Receive a Comprehensive Cleanup of your 2025 Bookkeeping in Wave or Quickbooks in preparation for tax filing and IRS compliance. Includes Assessment of Current Tax Liability. This will ensure you are in compliance for the upcoming Tax Return filing season. Service will be completed within a 30 Day Period including a One Hour Appt for review. This is Only for Wave/Quickbooks Current/Future Users! All sales final.
If you are new to Bookkeeping Software (Wave or QuickBooks), we will set up your Wave or QuickBooks account and all categorize all transactions. This includes up to 12 months (January to December 2025). This service also includes 2 hours of training on how to pay yourself appropriately, your current tax responsibility, and training how on to understanding Financial Statements.
Training is required if you want us to manage your bookkeeping on a monthly basis. It’s essential that as a business owner you understand the language of business which is accounting. When we provide you your financial statements for the month, you need to know how to read them, which you will learn in the training. Even if you don’t have 12 months of Bookkeeping for us to cleanup in 2025, the training alone is included in the investment price. Training occurs after the 30 day bookkeeping cleanup completion.