Basic bookkeeping built for consistency
For teams who want clean monthly books without overbuilding the process. We focus on categorization, reconciliations, and a repeatable close so you always know where you stand.
Who this is for
Basic Bookkeeping is a strong fit when you want a reliable monthly close and clean books, while keeping processes lightweight.
Simple operations
Fewer revenue streams, minimal inventory complexity, and straightforward expenses.
Owner-led finance
You want confidence in the numbers without building a large internal finance function.
Staying current
You want the books closed regularly so decisions aren’t based on stale data.
What’s included
Core bookkeeping activities that support clean internal reporting.
- Transaction categorization and basic account hygiene
- Bank and credit card reconciliations
- Monthly close checklist (repeatable cadence)
- Internal-use financial statements (P&L and balance sheet)
- Basic chart of accounts cleanup (as needed)
- Documentation of recurring categorization rules
How it differs from other tiers
Basic Bookkeeping is the streamlined option. It covers the essentials needed to keep books clean and current.
Compared to Full Service
Less operational coordination and fewer workflow layers. If you need more hands-on support around close routines and finance workflows, see Full Service Bookkeeping.
Compared to Plus Insights
Does not include KPI packs, analysis notes, or recurring insight sessions. For that, see Bookkeeping + Insights.
Compared to Cleanup
Built for ongoing monthly work. If you need to catch up historical periods or fix prior issues first, see Cleanup (Project-Based).
Example use cases
Practical scenarios where Basic Bookkeeping fits well.
Monthly close stability
You want the books closed on a predictable cadence and fewer surprises at month-end.
Simple internal reporting
You need clean P&L and balance sheet outputs for internal review and planning.
Tool consolidation
You want standard rules and documentation so categorization stays consistent over time.
Clear scope boundaries
This service is focused on bookkeeping and financial operations support.
In scope
- Bookkeeping workflows, reconciliations, and close cadence
- Internal reporting outputs and operational documentation
- Tool setup hygiene and consistent categorization rules
Out of scope
- Tax filing, tax strategy, or representation with tax authorities
- Investment advice, securities recommendations, or wealth management
- Legal advice, audits/assurance, or formal attest services
Scope varies by engagement and the tools you use. Final scope is confirmed during onboarding.
Ready for cleaner monthly books?
Share your current software and approximate transaction volume. We’ll discuss fit, scope, and next steps.
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