IDL Financial Systems LLC
IDL Financial Systems LLC

¢lean $imple Bookkeeping

Services & Training

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

 

Financial Independence

10% Off

 

Accept a quote by July 31, 2017 and receive a 10% discount.

 

Promo Code JUL17FIN10

 

Limit one discount per company or household. Not valid with any other offer. Required purchase necessary. Non-transferable. No credit or cash back. Terms & Conditions are subject to change at the sole discretion of IDL Financial Systems LLC. Offer valid July 1-31, 2017

Sample Tasklist

Here is a sample list of bookkeeping tasks that may be included in your customized quote.

Setup|Analysis

Set up bookkeeping system for new business or household

 

Analyze bookkeeping system for existing business or household

 

Budget Setup and Monitoring

Bookkeeping

Data Entry from Source Documents

 

Bank & Credit Card Statement Reconciliation

 

Invoicing

 

Checkwriting

 

Payroll Integration

Reporting

Accounts Receivable

 

Accounts Payable

 

Assets & Liabilities

 

Sales & Profitability

 

General Ledger

 

Payroll

 

Income | CAT Tax

 

Sales Tax

Our Bookkeeping Process

for a 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. No-Cost Consultation
  2. Determine Schedule for Ongoing Service or Training
  3. Establish Bookkeeping System
  4. Provide Ongoing Bookkeeping Service or Training

for an 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. No-Cost Consultation
  2. Clean and Update Existing Books
  3. Submit Data to Accountant for Review
  4. Determine Schedule for Ongoing Service or Training
  5. Confirm or Modify Bookkeeping System
  6. Provide Ongoing Bookkeeping Service or Training

Supported Software

QuickBooks | Quicken | Mint | Microsoft Money | Sage | Xero | MYOB | ReceiptBank | Freshbooks | Expensify | Shopping Carts | PayPal and more!

The Workflow

We follow the standard accounting cycle, beginning with receipt of your source documents and ending with delivery of your financial statements.

 

Click here to view a source document guide that will help facilitate the bookkeeping workflow.

Discounts for Active Clients

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.

Tell-A-Friend

You tell an individual, family, or business about ¢lean $imple Bookkeeping, and they become a client. You get a $25 gift Visa or MasterCard.

 

What is Accounting?

Accounting is an information system that measures, processes, and communicates financial information about an identifiable economic entity. The major goal is to analyze, interpret, and use the information in the best interests of the entity. Accounting includes the design of an information system that meets user needs, as well as budgeting, cost analysis, auditing, and income tax preparation or planning.

What is Bookkeeping?

Bookkeeping is a fundamental component of the system of accounting. It is the process of recording transactions and keeping records.

Why is Bookkeeping Important?

If you participate in the operation of a household, business, or organization that generates, processes, and/or reports financial information, then you are a member of an "identifiable economic entity". Therefore, bookkeeping is an essential tool in designing an accounting system that meets your needs. Your bookkeeper works with you and your CPA to ensure ongoing performance and reliability of your accounting system.

Schedule Online 24/7

Use our online booking system to schedule your service appointments. Discounts offered on select services when you make your appointment online!

(click to schedule)

Pay Online 24/7

Make secure online payments from your computer or mobile device. Click on the PayPal icon below to begin.

(PayPal account not required)

News & Social Media

We keep you up to date about bookkeeping, finance, taxes & more! Read more

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Notary Public (Ohio)

Contact Us

IDL Financial Systems LLC

175 S. Third St. Suite 200

Columbus, OH 43215

Map

Office Hours

by Appointment Only

Click Here to Schedule

(614) 476-9940

(614) 973-6037 Fax

info@IDLFinancialSystems.com

info@CleanSimpleBookkeeping.com

info@CleanSimpleTax.com

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