Starter Package

Service Description

Ideal for: Freelancers, startups, and small businesses needing clean, accurate records. Goal: Establish a clear financial foundation. Includes: • Up to 150 transactions/month • 1 bank/credit card account • Monthly reconciliation • Basic financial reports (P&L, Balance Sheet) • Biannual financial review call • QuickBooks setup • Chart of Accounts set up • Equipment list & depreciation schedule creation