Bookkeeping + Taxes
Countdown to Tax Day 2023
Take your business to the next level
- STEP 1 - BOOK A FREE CONSULTATION
- Choose a day and time that works for you to book your initial free consultation with a team member to discuss your business needs and goals. After consultation, we will provide you with a specific proposal tailored to your business.
- STEP 2 - SIGN ENGAGEMENT AND BEGIN WORK
- Upon acceptance of the proposal, you will be matched with a certified bookkeeper and tax professional who specializes in your particular industry. Your assigned bookkeeper will do all the categorization and reconciliation of your books.
- STEP3 - MONTHLY CHECK-IN
- After all accounting work is completed, the next step is to book a monthly check-in with your trusted Bookkeeping Consultant. This gives you the opportunity as a business owner to ask questions about your financials and potential tax-saving opportunities and review your books.
- YEAR END AND TAX PREPARATION
- For all Books + Tax subscriptions, tax preparation is included for free so long as you remain a paying client for a minimum of four months or have prepaid for the year upfront.