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Foundation Bookkeeping
For solopreneurs, consultants, and micro-businesses.
The Foundation plan is built for single-owner businesses with straightforward, cash-basis operations. It covers everything you need to stay organized, compliant, and ready for tax season - without paying for services a smaller business doesn’t yet need.
What's included
Core bookkeeping services covered under this plan
- 01 Reconciliation of up to 2 bank/credit card accounts
- 02 Transaction categorization & general ledger maintenance
- 03 Monthly financial statements (Profit & Loss, Balance Sheet)
- 04 Annual 1099 filing prep (up to 3 vendors)
- 05 Year-end CPA handoff package (working papers & reports)
Plan boundaries
What's factored into this plan's scope
- Up to 75 monthly bank/credit transactions
- Single entity, cash-basis reporting
- Quarterly or monthly email review (no dedicated strategy calls)
Is Foundation the right fit for your business?
Schedule a free 30-minute consultation and we’ll confirm the best plan for you.