Bookkeeping — Financial Foundation (Tier 1)
About This Service
<p>Clean, current books and a monthly P&L — every month without fail. </p><p><br></p><p>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. </p><p><br></p><p>Note: This service provides bookkeeping and financial records support only. Tax preparation, audits, financial advice, and accounting opinions are outside scope.</p>
Deliverables
- Monthly transaction categorization - Bank & credit card reconciliation (up to 2 accounts) - Receipt organization - Monthly Profit & Loss report - Basic invoicing and payment tracking - Email support for bookkeeping questions
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