Why Outsource Your Bookkeeping to Savvy?
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
Monthly Bookkeeping Deliverables
Depending on your business needs, monthly bookkeeping support may include:
- Transaction posting and categorization
- Bank and credit card reconciliations
- Revenue and expense tracking
- Bill and receipt organization
- QuickBooks Online support
- Monthly financial reports
- Payroll support
- Bookkeeping clean-up and catch-up work
- Tax-ready records for planning and preparation
Clean-Up vs Monthly Bookkeeping
Bookkeeping Clean-Up
Best for businesses with old, messy, or incomplete records. Clean-up work helps fix past bookkeeping issues, organize transactions, and bring the books up to date.
Monthly Bookkeeping
Best for businesses that want ongoing support after the books are current. Monthly bookkeeping helps keep records organized, reports updated, and tax planning easier throughout the year.
Who This Is For?
This service is a good fit for business owners who want cleaner books, better reports, and less stress around taxes. It is especially helpful if your books are behind, your transactions are not categorized clearly, you are unsure whether your numbers are accurate, or you want better records for tax planning and cash flow decisions.
- Small business owners with behind or messy books
- Contractors and service-based businesses
- Owners who use QuickBooks Online
- Businesses that need monthly reconciliations and reports
- Owners who want better numbers for tax planning
- Teams that need payroll or bookkeeping support
SERVICES WE PROVIDE...
Tax Planning Services
Plan ahead, reduce surprises, and make smarter tax decisions before deadlines arrive.
Monthly Bookkeeping/Payroll
Keep your books clean, current, and useful so you can run the business with clearer numbers.
Profit First Support
Build a cash flow system that helps you plan for profit, taxes, owner pay, and operating costs.
All Services
See how Savvy supports business owners with bookkeeping, tax planning, payroll, and cash flow help.
What Is a Tax Strategist?
Learn how proactive tax strategy is different from simply preparing a return after the year ends.
Savvy Tax Strategies and Bookkeeping is based in Nampa, Idaho and serves small business owners in Boise, Nampa, and the Treasure Valley.
Get Started Today.
Don't Waste Time Managing Things You Don't Have To.
Profit isn’t an afterthought—it’s the plan. We’ll manage the financials so you can run the business.
Make Way More Money and
Save Way More Money
Stress-Free, Proactive Process
Make Way More Money and
Save Way More Money
Frequently Asked Questions
What does monthly bookkeeping include?
It can include transaction posting, reconciliations, revenue tracking, bills, reports, and QuickBooks Online support.
Can you fix old bookkeeping mistakes?
Yes. Clean-up and catch-up services help bring books up to date.
Do you use QuickBooks Online?
Yes. Savvy supports QuickBooks Online setup, training, and cloud-based bookkeeping.
Is bookkeeping needed for tax planning?
Yes. Clean books help create better tax projections and planning decisions.
Do you offer payroll help?
Yes. Payroll is included in the services listed on the site.
Last reviewed May 15, 2026.