Essential Business Bundle

Our entry-level bundle combines monthly bookkeeping with the core compliance and year-end services that every small business needs. Designed for straightforward businesses with lower transaction volumes, this plan provides consistent, accurate books year-round without overcomplicating your financial management. 

Essential Bundle clients receive monthly financial reports, bank reconciliations, year-end preparation, and priority scheduling during tax season. It is the most efficient way for a new or small business to maintain professional financial records at a predictable monthly cost.

Bookkeeping

• Monthly transaction categorization
• 1 bank/credit card reconciliation
• Monthly financial reports (P&L + Balance Sheet)
• Basic email support

Payroll

• Biweekly or monthly payroll (up to 3 employees)
• Payroll tax filings (941s, 940)
• W-2s & 1099 tracking

💰 Starting at:👉 $350 – $500/month