What’s included
Everything you need to keep your day-to-day books accurate, reconciled and under control each month.
Transaction categorisation & processing
Transactions reviewed and coded each month. Indicative transaction volume of 100 per month
Bank & credit card reconciliations
Up to 3 bank accounts and credit cards reconciled so your records stay accurate and up to date.
Month-end review & reconciliation
Your accounts reviewed at month-end, with anything requiring your input identified.
Monthly financial reporting
A monthly Profit & Loss and Balance Sheet, giving you a clear view of your business.
Your Transaction Coding Rulebook
A coding guide built around your business, helping keep recurring transactions consistent month after month.
Also included: Payroll journal entries where applicable • Client support when you need it
A great fit if you…
âś“ Have up to 3 bank and credit card accounts
âś“ Typically have around 100 transactions a month
âś“ Have mostly recurring or easily identifiable transactions
âś“ Want confidence that your books are accurate and up to date
âś“ Want time back to focus on your business, not your bookkeeping
Essential is built for straightforward small businesses that want their bookkeeping taken care of each month, without paying for complexity they don’t need.
Is Essential right for you?
A little outside that?
Transaction volume is only a guide. A business with more recurring, easily identifiable transactions can sometimes be simpler to manage than one with fewer transactions requiring individual investigation.
We’ll review your setup and confirm the right plan before you get started.