Accurate. Reliable. Stress-free.

Managing your day-to-day business finances shouldn’t feel like a burden. Our Basic Bookkeeping service is designed to give small business owners peace of mind through organized, accurate financial records and consistent monthly support.

What’s Included

Monthly Bookkeeping

We categorize all sales deposits and expense transactions to keep your books clean and organized.

Chart of Accounts Set Up

We organize your financial accounts from day one, ensuring a seamless setup for accurate categorization and reporting.

Bank and Credit Card Reconciliations

We match your bank and credit card statements to your records, ensuring accuracy and catching errors early.

Receipt Management

Easily upload and store receipts we’ll handle the matching and filing.

Financial Statements

Get professional monthly Profit & Loss and Balance Sheet reports so you can track your performance with clarity.

Unlimited Emailing

Have a question? You can email us anytime and we’ll respond within 2 business days.

Free Quarterly Consultation

Every three months, we’ll check in with a complimentary consultation to discuss your financials and answer questions.

Bookkeeping Comparison

Feature	Basic Bookkeeping	Bookkeeping Plus+
Monthly Bookkeeping (Sales Deposit / Expense Transaction Categorization)	✓ Included	✓ Included
Bank Reconciliations	✓ Included	✓ Included
Receipt Management	✓ Included	✓ Included
Management Reports (P&L and Balance Sheet)	✓ Included	✓ Included
Unlimited Emailing (Response within 2 business days)	✓ Included	✓ Included
Free Consultation (Every 3 months)	✓ Included	✓ Included
A/R Management	–	✓ Included
A/P Management	–	✓ Included
Personalized Video Business Insight Report	–	✓ Included

Feature	Basic Bookkeeping	Bookkeeping Plus+
Chart of Accounts Set Up	✓ Included	✓ Included
Monthly Bookkeeping (Sales Deposit / Expense Transaction Categorization)	✓ Included	✓ Included
Bank and Credit Card Reconciliations	✓ Included	✓ Included
Financial Statements	Up to 2 (Profit & Loss, Balance Sheet)	Up to 3 (Profit & Loss, Balance Sheet, Statement of Cash Flows, Statement of Equity, or a Custom Report)
Free Quarterly Consultation Call	✓ Included	✓ Included
AR / AP Management	–	✓ Included
Management Reports (A/R Aging, A/P Aging)	–	✓ Included
Free Personalized Video	–	✓ Included

Our Process

Book

Book A Consultation. Tell me about your business, fill out my brief, and I will set up a meeting to review your specific needs.

Step 1

Engage

Now we begin the process of setting up or reviewing your existing books.

Step 2

Automate

We use automation and manual control to ensure the process is simple, seamless, and straightforward for you.

Step 3

Control

Accurate and complete books put you in control.

Step 4

Request a Quote

We take care of the essentials so you can stay focused on running and growing your business. From transaction categorization to bank reconciliations, Tangerine Financial Solutions ensures your books are always up-to-date, tax-ready, and audit-proof.