IDL Financial Systems LLC

¢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.

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Giving Thanks

10% Off

Accept a quote by November 30, 2019 and receive a 10% discount.

Promo Code NOV19THX10

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 November 1-30, 2019.

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

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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

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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.

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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.

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.

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D-I-Y Bookkeeping for your Home or Business

Learn how to do it yourself with the Money Skills Toolkit

Prefer to do your own bookkeeping? Then get your Money Skills Toolkit paid subscription for access to WebClasses, how-to videos, worksheets, templates and more!

YES, I want to learn with the Money Skills Toolkit