Are your books a mess?

We'll handle your books for you, so you can focus on running and building your business.

Use this link to exchange financial documents and bank statements securely with our Success Team.

Or scroll down to see all the services our team offers.

POWERED BY

We want to help your business GROW

Your life will be easier and your business more profitable when you hire a bookkeeper....here's why!

You'll have more time

...to focus on sales, marketing and customer retention, thus increasing your new and recurring income!

You'll have peace of mind

...whether it's for taxes or for other life investments, you'll always know where you stand with monthly financials and tax planning experts at your fingertips!

You'll be able to plan

...knowing that you can call us with any question, comment or concern that affects your business or personal situation and we'll be there to help!

What other benefits do you get?

In addition to more time, peace of mind and the ability to plan your financial future, here are some other great benefits...

Privacy and Confidentiality

Privacy and Confidentiality are of the utmost importance to TAX DRx professionals in the financial world. We know how to keep your information safe and keep your financial data private from employees as well.

Lower Payroll Costs

Having an outsourced financial team lowers your payroll costs significantly, you won't have the cost of hiring for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.

Red Carpet Treatment

At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension.

We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.

Small Business Accounting

Here's how we can help you out!

Quickbooks Online Support

We are happy to provide QuickBooks Online subscription at discounted prices and also assist in setting up the program.

Financial Reporting

We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!

Strategy Sessions

We will schedule monthly/quarterly strategy sessions to help you work through issues and new ideas to plan for the future; and to determine the appropriate   entity type (ie.. LLC, Corp S-Corp, etc.) for your business.

Payroll and Sales Tax Filing

Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll and sales tax reports monthly and quarterly.

Income Tax Help

Our team offers stellar tax planning and preparation services for your business and personal returns. This service can be included if requested.

Tax Resolution Needs

You can book a consultation with one of our tax resolution experts to be sure that your business is fully compliant.

How do I get started?

It's easy! Just follow these 3 steps!

Step 1

Select a Package Below

This basic bookkeeping package includes monthly tracking of your income and expense transactions for all business checking, savings and credit card accounts. 

We will review and reconcile your accounts and issue pristine financial reports every month delivered via email (secure portal uploads). 

Bonus ~  Back work for any previous month is offered at a discount for new clients!!!

***Quickbooks Online subscription is required but we can walk you through that later.

Step 2

Access Membership Site

After you choose one of our basic bookkeeping packages, you will get access to our on-boarding membership portal where you can then quickly and easily request additional services, such as effective tax planning, low cost payroll or tax resolution help. 

This membership site also walks you through everything you need to do so we  can get you on the right track to financial success! Don't worry... we fully expect to do all the heavy lifting but there are some things we need from you to get started. 

Finally, you will register to gain access to our secure firm portal where you will provide us with your bank and credit card statements, on a monthly bases, and your documents and reports will be safely and securely shared.

Step 3

Run Your Business

You will schedule an onboarding call with one of our team members to address any final questions you may have to ensure a powerful beginning of  a long and profitable partnership.

With our financial team and resources at your fingertips, you will no longer stress or worry about your business's financial health.                                            

ENJOY running your business and lean on us when necessary! We can schedule periodic sessions to review your financials and to plan for the future as your company continues to grow.

Choose a Package that's Right for You

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Frequently Asked Questions

What’s included in the Basic Bookkeeping package?

Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included. 

How does your team address back work?

Services begin from the current date forward, and back work or clean up services are not included in the monthly bookkeeping package. Any back work needed to bring books to current state will be quoted outside of the monthly bookkeeping package; for example, if a startup haven't done the prior year's bookkeeping, we will invoice at a min of $150/mo for the 12mos or $1,800 to do the back work / cleanup for that year. 

What’s not included in the Basic Bookkeeping package?

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and tax resolution help. Monthly strategy sessions are also available for additional fees. 

How do I request additional services?

Once you have selected to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services in more detail and select those that suit your business best. 

What qualifications does your team have?

Many of our team members are CPAs, EAs, legal professionals and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast. 

What happens after I sign up for the Basic Bookkeeping package?

Once you enroll, you will be taken to a few subsequent screens that will allow you to add additional services if necessary. Then you will be given access to the membership portal so you can watch a short series of on-boarding videos. Simply follow the directions in the videos and we will get to work ASAP. The final step in the on-boarding video series is to book a call with the CEO of our company for an introductory phone call. We love the opportunity to chat with our new clients so we can serve you well!

What information do I need to share?

Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high. 

If I have a question, how long does it take to get an email response?

We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly. 

What hours do the bookkeepers and other team members work?

Due to the flexible natural of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 9a-6p work hours to address emails and phone calls. 

Is Quickbooks Online required to sign up for the Basic Bookkeeping package?

Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We are able to offer 50% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start. 

Do you require a contract?

No! No long term contract is required. We enter into a month-to-month agreement, and there are no partial month refunds. 

Is an engagement letter required?

Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will  be available for download from the membership site. 

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