Clean & Simple
Bookkeeping That Keeps You on Track
Who It’s For
You’re a solo agent or part of a small team. You’re busy running your business, closing deals, and staying on top of your clients—and bookkeeping just isn’t the best use of your time.
You don’t need financial strategy (yet)—you just want your books done right, every month, so nothing falls through the cracks.
What’s Included
Everything you need to stay organized and tax-ready
Categorize all business transactions
Reconcile bank and credit card accounts
Maintain clean and accurate books
Monthly P&L and Balance Sheet available on request
Responsive email support for questions or clarifications
No fluff. No spreadsheets. Just solid bookkeeping, done for you.
Why It Matters
Even at this stage, disorganized books can cost you. With Clean & Simple, you’ll:
Stay organized for tax season (your CPA will thank you)
Know what you’re earning and spending
Keep your personal and business finances cleanly separated
Be ready to level up when your business does