Essential Bookkeeping

For small businesses, startups, and owner-operators who need clean books, reliable reporting, and compliance readiness – without advanced advisory services.

What’s Included in Stabilize

Everything you need to stay compliant and know exactly where your money is going

Accurate Categorization

Every transaction properly coded so you have a clear picture of expenses and income

Monthly Reconciliations

We tie out your bank and credit card accounts so not a single penny is missed.

Basic Monthly Reporting

A clear summary of your financial health at the close of every month

Compliance-Ready Books

Tax season becomes stress-free when your books are ready to hand straight to your CPA.

STABILIZE

Essential Bookkeeping

Best for: Very small businesses that need clean books and reliable monthly numbers.

Close target: by Day 15

What’s Included

Everything you need to stay compliant and know exactly where your money is going.

  • Monthly bank & credit card reconciliations
  • Month-end close
  • Financial statements (P&L, Balance Sheet, Cash Summary)
  • Short written monthly recap
$400 / month

Plan Limits:

  • 1 entity
  • Up to 3 financial accounts
  • Up to 250 transactions/month
  • Stripe treated as a single deposit

Not Included:

  • AP / AR of any kind
  • Payroll (available as add-on)
  • Forecasting or job-level reporting
THE PROCESS

How Stabilize Works

A seamless, secure transition to stress-free bookkeeping.

01

System Integration

We connect directly to your QuickBooks or Xero and establish secure, read-only bank feeds. No more downloading and emailing us manual CSV spreadsheets.

02

Diagnostic Baseline

Before we start your monthly maintenance, we review your current books to catch any historical errors and establish a perfectly clean baseline.

03

The Monthly Rhythm

By Day 15 of every single month, your books are closed, reconciled, and a clear, jargon-free financial summary is delivered straight to your inbox.

Ready to build a solid financial foundation?

We clean up the past so you can run the present with confidence.

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