Tax + Bookkeeping for Service Providers
Tired of worrying about your bookkeeping and taxes? We’re the right partner for you!
Experience the peace of mind that comes from having experts build your financial foundation
Business owners wear a lot of hats, but maybe they shouldn’t. Some tasks are best left to the professionals to proactively save you money and ensure they’re done correctly, the first time.
It’s challenging to make informed decisions without accurate data. That’s why we focus exclusively on maintaining up-to-date books and providing custom tax advice for your business.
With 48-hour guaranteed response times, weekly reviews of your books, and done-for-you preparation and filing of your taxes, you can focus on the things that you do best!
CORE SERVICES
BETTER BOOKKEEPING
Better Bookkeeping is designed to help you maintain clean and accurate books year-round.
This service provides:
A review of your year to date financials, to identify any potential errors or inaccuracies that would impact your tax bill
Easy onboarding and regular communication with your designated bookkeeper via a secure portal, where you can provide the information and documentation that make your books tax proof
Monthly financial reviews and reports that help you understand exactly what to focus on - and why - because we know you’re busy
Annual reviews by an experienced accountant to ensure all documentation and data is ready for on time tax filing
Issuing those pesky 1099-NECs on your behalf for qualifying contractors
Proper accounting of owner payroll vs draws, health insurance premiums and benefits for S Corp entities and Partnerships
Accurate data provided on request to support any of your unique financial planning, business compliance and operational needs
INVESTMENT: $625/month
or $3,750 paid in full for 6 months of service.
Click here to learn more about whether Better Bookkeeping is for you.
TAXES ON AUTOPILOT
Year-round tax preparation and planning for service providers who want their taxes fully handled.
Our Tax Clients receive:
A tax compliance review when you onboard with us, so you understand which taxes your business should be paying and how to make sure you never miss a payment or deadline again
Comprehensive tax preparation for federal and state returns, including business and personal filings for owners of pass-through entities
Year-round estimated tax payment calculations and reminders to keep you compliant and penalty-free
An annual tax planning session to ensure you’re taking advantage of every deduction, credit, and tax-saving opportunity
A detailed review of your financials and tax documents to file accurately and strategically
IRS and state notice response support for any tax return we prepare
Secure document collection, storage, and communication via our encrypted client portal
This service is designed for service businesses and makes a seamless addition to our bookkeeping services
INVESTMENT: $350/month
plus filing fees or $4,200 plus filing fees for 12 months
Unsure if this is for you?
Find out here.
BUSINESS ENTITY TYPES WE SUPPORT:
Sole Proprietor /
Single Member LLC
LLC taxed
as S Corp
Multi-Member LLC
(Taxed as S Corp)
Multi-Member LLC
(Taxed as Partnership)
Two Simple Steps to Financial Freedom
Book a call
Pick a time that’s convenient for you to chat with us about your specific bookkeeping needs.
PICK YOUR ONBOARDING DATE
We onboard year-round, so there are lots of options.
“If you are a woman business owner, Luisa Alberto is someone you want to know.
She and the People First Finance team truly GET the challenges of a service-based business in growth mode — and they are the thoughtful and detail-oriented financial dream team you want (and need!) by your side for bookkeeping, accounting, tax, and financial strategy support. And along with her years of experience and financial expertise, Luisa is a delightful human being who brings a smile and encouragement to every conversation and interaction.”