Services / Essentials
Essentials
$300+/mo
Your bank feeds get categorized, your books get closed, and your financial statements land on time every month. This is the foundation every other tier builds on.
What’s included
Essentials keeps your books current and accurate without adding anything you don’t need yet. It’s built for owners who mainly want clean numbers on a predictable schedule.
Bank and credit card reconciliation
Every account connected to QBO gets reconciled monthly, so your balances match reality.
Transaction classification
Income and expenses get coded to the right accounts, consistently, month after month.
Monthly financial statements
Profit and loss and balance sheet delivered on a set schedule, not whenever someone gets to it.
QBO chart of accounts cleanup
Your chart of accounts gets set up or straightened out so reports actually mean something.
Read-only bank connections
Where your bank supports it, statements get pulled through view-only access. No digging through email for PDFs.
Direct email access to Brett
Questions about a transaction or a statement get answered by the person doing the work, not a support queue.
Ready to get started?
Book a free 30-minute consult and we’ll figure out if Essentials is the right starting point for your books.