📘 Monthly Bookkeeping

• Record and categorize income and expenses

• Reconcile bank and credit card accounts

• Maintain accurate digital records
  ➡️ Keep your books organized and up to date every month.

📊 Financial Reporting

• Monthly profit & loss statement

• Balance sheet snapshot

• Custom reports tailored to your business needs
  ➡️ Understand where your money is going and make informed decisions.

💼 Accounts Support

• Track accounts receivable (invoices owed to you)

• Track accounts payable (bills you owe)

• Payroll record entry (if applicable)
  ➡️ Stay on top of cash flow with clear, reliable tracking.

🧹 Clean-Up & Catch-Up

• Organize and update backlogged books

• Correct errors in existing records

• Bring your books up to date so you can move forward with confidence
  ➡️ Perfect for businesses that have fallen behind and need a fresh start.

📦 One-Time Services

• Tax Prep Organization – Collect, categorize, and summarize receipts, donations, and deductible expenses so you’re ready for your CPA. (Starting at $150)
  
  

• Budget Setup – Build a personalized spreadsheet system to track income and expenses, with a 1:1 walkthrough. (Starting at $100)
  
  

• Debt Tracking & Payoff Plan – Create a clear plan to organize debts and map out payoff strategies. (Starting at $150)
  
  

📘 Ongoing Monthly Support

• Basic Personal Bookkeeping – Track 1–2 accounts and provide a simple monthly summary. (From $100/month)
  
  

• Standard Personal Bookkeeping – Track multiple accounts, categorize expenses, and provide monthly reporting. (From $150/month)
  
  

• Comprehensive Personal Bookkeeping – Full expense tracking, monthly reports, and budget updates. (From $200/month)