02 Foundations Package

For businesses looking for stability and to build a strong financial framework. This package is best for solo practitioners or entrepreneurs who want clean, compliant books to make better decisions and stay audit-ready! It provides a comprehensive framework (aka foundation) for basic bookkeeping services, ensuring that fundamental aspects of financial record-keeping are covered.

CORE Scope of work:

  • Record & categorize all business expenses, ensuring proper allocation to appropriate accounts and projects

  • Record all sources of income, ensuring accurate tracking of sales and revenue

  • Reconcile bank & credit card accounts on a monthly basis to ensure accuracy

  • Preparation of basic Financial Statements, ie balance sheet & income statement

  • Record adjusting entries as needed for accruals, deferrals and corrections

  • Regular review and maintenance of the chart of accounts for accuracy and relevance

  • Properly record the sale or purchase of any large purchases/fixed assets

  • Properly record depreciation

  • Record and maintain any payments to notes, payables, and other liabilities

  • Assist with the year-end closing process, ensuring all transactions for the year are recorded and reconciled

  • Organize and provide necessary financial data and reports to your tax preparer.

  • Modified Accrual Basis

  • Support/responses within 3 business days

Deliverable:

Financial Statements published to your client portal on a set day, every month.

A video recording of us reviewing your financials and any key metrics, every month.

Starting at $500/mo

Find out how you can . . .

Pay Yourself What You Deserve!

Copyright © 2025 BluuPrint to Profit |

Phoenix, AZ | (480) 331-8030

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Copyright © 2025 KSY Virtual Solutions LLC |

Phoenix, AZ | (480) 331-8030

facebook profile for bookkeeping services
instagram profile for bookkeeping services
linkedin profile for bookkeeping services