Bookkeeper – Foundational Plan
Build a Strong Financial Foundation
Every successful business starts with clear, reliable financials. Our Bookkeeper – Foundational package is designed for new and early-stage companies that need dependable bookkeeping, tax compliance, and accurate reporting—without the overwhelm. We help you get organized, stay compliant, and gain the financial clarity you need to grow with confidence.
What’s Included in the Bookkeeper – Foundational Plan
Accurate, Timely Bookkeeping
• Monthly transaction categorization
• Accounts payable and receivable tracking
• Expense monitoring and account reconciliation
• Year-end closing support and 1099 filing
Essential Tax Compliance
• Business and owner tax return preparation
• Tax credit reviews
• Asset tracking and depreciation reporting
Advisory & Guidance
• Annual tax strategy meeting
• Annual federal tax estimate with vouchers
• Annual business entity analysis
• Annual payroll review
Clear Financial Reporting
• Custom financial statements delivered by the 25th of each month
• Straightforward reporting so you always know where your business stands
Support You Can Trust
• Annual owner strategy meeting
• Annual financial statement review
• 3-business-day response time for email/phone support
• Secure online document storage with 7-year retention
Who It’s For
This package is best suited for startups and small businesses with annual revenue between $0 – $200,000 that want dependable bookkeeping, accurate reporting, and essential tax compliance without the complexity of higher-level financial forecasting.
Who May Not Be the Right Fit
We may not be the best solution if you:
• Only need tax preparation once a year without bookkeeping support
• Require on-site bookkeeping or admin work
• Need extensive job-costing detail better suited for an in-house accountant
• Are a brand-new startup under $200K in annual revenue (our services deliver the most value once you’ve established steady growth)
Why It Matters
If you’ve been struggling to stay on top of reconciliations, unsure about your tax obligations, or want reliable monthly numbers you can trust, the Bookkeeper – Foundational plan gives you the clarity and structure you need—while freeing up your time to focus on running your business.
Want to Build a Better Business?
Investing in the right accounting services can save you time, reduce stress, and give you the clarity you need to run a more profitable business. Understanding both the costs and benefits helps you make the best decision for your future.
At Custom Accounting Solutions, we believe in complete transparency—no hidden fees, no surprises. If you’re ready to find out whether we’re the right partner for your business, let’s start the conversation.
Not quite ready to meet? That’s okay. Take a look at our guide: Is Custom Accounting Solutions the Right Fit for You?