¢lean $imple Bookkeeping
We keep your books from keeping you
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.
Graduate to Savings
10% Off
Accept a quote by June 30, 2021 and receive a 10% discount.
Promo Code JUN21GRAD10
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 June 1-30, 2021.
What We Do for You
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
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.
- Bookkeeping Consultation
- Determine Schedule for Ongoing Service
- Establish Bookkeeping System
- Provide Ongoing Bookkeeping Service
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.
- Bookkeeping Consultation
- Clean and Update Existing Books
- Submit Data to Accountant for Review
- Determine Schedule for Ongoing Service
- Confirm or Modify Bookkeeping System
- Provide Ongoing Bookkeeping Service
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.
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.
Our Workflow Cycle
We take your source documents and channel your data through the standard accounting cycle, to the delivery of your financial statements.
Click here to view a source document guide that will help facilitate the bookkeeping workflow.
Want to Do Your Own Bookkeeping and Sharpen Your Money Skills? We're Here for You!
D-I-Y Bookkeeping for your Home or Business
Learn how to do it yourself with the Money Skills Toolkit
Open your paid subscription so you can have access to WebClasses, how-to videos, worksheets, templates and more inside the Money Skills Toolkit!
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!
Pay Online 24/7
Make secure online payments from your computer or mobile device. You can pay with your PayPal account, or use the guest checkout option and pay with your debit/credit card.
(PayPal account not required)
News & Social Media
We keep you up to date about bookkeeping, finance, taxes & more!
You tell an individual, family, or business about ¢lean $imple Bookkeeping or
¢lean $imple Tax.
They become a client.
You get a $25 cash reward.
Notary Public (Ohio)
Contact Us
IDL Financial Systems LLC
P.O. Box 83183
Columbus, OH 43203-0183
Office Hours
by Appointment Only
(614) 476-9940
Fax Service Upon Request
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