PROFESSIONAL BOOKKEEPING PACKAGE

PROFESSIONAL BOOKKEEPING PACKAGE

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

$599/Month

Services Include:

Weekly transaction categorization and reconciliations (up to 4 accounts).
Monthly P&L; Balance Sheet, and Cash Flow statements.
Vendor and expense tracking with category insights.
Accounts receivable and payable summary reports.
Monthly financial health check and variance analysis.
Quarterly review meeting (45 minutes).
Custom chart of accounts optimization.
Receipt and document management automation setup.
Tax-ready financial reports for filing preparation.
Cloud-based reporting and data access.
One-time setup fee: $250.
Client Benefits:
Improve financial visibility and planning accuracy.
Understand profitability drivers with clear reporting.
Reduce manual data entry and document handling.
Prepare seamlessly for tax season with clean records.

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