CLEAN, ACCURATE FINANCIALS- READY WHEN YOU WANT THEM
We provide bookkeeping via QuickBooks Online, you handle tax & advisory
How do we make your tax firm more money?
You can file tax returns faster with clean books. As a result you can take on more clients and make more money.
You can upsell tax strategy & advisory to clients with clean books. As a result you can make more money from existing clients
Reviews from people we’ve worked with:
6 Key Things We Do To Help You:
We don't alter prior years once taxes are filed
We match the balance sheet to the Schedule L
We split officer wages & health insurance
We roll over distributions into retained earnings
We match officer wages to their W2
We reconcile the balance sheet monthly
Our gift to people you refer us:
A QuickBooks Online Diagnostic Review!
We review the clients QuickBooks Online file
We list out all the problems we find
We list our solutions to those problems
They get a custom video providing actionable next steps
It’s 100% FREE (normally costs $350+)
They get a 25% discount for us to catch their books up to date
How does it all work?
You refer us a business with messy QuickBooks Online financials or no bookkeeping
We get their bookkeeping caught up to date and keep it up to date
You get clean, accurate financials- ready when you want them