert business tax strategy consultations, seamless bookkeeping system setup, and dedicated account management. Stay organized with our annual tax preparation checklist and receive precise monthly transaction categorization and profit & loss reporting. Plus, benefit from responsive email support for all your bookkeeping inquiries. Suitable for businesses of any size, this package is available in digital format for easy access and convenience.

Initial Setup: $497 (one-time)

*Business tax strategy consultation (1 hour)

*QuickBooks or Wave account setup

*Basic bookkeeping system setup (monthly tracking)

*Annual tax preparation checklist

Monthly: $149

*Categorization of up to 75 transactions

*Monthly profit & loss (P&L) report

*Email support for bookkeeping questions

*Minimum of 6 month Term