SAVVY TAX STRATEGIES • COMPLIANCE DIVISION

 SavvyBooks

Clean Books. Clear Picture. Confident Decisions.

Your books are the foundation of every smart business decision — and every dollar of tax savings. We build that foundation right.

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 SavvyBooks

Clean Books. Clear Picture. Confident Decisions.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

BUILT FOR

Established owners

Messy or neglected books

Done with DIY bookkeeping

Ready for a real foundation

WHAT'S INCLUDED

Bookkeeping & Categorization

  • $
    Monthly transaction coding
  • $
    Chart of accounts setup & cleanup
  • $
    Expense categorization (IRS-compliant)
  • $
    Ongoing account maintenance

Bank & Credit Card Reconciliation

  • $
    All accounts reconciled monthly
  • $
    Discrepancy identification & resolution
  • $
    Cleared transaction verification
  • $
    Audit-ready reconciliation records

Financial Statement Prep

  • $
    Monthly P&L statement
  • $
    Balance sheet
  • $
    Cash flow summary
  • $
    Month-end close by the 10th

Payroll Processing

  • $
    Employee & contractor payroll runs
  • $
    Payroll tax deposits & filings
  • $
    W-2 & 1099 preparation
  • $
    Direct deposit setup & management

Sales Tax Filing

  • $
    State sales tax return preparation
  • $
    Multi-jurisdiction tracking
  • $
    Filing deadline management
  • $
    Nexus awareness & compliance

GETTING STARTED — YOUR FIRST 90 DAYS

Weeks 1-2

Discovery & Setup

  • $
    Kickoff call + business deep-dive
  • $
    QBO access & chart of accounts audit
  • $
    Prior period assessment
  • $
    Cleanup plan + scope confirmation

Weeks 3-6

Clean-up & Catch-up

  • $
    Weekly check-ins as needed
  • $
    Bank reconciliations caught up
  • $
    Prior period assessment
  • $
    Payroll & sales tax review

Weeks 7-12

Steady State

  • $
    Bi-weekly check-ins
  • $
    First full month-end close
  • $
    Clean financials delivered
  • $
    Ready to layer on SavvyController

Check-in frequency (weekly or bi-weekly) is based on your books' condition. Most clients reach clean-book steady state by month 3.

WHAT LANDS IN YOUR INBOX EVERY MONTH

  • Reconciled books by the 10th
  • Payroll processed on schedule
  • Monthly P&L statement
  • Sales tax filed on time
  • Balance sheet
  • Discrepancy report (if any)
  • Cash flow summary
  • Ready-for-tax financials

WHERE SAVVYBOOKS FITS — SAVVY BOSS FRAMEWORK

SavvyBooks

$

SavvyController

$

SavvyTax

$

SavvyCFO

SavvyBooks is Stage 1 — clean books unlock everything that follows.

Ready to clean it up?

Book a free 20-min call

meetwithsavvy.com

Savvy Tax Strategies • 208-546-0911 • meetwithsavvy.com • EA • CTS • Cash Flow Architect