BASIC SERVICES PACKAGE - STARTING AT $400/MONTH

$0.00

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