Essentials

$395 a month. Clean books, closed every month, nothing left to chase.

This is the one for you if

You are running a real business and the books are the thing that keeps sliding. You do not need someone sitting in on your decisions yet. You need to stop opening the bank app with a knot in your stomach, and you need to know that when tax season arrives, everything is already where it should be.

Most people who start here have one or two accounts, a manageable number of transactions, and a growing sense that "I'll deal with it later" has stopped working.

What happens every month

Every transaction gets categorized and every account gets reconciled — the unglamorous work that makes everything else possible. Then you receive your profit-and-loss statement and balance sheet written so you can actually read them. Not a PDF you file away. A clear picture of your business.

If something looks off, I tell you. That is included and it always will be.

What's included

• Monthly categorization and reconciliation
• Up to 2 bank or credit accounts, around 100 transactions a month
• Monthly profit-and-loss statement and balance sheet in plain language
• Year-round tax readiness so nothing becomes a scramble in April
• Email support — real answers, not a ticket number

What's not included (so there are no surprises)

Essentials does not include scheduled review calls. If you want regular time to sit down together and talk about what the numbers mean, that is Growth or Partner. If your books need catching up before we can start clean, that is a one-time piece of work — I will tell you the cost before we begin.

Start with a look at your books

Before you commit to anything monthly, we can open your books together and see what they are actually saying. That is Open the Books — $375, one time, and it is credited in full toward your first month if you continue.

Or simply book a free Clarity Call and tell me what is going on.