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Ideal for solopreneurs, professional service firms, and steady micro-businesses needing pristine, tax-ready financial records without CFO bloat.
Our Essential tier is engineered for business owners who demand accuracy and simplicity. De Young & Smith Bookkeeping, LLC manages your routine accounting workflows, ensuring every income item and expense is accurately categorized and reconciled before tax deadlines arrive.
Key Deliverables:
Monthly bank & credit card reconciliation (up to 2 accounts)
Transaction classification & ledger entry (up to 100 transactions/month)
Monthly Profit & Loss (P&L) statement, Balance Sheet generation, and Cash Flow statement
Quarterly strategy and review call
Audit-ready month-end closes
Ideal for solopreneurs, professional service firms, and steady micro-businesses needing pristine, tax-ready financial records without CFO bloat.
Our Essential tier is engineered for business owners who demand accuracy and simplicity. De Young & Smith Bookkeeping, LLC manages your routine accounting workflows, ensuring every income item and expense is accurately categorized and reconciled before tax deadlines arrive.
Key Deliverables:
Monthly bank & credit card reconciliation (up to 2 accounts)
Transaction classification & ledger entry (up to 100 transactions/month)
Monthly Profit & Loss (P&L) statement, Balance Sheet generation, and Cash Flow statement
Quarterly strategy and review call
Audit-ready month-end closes