How It Works
Bookkeeping Made Simple,
Stress-Free, and Reliable
From your first consultation to ongoing financial management, our proven process keeps your business on track.
Bookkeeping Made Simple,
1
Personalized Consultation
Every business is unique, and so is our approach. We’ll dive into your specific needs, understand your current bookkeeping challenges, and create a tailored plan that works for your business. Whether you need a clean start or ongoing maintenance, we’re here to help.
2
Seamless Onboarding
From linking accounts to organizing historical data, our onboarding process ensures your books are set up for success. Our team will categorize past transactions, reconcile accounts, and lay the foundation for stress-free monthly maintenance. We take care of the details, so you don’t have to.
3
Ongoing Bookkeeping
Each month, we manage the day-to-day tasks that keep your books in order: categorizing expenses, reconciling accounts, and preparing clear financial reports. With timely updates and expert oversight, you’ll always have a clear picture of your business’s financial health.
Expand Your Support
Services for Your Growing Needs
Beyond monthly bookkeeping, we offer a range of services to help you stay organized, manage finances, and make informed decisions. Add these services as needed to customize your support and ensure your business thrives.
Management Reports
Gain clarity with in-depth financial reports that help you track performance, analyze trends, and plan for growth.
Bill Pay Management
Simplify your finances with managed bill payments, ensuring timely and accurate handling of recurring expenses.
Historical Cleanups
Need to get caught up? We’ll organize past financial data, fix discrepancies, and ensure your books are ready for the future.
Why small businesses love Simple Tax Way
Expert Consultation
Our expert bookkeepers review your books monthly and provide you with frequent updates throughout the year on your financial transactions.
Tax-Ready Books
We keep your books up to date all-year-round so your business financials are perfect at tax time. Filing tax is available when you need it.
Peace of Mind
We provide business leaders piece of mind through monthly reports, accurate reconciliation, and by being a trusted financial partner to email anytime.