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Basic Bookkeeping Package - Is It For You?


Business Bookkeeping Package – Starting at $85/month

Here’s what our comprehensive package includes:

  • Monthly Bank Reconciliation of business bank accounts

  • Monthly tracking of income and expenses

  • Monthly business financial tracking through profit & loss, balance sheet

  • Depreciation tracking

  • State sales tax filing, if applicable

  • Payroll , including all required Government filings, IRS, IDOR, IDES, W2, W3

  • 1099 reporting

  • All other required tax form filings for your industry

How our plan will make your life easier

  • Unlimited access to your bookkeeper/tax professional

  • Expert filing of all your required tax returns so you know your tax requirements are being handled

  • Ongoing tax reduction planning so you can save more on your tax bill

  • Strategic advice on proper expenses & deductions so you won’t have to fear an audit

  • Personalized financial reports & recommendations so you can proactively grow your business

  • All your financial needs managed in one place so you can simplify your life

Here’s How Our Package works:

We have a brief phone call/personal meeting to assess your immediate business financial needs & goals

We review and complete our simple Business Bookkeeping package paperwork

We begin work on action items to save you money and increase your profitability

Total Cost to You – Starting at $85/month with no long term contracts or hidden fees to manage all your financial needs in one consolidated place.

Tax Preparation Services – (additional rates apply)

Your business/personal tax returns will be prepared for you eliminating the need to find a tax professional

If this service is not required, you will be able to provide your tax professional with a comprehensive business profit and loss report and balance sheet for him/her to use in your tax preparation.

A little about us – We keep the paperwork in order enabling you to concentrate on what you need to do to grow your business

AFSP (Annual Filing Seasonal Preparer) – Regulated IRS program to maintain professional education credits and abide by Circular 230 - Regulations Governing Practice before the Internal Revenue Service

NATP (National Association of Tax Professionals) – Member

I have been involved in bookkeeping/tax preparation for 10 years. I truly enjoy “crunching numbers” and use this fascination to better serve my client’s needs and financial goals. I have also developed a fascination for the IRS tax law and continue to grow an understanding for it. I have worked with both CPA’s and EA’s and have been able to enhance my knowledge base by learning from them, from participating in on line and in person continuing education courses and researching questions asked by my clients.

It is my desire to develop a trusting working business relationship to:

1: Let me figure out the numbers – you work on growing your business

2: Let me handle all the necessary government filing requirements – you work on growing your business

3: Let me show you ways you may be able to benefit from the IRS tax law – you work on growing your business

4: Work together to grow your business


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