Bookkeeping — Financial Foundation (Tier 1)

Clean, current books and a monthly P&L — every month without fail.

Built for solo business owners and freelancers with low transaction volume who need reliable financial records without the overhead of a full-service bookkeeper. Includes monthly transaction categorization, bank and credit card reconciliation (up to 2 accounts), receipt organization, monthly Profit & Loss report, and basic invoicing and payment tracking.

Note: This service provides bookkeeping and financial records support only. Tax preparation, audits, financial advice, and accounting opinions are outside scope.