Starting a new business comes with many financial challenges, and our Startup Essentials Package is designed to help you set up and manage your financial systems effectively without the need for a full-time bookkeeper.

Here’s What’s Included: 

General Ledger Maintenance: We ensure accurate and organized recording of all financial transactions in your general ledger, setting a solid foundation for your business.

Expense Tracking and Categorization: We monitor and categorize expenses, ensuring accurate financial reporting and tax preparation.

Bank Reconciliation: We reconcile your financial records with bank statements, catching discrepancies early to protect your business.

Software Setup and Training: We help set up bookkeeping software like QuickBooks Online and train your team for efficient financial management.

Financial Planning Consulting: We guide you in creating strategic financial plans, including budgeting, forecasting, and investment strategies tailored to your business goals.