How can we help you SIMPLIFY your financials,
AND give you a peace of mind.
- You want to focus on growing your business and have a peace of mind for your financials and taxes.
- Want to work with experts who knows and understands your business, speaks the same daily "business" language with you.
- Want to get visibility on your business financial health.
- Want to be ready for the tax season, deductions, refunds; Prefer that an expert does it for you.
- May have affiliates, employees or independent contractors that you are managing and must account for them, issue 1099's, W2's, pay, deduct taxes. But it is a burden you don't want.
- Use Word Press, Kajabi, Teachable, Thinkific or a similar platform.
- Use Stripe, PayPal - maybe also Thrivecart, Samcart, Shopify or similar carts.
- Have digital advertising, subscriptions paid to your platforms, email marketing, CRM or support systems.
- Have business expenses, receipts for your travel, meal, office supplies, etc that you can deduct.
Get the privilege of "set-up for you" bookkeeping and powerful reporting system with Xero, and a dedicated bookkeeper at a price you can afford.
We keep your financials in order, You grow your business.
We integrate Xero with the world's best
... and many more.
What you get with our Bookkeeping Service.
In addition to your Peace of Mind...
We get you set up
First, you talk to your dedicated bookkeeper, s/he gets to know your business, set-up or migrate you to Xero and shows you how easily it works. Xero and Hubdoc subscription included.
We keep your books
Each month, your bookkeeper imports your business transactions and gets them categorized, booked. If they need anything from you, or you have any questions, we’ll get in touch.
We deliver your reports
You can track your business health with comparative financial reports. At quarterly or annual tax time, we send everything you need. Any questions? Just drop us an in-app note.
What other benefits you get?
Remove the Tax season stress, we got you covered.
For your quarterly or annual tax filing, we get your financials ready. You don't need to stress.
- Filing on your own or working with a CPA? Either way, we’ve got you covered. We send tax time financials, so you can file fast. We’ll even work directly with your CPA with an add-on service fee.
- Need an all-in-one solution? We can also do your business tax return preparation for a discounted fee.
One-on-one support when you need it.
Get unlimited support by sending your expert bookkeeper an in-app message.
- We’ll get back to you in one business day.
- Tax filing time? If it is not us filing it, then you are doing it yourself or your tax firm. We will send you or your accountant all your tax ready financials. If you need it, we connect and work with your accountant for their questions with an add-on fee.
- Got stuck on how to invoice a client in Xero or file an expense in Hubdoc? Ask your bookkeeper and s/he will show you how.
Easy expense management with Hubdoc.
Tired of manually entering your business expenses and tiny receipts. Just take a photo with Huddoc app (included in your plan) and we manage the rest.
- You don't need to file your receipts, expense documents and then deal with a big clutter at the end of the month.
- Just take a photo of your receipt with your Hubdoc app in your phone on the go and we will manage the rest.
Financial reports to help you grow your business.
Your Xero dashboard lets you track every transaction, account, and trend in one place.
- Your income statement, balance sheet, cash flow reports provide the data you need to grow your business.
- If you are a coach or consultant and need to send custom quotes, proposals or invoices with online payment buttons? You can do all easily with Xero.
- See your transactions categorized (services, customers, expenses) and make informed decisions (included in the virtual CFO plan)