BookkeEping Trifecta
Monthly Bookkeeping
Bookkeeping Catch Up This Year’s Books
Previous Years Bookkeeping Clean Up for Tax Filing
Let’s get started!
SErvices offered
Bookkeeping, Payroll, tax preparation, invoicing, accounts payable and RECEIVABLE
Why have a bookkeeper?
Save time
Stop giving up DOLLAR GENERATING working hours, late nights and weekends to learn and troubleshoot bookkeeping software.
Make More MONEY
With your new found time, often 8-16 hours/ month, How much EXTRA REVENUE could you generate with those extra 2 days in the work month? Know your profit every month so you can adjust your business and hit your goals.
Save money
Bookkeeping Trifecta maximizes your business deductions by keeping transactions organized. That leads to an Stress-Free and Accurate Income Statement so you you don’t under pay or over pay Taxes.
3 Steps to clean up 2023’s books to file your taxes
Step 1: Discovery
Let’s talk about your business
signup for QuickBooks online (if you aren’t already)
link Accounts: Checking, Savings, and credit Cards to your QuickBooks Online Account
Step 2: diagnostic
Add BOOKKEEPING TRIFECTA as an Accountant under quickbooks online to perform Diagnostic
Diagnostic Assessment - Find out The Problems that need to be address and Get your Fixed Fee Quote
step 3: BEGIn
review & Sign Engagement Letter
Pay via ACH, Debit or credit card for services to begin
send Requested Documents
Weekly Communication Identifying Transactions and Unknown Vendors
End Product is a Clean set of Business Books with clear profit or loss Income Statement for the month and year for you to file your taxes Yourself, or your accountant
NO YEAR-LONG CONTRACTS
Pricing
There are many factors that go into a Monthly or Cleanup Bookkeeping Service Quote. Here are the Main ones:
Number of transactions in your Checking account, credit cards, number of loans, and Class/Project Tracking.
BOOKKEEPING TRIFECTA ENGAGEMENTS RANGE FROM $250-$2,500/MONTH. MINIMUM ENGAGEMENT iS $250/MONTH.