Basic Bookkeeping Plan

Affordable Bookkeeping for Growing Freelancers and Small Businesses

Our Basic Bookkeeping Plan is designed specifically for freelancers, solo entrepreneurs, and small businesses that need professional bookkeeping without the premium price tag. For just $50 per month, you get essential bookkeeping services that keep your financial records organized, accurate, and ready for tax season.

This entry-level plan provides the foundation of good financial management. We handle your income and expense tracking, provide monthly summaries, and ensure your books are maintained according to proper accounting standards. While it's our most affordable option, you still receive professional service from experienced bookkeepers who understand small business needs.

The Basic Plan is ideal if you're a freelancer managing straightforward finances, a small business with moderate transaction volumes, or a startup wanting to establish good bookkeeping practices from day one. As your business grows, you can easily upgrade to our Professional or Premium plans for more comprehensive services and support.

What's Included in the Basic Plan

Who Is This Plan For?

How Does Basic Compare to Other Plans?

The Basic Plan provides essential bookkeeping at an affordable price. If you need more comprehensive services like complete financial statements, tax compliance support, or priority support, consider our Professional Plan ($75/month). For businesses needing strategic CFO guidance and dedicated account management, our Premium Plan ($100/month) delivers advanced services and advisory support.

Frequently Asked Questions

What's the difference between Basic and Professional plans?

The Basic Plan provides essential bookkeeping and monthly summaries, while the Professional Plan includes complete financial statements (profit & loss, balance sheet), tax compliance support, and priority support with faster turnaround times.

How many transactions does the Basic Plan include?

The Basic Plan is designed for businesses with moderate transaction volumes (typically up to 50-75 transactions per month). Businesses with higher volumes may require the Professional or Premium plan. Contact us to discuss your specific needs.

Can I upgrade to a higher plan later?

Absolutely! You can upgrade to the Professional or Premium plan at any time as your business grows and your needs evolve. We make the transition seamless with no disruption to your bookkeeping.

Is there a setup fee?

No hidden fees! The monthly price of $50 includes everything. If you have historical books that need cleanup, we can provide a separate quote for that one-time service.

What if I need tax filing services?

Tax filing is included in our Professional Plan. If you have the Basic Plan and need tax filing support, we can provide it as an add-on service or you can upgrade to the Professional Plan