Welcome!
My passion is helping overwhelmed business owners simplify their finances to grow a successful business they love! I enjoy getting to know each of my clients personally and figuring out how we can start increasing your profits and maximizing your tax deductions so you can keep more of your hard-earned money. Simply Clean Bookkeeping is a full-service accounting firm specializing in:
- Tax-Based Bookkeeping
- Payroll
- Tax Preparation (Individual, Sole Proprietor, Partnership LLC, S-Corp and C-Corp)
- Sales Tax Filing
We strive to maintain simple, clean financial records for entrepreneurs and small businesses who are overwhelmed with all the time wasted trying to keep expenses and income in order. At the end of the day, you really just need to know if the business you are running is profitable and you want to make sure you are saving money at tax time! We save small businesses an average of $5,000 - $10,000 annually, compared to owners who do not have a bookkeeper.
Clean financials can help you see where you can best focus your efforts to grow the type of business that fits your life-style. Financial reports are also important for a fast, smooth tax time and for knowing how much estimated tax you will owe as a business owner so you can avoid a giant tax bill at the end of the season!
Contact us today to find out how we can help you achieve financial peace of mind!
About Simply Clean Bookkeeping
Tax-Based Bookkeeping
Tax-Based Bookkeeping
Tax-Based Bookkeeping
Our employees have tax training and experience in preparing taxes. With this knowledge, we are able to customize your financial reports to make tax time smooth for your tax-preparer. We also work closely with your tax preparer to ensure all information is available for a quick turn around of your tax return.
Personalized Services
Tax-Based Bookkeeping
Tax-Based Bookkeeping
Simply Clean Bookkeeping understands that every business has unique accounting needs. That's why we offer personalized services to meet the specific requirements of each of our clients. Our team works closely with you to understand your business and provide tailored solutions.
Jump the Queue
Tax-Based Bookkeeping
Jump the Queue
At tax time, those that are organized and ready to roll, get VIP treatment...while small businesses that are disorganized and unprepared get put on extension.
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
...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!
You'll be able to plan
...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!
Our Business Services
Tax-Based Bookkeeping
Tax-Based Bookkeeping
Tax-Based Bookkeeping
Monthly Tax-Based Bookkeeping includes the following services:
- Personalized video review of monthly financial statements
- Hard copy of monthly financial statements issued in client portal
- Attendance of quarterly strategy sessions via Zoom with client for a comparative review of financial statements and discussion of financial goals and outcom
Monthly Tax-Based Bookkeeping includes the following services:
- Personalized video review of monthly financial statements
- Hard copy of monthly financial statements issued in client portal
- Attendance of quarterly strategy sessions via Zoom with client for a comparative review of financial statements and discussion of financial goals and outcomes
- Unlimited email and text support during normal business hours using our client communication app, LISCIO
- Proper categorization all income and expense transactions based on best industry standards
- Attach all receipts and invoices to transactions to allow for all financial information to be stored in one place
- Manual addition of fees from third party apps, such as Etsy and Red Bubble
- Manual addition of any business expenses accidentally made from other accounts
- Reconciliation of all accounts monthly to ensure accurate financials
- Preparation of yearend financial reports and assistance with gathering all necessary documents for client’s CPA or tax preparer
- Once tax returns are filed, we will make the necessary adjustments to your assets, liabilities, and equities to ensure all financial data matches
Tax Preparation
Tax-Based Bookkeeping
Tax-Based Bookkeeping
Simply Clean Bookkeeping has partnered with multiple CPA firms to offer tax preparation for the following entities:
- Individuals
- Sole Proprietors
- Single Member LLCs
- Partnership LLCs
- S-Corporations
- C-Corporations
Catchup & Cleanup Services
Catchup & Cleanup Services
Catchup & Cleanup Services
- Are you behind in your books? We can help get you caught up in time for tax season!
- Are your books started, but not sure if everything is being categorized correctly? Do the numbers just don't seem to add up? We can take a thorough look at your books and help you locate and fix common errors that are being made.
- Catchup and cleanup prices a
- Are you behind in your books? We can help get you caught up in time for tax season!
- Are your books started, but not sure if everything is being categorized correctly? Do the numbers just don't seem to add up? We can take a thorough look at your books and help you locate and fix common errors that are being made.
- Catchup and cleanup prices are discounted when you sign up for monthly bookkeeping services
Additional Services
Catchup & Cleanup Services
Catchup & Cleanup Services
- Sales Tax Filing
- Pay Roll
- Accounts Payable
- Accounts Receivable
- Job/Class Tracking
- QuickBooks Online Account Setup
- QuickBooks Online Training
- Intuit QuickBooks Products Discount
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