Expert Level Essentials

$399.00 every month

Clean books. Zero stress.

Perfect for small business owners who want their finances handled accurately and on time. We take care of monthly transactions, reconciliations, and reports so you can focus on running your business — not chasing numbers.

Simple. Professional. Expert level.

What’s included:

  • Monthly transaction categorization

  • Bank & credit card reconciliations

  • Monthly financial reports (Profit & Loss + Balance Sheet)

  • Expense tracking

  • Basic cleanup and error checks

  • Email support for bookkeeping questions

Clean books. Zero stress.

Perfect for small business owners who want their finances handled accurately and on time. We take care of monthly transactions, reconciliations, and reports so you can focus on running your business — not chasing numbers.

Simple. Professional. Expert level.

What’s included:

  • Monthly transaction categorization

  • Bank & credit card reconciliations

  • Monthly financial reports (Profit & Loss + Balance Sheet)

  • Expense tracking

  • Basic cleanup and error checks

  • Email support for bookkeeping questions