Essential Needs

The Essential Needs package is designed for new business owners or solopreneurs who need comprehensive bookkeeping services. This package includes all of the features of our Start-Up package, such as client entry review (up to 70 transactions), bank account reconciliation (1 checking and 1 savings account), and monthly financial statement preparation. 

I also offer credit card account reconciliation (1 credit card account), year-end tax package, and 1099s preparation. I will prepare your annual tax package for your tax CPA, including a profit and loss statement, balance sheet, and general ledger, as well as copies of your December bank statement, reconciliation report, and invoices for any fixed asset purchases.