Personal Bookkeeping

Best for: Individuals who want help staying on budget

Starting Price: $75

Disclaimer: Do not purchase anything on website. Invoice will be sent after customer signs agreement. 

Includes:

• Up to 100 transactions/month
• Up to 2 bank/credit accounts
• Monthly financial statements
• Plain-English financial summary
• Priority email support (48 hours) 
  

Add Ons: 

• Budget setup & ongoing budget tracking
• Bill tracking & due-date reminders
• Identify overspending & savings opportunities
• Clean up past or disorganized records

 Start of Service begin after:

• Signed Bookkeeping Services Agreement
• Completed intake form
• Successful payment 

Legal & Service Disclaimer:

This service includes bookkeeping only.

Tax advice, legal advice, financial advising, and government representation are not provided.

All work is based on information supplied by the client.