Luxe Lite - Essential Bookkeeping, Elevated.

The Luxe Lite package is perfect for solopreneurs, freelancers, and startups who need accurate, reliable bookkeeping without the complexity of full-scale financial management. This streamlined service keeps your books clean and compliant while giving you the clarity to make smart business decisions.


What’s Included in Luxe Lite:

  • Monthly Transaction Categorization
     Accurate and consistent coding of income and expenses.

  • Bank & Credit Card Reconciliations
     Reconcile up to 2 accounts to ensure your books match your statements.

  • Basic Financial Reports
     Monthly Profit & Loss Statement and Balance Sheet to track your performance.

  • QuickBooks Online Setup or Review
     We’ll get you started or review your setup for accuracy and efficiency.

  • Email Support
     Reach out with questions anytime and expect timely responses.

Ideal For:

  • Businesses with under 100 transactions/month

  • No payroll or inventory

  • Cash-basis bookkeeping


Want an upgrade later? Luxe Lite clients can easily transition to more advanced packages as their business grows.

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Luxe Clarity - Established small businesses with moderate financial activity.