S2

Essentials

Essentials – For Businesses Ready to Level Up
Everything in Simple Start, plus deeper financial management and growth-focused support.

Transaction Categorization – We review and categorize every transaction in your accounts so your books are clean, organized, and ready for reporting.
Profit & Loss Statement + Schedule C Preparation – We prepare an accurate Profit & Loss report each month and make sure your numbers are ready for Schedule C filing at tax time.
Account Reconciliation – We match your bank and credit card statements to your records so nothing is missing or duplicated.
Clear, Easy-to-Understand Reports – You’ll know exactly where your business stands financially without having to dig through spreadsheets.

Full Financial Statement Management – We prepare and maintain your Profit & Loss, Balance Sheet, and create custom reports tailored to the specific needs of your business.

Monthly Business Consultation – One-on-one strategy sessions tailored to your business needs, designed to identify growth opportunities and optimize operations.