Services
Book
¢$B Consultation
Initial meeting to assess your needs and collect detailed information for establishing your bookkeeping plan and schedule.
Choose this service to schedule your software training sessions that are included in your ¢lean $imple Bookkeeping subscription. In this series, you will learn how to use accounting software to manage your business or household finances.
For your consultation or webinar appointment, your online access instructions will be provided where applicable.
For more information, visit www.CleanSimpleBookkeeping.com
For your consultation or webinar appointment, your online access instructions will be provided where applicable.
For more information, visit www.CleanSimpleBookkeeping.com
Choose this service to schedule your periodic review session under the terms of your ¢lean $imple Bookkeeping agreement. During the session, we'll review reports, answer questions, and help you plan ahead for taxes, goals, and life events.
Where applicable, your online access instructions will be provided prior to your appointment.
For more information, visit www.CleanSimpleBookkeeping.com.
Where applicable, your online access instructions will be provided prior to your appointment.
For more information, visit www.CleanSimpleBookkeeping.com.
Choose this service to schedule a one-time session when you need answers to specific questions about your bookkeeping system, or when you need a bookkeeping software tutorial so you can get back to managing your business or household finances.
PREPAY WHEN YOU SCHEDULE YOUR APPOINTMENT AND GET 10% OFF!
Where applicable, your online access instructions will be provided prior to your appointment.
For more information, visit http://consulting.IDLFinancialSystems.com
PREPAY WHEN YOU SCHEDULE YOUR APPOINTMENT AND GET 10% OFF!
Where applicable, your online access instructions will be provided prior to your appointment.
For more information, visit http://consulting.IDLFinancialSystems.com
Bookkeeping order confirmation and consultation. We will enter data in QuickBooks or Quicken for one month up to a total of 65 transactions from 2 bank/credit accounts and reconcile the statements. Delivery time: 5 days from receipt of required documents, materials, and data file permissions.
Bookkeeping order confirmation and consultation. We will enter data in QuickBooks or Quicken for one month up to a total of 175 transactions from 4 bank/credit accounts and reconcile the statements. Delivery time: 7 days from receipt of required documents, materials, and data file permissions.
Bookkeeping order confirmation and consultation. We will enter data in QuickBooks or Quicken for one month up to a total of 305 transactions from 6 bank/credit accounts and reconcile the statements. Delivery time: 10 days from receipt of required documents, materials, and data file permissions.
As part of the ¢lean $imple Tax package you selected, we'll prepare and file all required tax forms for your personal filing status.
If you are choosing the Married-Filing-Separate (MFS) tax preparation package, then provide your spouse's name when you schedule your appointment.
IDENTIFICATION REQUIRED: For verification and/or electronic filing purposes, you must provide a valid government-issued photo ID and social security card for yourself, and social security card for your spouse if you are married. You must also provide a valid social security card for each dependent you claim on your tax return.
TAX PREPARATION FEE: Your tax preparation fee is due at the time your tax return is prepared. We accept cash and checks (for in-person appointments only), online payments via our payment portal, and payments via bank products offered by our office (subject to approval).
CONSULTATION FEE: A consultation fee will be charged for providing data entry and related consultation services if you decide not to file your tax return(s) with our office. The fee must be paid using the methods described above at the time your source documents are returned to you.
For more information, visit www.CleanSimpleTax.com
If you are choosing the Married-Filing-Separate (MFS) tax preparation package, then provide your spouse's name when you schedule your appointment.
IDENTIFICATION REQUIRED: For verification and/or electronic filing purposes, you must provide a valid government-issued photo ID and social security card for yourself, and social security card for your spouse if you are married. You must also provide a valid social security card for each dependent you claim on your tax return.
TAX PREPARATION FEE: Your tax preparation fee is due at the time your tax return is prepared. We accept cash and checks (for in-person appointments only), online payments via our payment portal, and payments via bank products offered by our office (subject to approval).
CONSULTATION FEE: A consultation fee will be charged for providing data entry and related consultation services if you decide not to file your tax return(s) with our office. The fee must be paid using the methods described above at the time your source documents are returned to you.
For more information, visit www.CleanSimpleTax.com
As part of the ¢lean $imple Tax package you selected, we'll prepare and file all required tax forms for your business filing status.
For more information, visit www.CleanSimpleTax.com
For more information, visit www.CleanSimpleTax.com
Choose this service to schedule a one-time session when you need answers to specific questions about your bookkeeping system, or when you need a bookkeeping software tutorial so you can get back to managing your business or household finances.
PREPAY WHEN YOU SCHEDULE YOUR APPOINTMENT AND GET 10% OFF!
Where applicable, your online access instructions will be provided prior to your appointment.
For more information, visit http://consulting.IDLFinancialSystems.com
PREPAY WHEN YOU SCHEDULE YOUR APPOINTMENT AND GET 10% OFF!
Where applicable, your online access instructions will be provided prior to your appointment.
For more information, visit http://consulting.IDLFinancialSystems.com
Let us help you pursue your entrepreneurial dreams! We can walk you through the process of exploring, identifying, registering, and growing your own business. Whatever the phase, we can provide consulting services suited for your business needs.
For more information, visit http://consulting.IDLFinancialSystems.com
For more information, visit http://consulting.IDLFinancialSystems.com
