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Bookkeeping 

Bookkeeping – Foundational Package

Designed for businesses that want clean, accurate books and dependable financial reporting — without the stress.

This service focuses on building a strong financial foundation so you can operate with confidence and clarity.

Services include:

  • Monthly bookkeeping & bank reconciliations

  • Annual financial reports

  • Financial statement review

  • Owner strategy meeting (annual or periodic)

  • Ongoing email and phone support

Who this is for:

Designed for businesses that want clean, accurate books and dependable financial reporting — without the stress.

This service focuses on building a strong financial foundation so you can operate with confidence, clarity, and peace of mind.

Why Foundational Bookkeeping Matters

Clean books aren’t just about compliance — they’re about clarity. When your financial records are accurate and up to date, you can make informed decisions, avoid surprises, and work more efficiently with your CPA or tax professional.

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Do you offer a free consultation?

Q

Yes. Your initial consultation is complimentary and designed to help you gain clarity around your books, identify any issues, and determine the best next steps — with no obligation.

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How do I know which service is right for my business?

Q

That’s very common. Many clients come to us knowing something feels off but aren’t sure where to start. During your consultation, we’ll review your situation and recommend the most appropriate level of support.

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