Get Ready for Summer
Accept a quote by May 31, 2022 and receive a 10% discount.
Promo Code MAY22SMR10
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 May 1-31, 2022.
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® 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.
We take your source documents and channel them through the standard accounting cycle to the preparation of your financial statements.
Click below to view a source document guide that will help you prepare for your bookkeeping services.
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.
Schedule a do-it-yourself bookkeeping tutorial when you need answers to specific questions about your bookkeeping system, or when you need a bookkeeping software tutorial so you can get back to managing your business or household finances.
Schedule anytime and pay as you go. Prepay when you schedule your appointment and get 10% off!