Essential Bookkeeping: Empower Your Small Business
Essential Bookkeeping
Empower Your Small Business
Who is this for?
The Essential Bookkeeping tier is tailored for small businesses, freelancers, and startups handling up to 250 monthly transactions. If you're looking for a reliable way to stay organized, track expenses, and understand your financial health without diving into advanced analysis, this tier offers the perfect balance.
What's included?
Up to 250 Transactions/Month
Ideal for businesses with moderate transaction volumes, such as local services, e-commerce shops, or small retail stores. This limit allows you to capture all essential financial activities without overwhelming costs.
Monthly Financial Reports
Get essential financial statements: Profit & Loss, Balance Sheet, and Statement of Cash Flows. These reports provide insights into your business's monthly performance, helping you make informed decisions to grow.
Basic Data Visualization (Excel)
Visualize your financial data in an easy-to-read format. Basic graphs and charts let you see trends and patterns, enabling you to manage your cash flow effectively.
Email & Phone Support
Support is just a call or email away, so you can address questions or challenges in real-time without losing momentum.
Basic Expense Tracking
Stay on top of your spending. Simple tracking helps control costs, spot overspending, and prepare for growth by knowing where your money goes.
Basic Cash Flow Analysis
Gain insights into how your business is performing, highlighting areas of strength and opportunities for improvement.
Basic Performance Analysis
Get a detailed analysis of your business’s quarterly performance, focused on key metrics that matter to your growth. Quarterly reviews ensure you’re on track and enable adjustments based on insights gained.
Assistance with Tax Preparation Documents
Ensure you’re prepared for tax season with organized financials, saving time and avoiding stress.
Ready to Get Started with our Essential Bookkeeping Service?
Let's explore how this service can support your business goals.