FOUNDATION PACKAGE

FOUNDATION PACKAGE

Perfect for freelancers and startups seeking reliable, compliant bookkeeping foundations.

$285/Month

Services Include:

Monthly transaction categorization & reconciliation (1–2 accounts).
Basic P&L; and Balance Sheet preparation.
Email support and document cloud access.
Vendor and expense tracking setup.
Annual budget template provided.
QuickBooks Online setup and chart of accounts creation.
Bank feed connection and review.
Receipt capture setup and training.
One-time setup fee: $250.
Client Benefits:
Stay compliant and audit-ready with organized financials.
Eliminate guesswork in your income and expenses.
Save time with streamlined bank and vendor management.
Ensure accurate reporting with professional setup and support.

330 North Colony St, Wallingford, CT 06492 | www.jmkservices.net | michael@jmkservices.net | (203) 632-0681