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BASIC SERVICES PACKAGE - STARTING AT $400/MONTH
At The Happy Ledger, we believe bookkeeping shouldn’t be stressful — it should bring clarity, confidence, and yes… even a little happiness.
Our Basic Bookkeeping package keeps your finances organized and up‑to‑date with a calm, streamlined approach designed for business owners who want reliable support without unnecessary complexity.
No payroll.
No cleanup projects.
Just clean & organized books, delivered with care.
What’s Included:
✔ Recording and Categorization of Monthly Transactions
We lovingly record every income and expense so your books stay accurate, consistent, and worry‑free.
✔ Bank & Credit Card Reconciliation
Each month, we match your accounts to your statements to ensure everything lines up perfectly — no surprises, no missing transactions.
✔ Accounts Payable Entry
Vendor bills and expenses are logged, categorized, and tracked, helping you stay organized and on top of what’s due.
✔ Accounts Receivable Entry
Customer invoices and payments are recorded promptly, keeping your revenue picture clear and current.
✔ Expense Categorization
We make sure every transaction finds its proper home, making tax time easier and financial reporting more insightful.
✔ General Ledger Maintenance
Your financial accounts are reviewed and kept tidy, supporting smooth, consistent bookkeeping month after month.
✔ Monthly Financial Statements
You’ll receive easy‑to‑read reports, including:
Profit & Loss Statement
Balance Sheet
Designed to give you peace of mind and a clear understanding of your business health. For businesses that want:
A simple, dependable bookkeeping solution
Clean and consistent monthly reporting
Books that are already up‑to‑date (no cleanup needed)
A calm, friendly partner who keeps your financials organized
No payroll, catch‑up, or advanced accounting services
What’s Not Included in This Package
To keep things simple and cost‑effective, this package does not include:
Payroll processing
Catch‑up or cleanup bookkeeping
Complex accrual accounting
Inventory management
Bill pay or collections services
Controller or advisory services
At The Happy Ledger, we believe bookkeeping shouldn’t be stressful — it should bring clarity, confidence, and yes… even a little happiness.
Our Basic Bookkeeping package keeps your finances organized and up‑to‑date with a calm, streamlined approach designed for business owners who want reliable support without unnecessary complexity.
No payroll.
No cleanup projects.
Just clean & organized books, delivered with care.
What’s Included:
✔ Recording and Categorization of Monthly Transactions
We lovingly record every income and expense so your books stay accurate, consistent, and worry‑free.
✔ Bank & Credit Card Reconciliation
Each month, we match your accounts to your statements to ensure everything lines up perfectly — no surprises, no missing transactions.
✔ Accounts Payable Entry
Vendor bills and expenses are logged, categorized, and tracked, helping you stay organized and on top of what’s due.
✔ Accounts Receivable Entry
Customer invoices and payments are recorded promptly, keeping your revenue picture clear and current.
✔ Expense Categorization
We make sure every transaction finds its proper home, making tax time easier and financial reporting more insightful.
✔ General Ledger Maintenance
Your financial accounts are reviewed and kept tidy, supporting smooth, consistent bookkeeping month after month.
✔ Monthly Financial Statements
You’ll receive easy‑to‑read reports, including:
Profit & Loss Statement
Balance Sheet
Designed to give you peace of mind and a clear understanding of your business health. For businesses that want:
A simple, dependable bookkeeping solution
Clean and consistent monthly reporting
Books that are already up‑to‑date (no cleanup needed)
A calm, friendly partner who keeps your financials organized
No payroll, catch‑up, or advanced accounting services
What’s Not Included in This Package
To keep things simple and cost‑effective, this package does not include:
Payroll processing
Catch‑up or cleanup bookkeeping
Complex accrual accounting
Inventory management
Bill pay or collections services
Controller or advisory services