IDL Financial Systems LLC

¢lean $imple Bookkeeping

Services & Training

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.

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Spring Cleaning

10% Off

Accept a quote by April 30, 2018 and receive a 10% discount.

Promo Code APR18CLN10

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 April 1-30, 2018.

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.

No-Cost Consultation
Determine Schedule for Ongoing Service or Training
Establish Bookkeeping System
Provide Ongoing Bookkeeping Service or Training

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.

No-Cost Consultation
Clean and Update Existing Books
Submit Data to Accountant for Review
Determine Schedule for Ongoing Service or Training
Confirm or Modify Bookkeeping System
Provide Ongoing Bookkeeping Service or Training

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.

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.

Yes, Give Me a Quote

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.

Tell-A-Friend

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

What is Accounting?

When you manage your personal finances, run your household, or operate your business, you are part of an "identifiable economic entity" that generates financial information. Accounting is the system that measures, processes, and communicates your financial information. The accounting system includes basic and specialized functions designed to analyze, interpret, and use your financial information in the best interests of your economic entity.

What is Bookkeeping?

Bookkeeping is the process of recording financial transactions and keeping financial records. It is a fundamental component of accounting, because it is the foundation for building your accounting system.

Why is Bookkeeping Important?

If you want good accounting, then you must have good bookkeeping. Your bookkeeper is essential in working with you and your CPA to ensure that your accounting system remains reliable and meets your needs.

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