01
Bookkeeping
Monthly transaction categorization, bank and credit card reconciliations, financial statements, and cleanup of prior periods when needed.
Simply Done Right | Accounting Services
Bookkeeping,
payroll, and tax.
We provide ongoing bookkeeping and payroll for businesses, and prepare tax returns for businesses and individuals. We also take on account cleanup and financial reporting work when needed.
Services
What we do.
Recurring work and one-time projects are scoped separately. You can engage us for a single service or for ongoing accounting support.
02
Payroll
Payroll processing, employee pay records, and coordination of payroll tax filings. We review the existing payroll setup before agreeing on the scope.
03
Tax Preparation & Filing
Preparation and filing of federal and applicable state tax returns for individuals, self-employed professionals, and businesses.
04
Financial Reporting & CFO Support
Management reporting, budgets, and cash flow projections for businesses that need additional financial oversight. Offered under a separate engagement.
Working with SDR
How an engagement begins.
You do not need to move your bookkeeping to SDR to use our tax services. We can work with records maintained by you or an outside bookkeeper, subject to the agreed scope of review.
01
Discovery
Tell us which service you need, the periods involved, and whether someone currently manages the books or payroll.
02
Review and scope
We review the relevant records and confirm the work, responsibilities, and document requirements before proceeding.
03
Engagement
We request documents through the secure client portal, complete the agreed work, and arrange tax return review and authorization before filing when applicable.
FAQs
Before you get started.
A few details about records, bookkeeping, and document sharing.
How is pricing determined?
Fees depend on the services requested, the condition of the records, and the work involved. We review the scope before quoting recurring or project work.
What if my books are behind?
We can review the periods that need attention and determine what cleanup is required. We will confirm the scope before starting that work.
What should I include in my first inquiry?
Let us know the service you need, the tax year or accounting period involved, and whether another professional currently maintains your records. Please do not attach sensitive financial documents to the initial message.
Where do I send tax documents?
Once you are onboarded, use the secure TaxDome client portal for tax documents, organizers, messages, and signatures. Do not send Social Security numbers or tax records in an initial inquiry.
New Client Inquiries
Discuss your accounting or tax needs.
Briefly describe the work and how to reach you. We will discuss the records and scope before requesting financial documents.
Request a Consultation Access Client Portal
Current clients can send documents, messages, and signatures through TaxDome.