Basic Bookkeeping Plan
Monthly books for lean, growing businesses
What basic bookkeeping plan covers
Built for solo owners and early-stage businesses that need their numbers handled properly without paying for capacity they will not use. We categorize up to 50 transactions each month, reconcile your accounts, and keep QuickBooks Online current so you always know where the business stands. Every month closes with a clear report pack and a direct line to your bookkeeper over WhatsApp.
Every plan is delivered remotely through QuickBooks Online, with direct WhatsApp access to your bookkeeper. You keep full visibility into your numbers without having to maintain them yourself.
Everything in this plan
- Up to 50 transactions categorized every month
- QuickBooks Online kept organized and current
- Monthly Balance Sheet, Profit & Loss, and Cash Flow statements
- Business Health Panel scored 0–100 with automated analysis
- Bank and credit card reconciliation each month
- Direct WhatsApp communication with your bookkeeper
Four steps from first call to monthly reporting
Free Consultation
We review your business, transaction volume, and current QuickBooks setup to confirm this plan is the right fit.
Account Connection
We securely link your bank and credit card feeds to QuickBooks Online and set up a clean chart of accounts.
Monthly Close
Transactions are categorized and accounts reconciled on a fixed monthly schedule, so nothing accumulates.
Report & Review
You receive your report pack plus your Business Health score, and we walk through anything that needs attention.
The difference accurate books make
Reliable numbers are not an accounting formality. They are what lets you price correctly, spot problems early, and make decisions without guessing.
Certified Expertise
An Intuit-certified bookkeeper handling your file directly — not an automated categorization engine.
Reconciled, Not Estimated
Every account is matched to the actual statement each month, so the numbers are verified rather than assumed.
Decision-Ready Reports
Three financial statements plus a 0–100 health score, delivered on a predictable monthly schedule.
Never Behind Again
A fixed monthly close means no backlog builds up and no year-end reconstruction is ever required.
Disciplined from first entry to final report
Accurate books come from consistent habits, not from catching up later. Here is the standard applied to every client file.
Direct Communication
Message your bookkeeper on WhatsApp and get answers from the person who knows your file.
Purpose-Built Setup
A chart of accounts structured around how your business actually earns and spends.
Verified Reconciliation
Bank, credit card, and merchant accounts reconciled to the statement every single month.
Secure Handling
Read-only bank feeds and secure document exchange — your credentials stay yours.
English & Spanish
Review your numbers and ask questions in whichever language you work in.
Questions, answered
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Share a few details about your business and we'll come back with clear next steps — plus 15% off your first month as a new client.