Clean & Simple

Bookkeeping That Keeps You on Track

Flat lay of a small business owner's desk with a laptop, calculator, and receipts used for monthly bookkeeping

Who It’s For

You’re a solo owner or part of a small team. You’re busy running your business, making sales, and taking care of the most important thing, your clients.

And bookkeeping just isn’t the best use of your time.

You don’t need financial strategy (yet)—you just want your books done right, every month, so nothing falls through the cracks.

What’s Included

Everything you need to stay organized and tax-ready

  • Categorize all business transactions

  • Reconcile bank and credit card accounts

  • Maintain clean and accurate books

  • Monthly P&L and Balance Sheet available on request

  • Responsive email support for questions or clarifications

Starting at $250

Why It Matters

Even at this stage, disorganized books can cost you. With Clean & Simple, you’ll:

  • Stay organized for tax season (your CPA will thank you)

  • Know what you’re earning and spending

  • Keep your personal and business finances cleanly separated

  • Be ready to level up when your business does