Bookkeeping

¢lean $imple Bookkeeping


We help perform the tasks necessary to keep your financial records accurate, which means you can run your business or household with clarity and confidence.


We keep your books from keeping you!

Giving Thanks

10% Off

Accept a quote by November 30, 2024 and receive a 10% discount.


Promo Code NOV24THX10


Required purchase necessary. Limit one discount per company or household. Discount valid on new service contracts only. Not valid on renewal contracts. Not valid with any other offer. Non-transferable. No credit or cash back. Terms & Conditions are subject to change without notice, at the sole discretion of IDL Financial Systems LLC. Offer valid November 1-30, 2024.

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What We Do for You

We'll customize your quote based on your needs and perform bookkeeping tasks accordingly. Here is a sample list of tasks that may be included.

How We Serve You

for Your New Business or Household


The startup phase is the ideal time to implement a reliable bookkeeping system, and we will work with you and your accountant to determine the type of bookkeeping system that best fits your needs and plans. We utilize the following process to ensure that your bookkeeping is done correctly right from the start, so you can focus on growing your operations.

  1. Bookkeeping Consultation
  2. Determine Schedule for Ongoing Service
  3. Establish Bookkeeping System
  4. Provide Ongoing Bookkeeping Service
YES, I Want a Quote for My New Business / Household

for Your Existing Business or Household


Your business or household is thriving, but you may have reached the point where the bookkeeping functions are too demanding on your time or too costly to maintain in-house. We can take charge of the bookkeeping duties, and we utilize the following process to ensure timeliness and accuracy.

  1. Bookkeeping Consultation
  2. Clean and Update Existing Books
  3. Submit Data to Accountant for Review
  4. Determine Schedule for Ongoing Service
  5. Confirm or Modify Bookkeeping System
  6. Provide Ongoing Bookkeeping Service
YES, I Want a Quote for My Existing Business / Household

Your Software is Supported


Besides being QuickBooks® and Quicken® gurus, we support software you choose for accounting, document imaging and storage, e-commerce and more!

 

QuickBooks® and Quicken® are registered trademarks of their respective owners.


Our Workflow Cycle


We take your source documents and channel them through the standard accounting cycle to the preparation of your financial statements.

 

Click below to view a source document guide that will help you prepare for your bookkeeping services.


View Source Document Guide

Discounts We Offer You

Senior Discount


You are an Active Client who is age 55 or older. You get 10% off any individual monthly service of $150 or more.

Anniversary Discount



For each year that you maintain your Active Client status, you get a 50% discount during your anniversary month.

Referral Discount


You are an Active Client and you refer an individual, family, or business that becomes a ¢lean $imple Bookkeeping client. You get a $50 credit toward your ¢lean $imple Bookkeeping services.

Request a Quote Today!

We offer fixed pricing instead of hourly rates, and we'll work with you to provide a customized service package that fits the needs and budget of your business or household.

YES, I Need ¢lean $imple Bookkeeping. Give Me a Quote!

Want Help Doing Your Own Bookkeeping?


We're here for you! Get the bookkeeping help you need when you need it.


Schedule a do-it-yourself bookkeeping tutorial when you need answers to specific questions about your bookkeeping system, or when you need a software tutorial to get you over a bookkeeping hurdle.


Schedule anytime and pay as you go. Prepay when you schedule your appointment and get 10% off!

Get ¢lean $imple Bookkeeping

So You Can Get on with Running Your Home or Business.

Request Your Quote Today!

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