Keep Your Books Clean, Consistent, And Easier To Understand.
Reliable bookkeeping is more than just recording transactions.
The Core Essentials Bookkeeping Plan is designed to help self-employed business owners maintain organized financial records, cleaner reporting, and stronger day-to-day financial consistency — without having to manage the bookkeeping process themselves.
Whether your books have started falling behind, your reports no longer feel useful, or you simply need reliable ongoing support, this plan is built to help you stay organized and supported as your business grows.
This is more than traditional bookkeeping.
It’s about creating financial systems that are easier to maintain, easier to trust, and easier to use for real business decisions.
Core Essentials Bookkeeping Support Plan
Built With The Ready For Growth™ Approach
raditional bookkeeping has an important place. It helps keep records organized, reports updated, and books ready for tax time.
The Core Essentials Bookkeeping Plan builds from there by keeping your books consistent, reconciled, and aligned with the way your business actually operates.
Even with the right tools in place, your books still need human review, judgment, and care so the numbers stay reliable, useful, and easier to trust month after month.
As your business grows, additional support and advisory services may be available through the Ready For Growth™ Framework.
We’ll look at things like:
What’s Included
Recording Of Transactions
Reviewing, accepting, and categorizing transactions throughout the month to help maintain organized financial records and cleaner reporting consistency. Supports up to 3 accounts/225 transactions per month.
Bank & Credit Card Reconciliations
Routine reconciliation of connected business accounts to help maintain accuracy and consistency within your financial records.
Standard Payroll & Sales Tax Reconciliation
Reconciliation support to help ensure payroll and sales tax activity matches your records. If something does not line up, we’ll review and troubleshoot the issue so it can be corrected.
Merchant Account Reconciliation
Review and reconciliation support for one connected merchant processor such as Square, Stripe, or PayPal.
Quarterly Financial Reports
Quarterly Profit & Loss and Balance Sheet reports generated from the accounting software. For additional support, you can explore our reporting insights and advisory add-ons.
1099 Vendor Tracking
Tracking support for 1099 vendors throughout the year to help simplify year-end reporting preparation.
Email Q&A Support
Ongoing email support for bookkeeping questions, clarification, and day-to-day financial organization guidance.
Optional Add-On Services
Additional reporting, advisory support, clean-up work, budgeting, and system support may be added separately based on your business needs.
Clear Support. Clear Scope.
This plan is designed to provide reliable ongoing bookkeeping support and financial organization for businesses with already-established systems.
While this plan includes ongoing bookkeeping maintenance and reporting, it does not include large-scale historical cleanup projects, major restructuring work, tax filing, or advanced advisory services.
If additional work is needed, recommendations and next steps will always be discussed before moving forward.
Additional support may be added separately as your business grows and your needs evolve.
what this plan does not include:
How It Works
Free Initial Review
We start with a conversation and high-level review of your current setup to determine the best next step for your business.
This includes:
- Temporary review access to your bookkeeping setup
- Discussion around business operations and workflow
- General pricing guidance based on current needs
Paid Diagnostic Review & Roadmap
Before ongoing services begin, we complete a deeper review of your accounting system so we can understand where things stand and what needs to happen next.
This step includes a report of findings and recommendations, a cleanup roadmap if needed, workflow/process recommendations, and exact pricing for next steps.
Learn More About The Diagnostic Review & Roadmap
Clean-Up & System Alignment
If cleanup is needed, it must be completed before ongoing bookkeeping services begin. Cleanup is priced separately based on the level of work required.
This step makes sure your financial system is aligned with our bookkeeping standards before we take over ongoing support.
You may choose to have us complete the cleanup, or use the roadmap from your Diagnostic Review to complete the work before ongoing bookkeeping begins.
Ongoing Support & Accountability
Once your books are cleaned up and aligned, we move into recurring bookkeeping support based on the scope outlined in your service plan.
This is where the Core Essentials Plan begins — with clean books, clear expectations, and a system ready to be maintained.
Investment
The Core Essentials Bookkeeping Plan starts at $300/month
Before ongoing bookkeeping begins, your books need to be cleaned up, aligned, and ready for consistent monthly support.
Additional bookkeeping support, reporting insights, and advisory support are available separately through add-on services.
Final pricing is based on:
Not Sure Where To Start?
That’s okay. Let’s take a look at where things stand and figure out the right next step together.
Sometimes the hardest part is simply knowing where to begin.
Simple Systems. Sensible Numbers. Smarter Decisions