New Start for the New Year
Accept a quote by January 31, 2018 and receive an 18% discount.
Promo Code NEWYR2018
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 January 1-31, 2018.
Here is a sample list of bookkeeping tasks that may be included in your customized quote.
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.
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.
Besides being QuickBooks gurus, we support software you choose for accounting, document imaging and storage, e-commerce and more!
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.
You are an Active Client who is age 55 or older. You get 10% off any individual monthly service of $150 or more.
For each year that you maintain your Active Client status, you get a 50% discount during your anniversary month.
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.
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.
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.
Use our online booking system to schedule your service appointments. Discounts offered on select services when you make your appointment online!
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