Introducing the Limited Bookkeeping Tier

Access to financial services should not depend on the size of your business, its revenue, or how polished things look behind the scenes.

Some businesses are at a stage where full financial reporting and understanding the “why” is more than they actually need right now. Others simply want a manageable place to start so tax season feels less stressful and more predictable.

If you are a sole proprietor with a relatively simple operation, your main priorities may only be having reliable information for estimated tax (or sales tax payments) and something organized to hand to your CPA at tax time.

That is exactly what the Limited Tier is designed to support.

This tier focuses on organizing cash activity and producing a clear Profit and Loss statement that can be used for tax preparation and basic planning. It is a practical option for businesses that want appropriate financial support without committing to a full set of ongoing financial services before they are ready.

If you are currently tracking your business finances by crumpled receipts, half-memory, or ugly spreadsheets…

…I can set up QuickBooks Online from scratch for you.

If you already have a QuickBooks file that stresses you out, I can also clean up your existing system before ongoing work begins.

Because this is a limited scope offering, there are a few important boundaries to understand.

The Limited tier does not include balance sheet review or loan balance tracking, accruals or adjusting entries, ongoing financial analysis, or advisory support. It is not intended for decision making, lending, or investor reporting, just clean cash flow.

This option is meant to improve access to financial organization for businesses at different stages, while still leaving room to grow into more robust support later. If you are unsure whether the Limited tier or full bookkeeping is the better fit, reach out and let’s chat!