Monthly Bookkeeping

Let Us Focus on the Hard Stuff So You Can Focus on What You Love

All services are customized to your specific needs taking into consideration a variety of factors including, but not limited to, the number and type of accounts, transaction volume, reporting needs, etc.

Schedule a discovery call to learn about your needs, see if it makes sense to work together and discuss next steps to receive your customized proposal.

There are a number of reasons to outsource your bookkeeping and why you should choose Savvy for your bookkeeping needs:

Experience

With over 20 years of business experience in taxes, bookkeeping and insurance auditing, we know how to handle the needs of your business bookkeeping and tax preparation

Tech Savvy

We keep up with the latest technology so you don't have to. Not just to use another app or program, but to help us - and you - be more efficient in your business

Cloud Based

We use Quickbooks Online and a client portal that is available anytime / anywhere

Mentor

As we said above, we have over 20 years experience in business. We love helping fellow entrepreneurs and if we don't know the answer, we can help find it

Trained

We are an Advanced Certified Pro Advisor with Quickbooks and continually taking classes to be up to date with the latest knowledge on taxes, bookkeeping and business

Competitive

We want to help businesses in all stages and have competitively priced packages for most businesses

Let us help you choose the package that's right for you

PREMIUM

STANDARD

ESSENTIALS

This is the best option for busy business owners who want the maximum out of their cloud accounting system and get access to the key metrics so they can make the best business decisions based on the best quality information.

This is our most popular option because you get valuable monthly reports to help you manage your business, general advice and we’ll even produce your year-end accounts for free.

This option is best for those business owners who are simply looking to get the basic entries done to ensure being compliant with the Internal Revenue Service.

Everything in Standard, plus...

  • Weekly reports on your key numbers

  • Enhanced Cash Flow Tools

  • Monthly online (‘virtual’) business review meeting

  • Year-end tax collaboration

Everything in Essentials, plus...

  • Quarterly online (‘virtual’) business review meeting

  • Expense monitoring and advice

  • Precision accounting with accruals and prepayments

  • Maintaining your fixed asset register

  • Full management reporting every month

  • Receivables monitoring

  • Completion of Sales Tax returns

  • Completion of annual accounts

  • Subscription for your paperless expense and receipt processing system

  • Posting all business bank transactions

  • Completing the monthly bank reconciliations

  • Posting purchase invoices, expenses and cash transactions

  • Credit card transactions and reconciliations

  • Completing the monthly sales and purchase ledger reconciliations

  • Completing the monthly Sales Tax reconciliation

  • Completing payroll journals

  • Maximize your tax deductions*

  • Email and telephone support

  • Basic management reporting every quarter

  • Supply cloud accounting software

We’ve Created A Free Guide - 10 BIGGEST Financial Mistakes Contractors Make and What You Can Do to Fix Them Today

Compiled from looking at hundreds of financials and interviewing contractors. Make these mistakes at your peril and find out what to do if you are making one of these mistakes.

Contact Us

  • Mon-Fri 9am-5pm

  • 208-546-0911

  • help@savvytaxstrategies.com

© Copyright 2022. Savvy Tax Strategies and Bookkeeping.

All rights reserved.

2023 All Rights Reserved.