Weekly bookkeeping for service providers who want tax ready books delivered to their inbox every month.

Tax surprises are a bookkeeping problem. When you’re self employed, you are on the hook for properly managing every dollar that comes through your business.

And there are specific do’s and don't's that many business owners aren’t aware of, or don’t have the bandwidth to manage.

If you’re not paying close enough attention, these oversights eventually catch up with you - whether that looks like getting stressful tax notices that don’t add up or even the IRS dipping into your bank account.

This is exactly why we’ve designed BETTER BOOKKEEPING to take the stress and uncertainty out of compliant money management for good.

BETTER BOOKKEEPING

BETTER BOOKKEEPING IS FOR YOU IF YOU’RE A SERVICE PROVIDER

We provide Tax-Ready books for the following entities, of all sizes and revenue:

Sole Proprietor /
Single Member LLC

LLC taxed
as S Corp

Multi-Member LLC
(Taxed as S Corp)

Multi-Member LLC
(Taxed as Partnership)

WE’RE THE RIGHT FIT IF YOU’RE
LOOKING FOR:

  • Well organized, easy to understand financial reports delivered to your inbox every month along with a summary of items that require your attention

  • A skilled and diverse team of finance experts with decades of combined bookkeeping and accounting experience

  • Reliable financial support from a team who proactively sends reminders and responds to questions within 48 business hours

  • Oversight to ensure that the way you’re paying yourself and your team of contractors and/or employees is compliant

  • Tax ready books that are complete, accurate and up to date whenever you need them

HERE’S EVERYTHING THAT’S INCLUDED:

  • A review of your year to date financials, to identify any potential errors or inaccuracies that would impact your tax bill

  • Easy onboarding and regular communication with your designated bookkeeper via a secure portal, where you can provide the information and documentation that make your books tax proof

  • Monthly financial reviews and reports that help you understand exactly what to focus on - and why - because we know you’re busy

  • Annual reviews by an experienced accountant to ensure all documentation and data is ready for on time tax filing

  • Issuing those pesky 1099-NECs on your behalf for qualifying contractors

  • Proper accounting of owner payroll vs draws, health insurance premiums and benefits for S Corp entities and Partnerships

  • Accurate data provided on request to support any of your unique financial planning, business compliance and operational needs    

  • $625 PER MONTH

    or $3,750 paid in full for 6 months of service

WHY PEOPLE FIRST FINANCE?

Because it’s our job at People First Finance to make sure that bookkeeping is the best investment you make in your business.

And our highly qualified team…

Our certified bookkeepers monitor your accounts every week to catch overcharges, errors, and unusual transactions before they become problems. Their credentials include Intuit Certified Bookkeeping Professional, Gusto People Advisor Certified, and QuickBooks Certified ProAdvisor – meaning your books are handled by true experts.

Our licensed EAs and CPAs prepare and file your taxes with accuracy and strategy, ensuring compliance while maximizing tax savings opportunities for your specific entity type and business goals.

We have a proven quarterly process to track your financial goals, and a monthly budgeting framework that highlights clear actions to achieve them. Behind the scenes, our team leverages a robust internal client ticketing system to document, discuss, and resolve any complex financial situation or question that crosses your path – so nothing slips through the cracks.

Our Lead Accountant brings over 30 years of experience to your business finances, providing a second layer of review to catch nuanced errors others miss, like overstated sales or misclassified deductions that could cost you thousands.

We’re the most detail-oriented, qualified, and reliable member of your team.

  • “As a small business owner, I struggled for years to find someone to help me with my financial affairs that I liked and that I could trust. If you're serious about getting your finances in order, I can't recommend People First Finance enough. Luisa and her team are knowledgeable, responsible, and committed. Call them, call them, call them today. They've made a world of difference to my day to day and my bottom line. One of the best business decisions I ever made was to hire PFF. Do it!”

    ERIC R. | DESIGN AGENCY OWNER

Frequently Asked Questions

  • We use Quickbooks Online. If you don’t, we’ll help you get set up and make sure you have the right subscription! Whether you’re handling your books yourself in Excel, or working with a bookkeeper on another platform, we’ll get you up and running. We are experts on this platform, and we want to ensure you’re getting the most from our work, so we stick with what we know best.

  • Absolutely. You don’t need to have QuickBooks right away. During onboarding, we'll help you set up a QuickBooks Online account and make sure you have the right subscription. Our goal is to get your books tax‑ready and error‑free no matter where you’re starting.

  • Yes! We provide clean‑up and catch‑up services for clients who fall behind. We’ll reconcile your books year to date, correct errors, fill in missing categories, and give you a clear, accurate starting point moving forward. From there, we will review and manage your books weekly to keep you on track.

  • Yes! We offer tax services. We use IRS‑approved professional tax preparation software and seamlessly integrate with QuickBooks Online to keep your books accurate year‑round. This ensures your finances stay organized, avoids last‑minute scrambling, and helps capture every deduction when it matters most. Click here to learn more about adding on our Tax Services.

  • We work with service providers of all shapes and sizes. Examples of current client industries include: creative services, digital marketing, business services, health and wellness, coaching and consulting. 

  • We offer year‑round bookkeeping, tax planning and financial guidance. That means you’re never waiting until tax season to address important questions—and you’re always capturing deductions and staying organized.

  • 1. Onboarding & assessment.
    We review your financials, current systems, and goals. If needed, we offer QuickBooks set up and clean‑up to bring your books current.

    2. Weekly bookkeeping.
    We categorize income and expenses to ensure you have up‑to‑date financials.

    3. Ongoing support & advisory.
    You get access to monthly reports, financial analysis, tax savings guidance, and on‑demand help so you stay proactive, not reactive.

    • We combine tax‑ready bookkeeping with year‑round financial guidance and support.

    • You'll stay organized and avoid surprises at tax time.

    • Our approach captures deductions throughout the year, maximizing tax savings.

    • You're assigned a dedicated bookkeeper who understands your business.

    • We're a women‑led team that values building trust, creating clarity and facilitating action.

    1. Book a call → tell us about your business and the support you’re looking for.

    2. Choose your first step → Quickbooks set up, clean up or we can jump right into bookkeeping.

    3. Onboard → we’ll get to know you and your business, then begin weekly bookkeeping.

    Every step of the way, you have a dedicated partner making sure your finances are organized, timely, and meaningful.

  • Your main point of contact will be your skilled bookkeeper, and you’ll communicate regularly via your client portal. In addition to your bookkeeper, our agency manager is always available via email or your client portal for any other questions you may have. 

  • Let us know that you’re using this cash management method during your onboarding, so that we can properly classify the transfers you make between accounts each month on your books.

  • Our focus is to provide you with tax ready books every month. We’re happy to provide recommendations for efficient software and systems that automate invoicing and bill pay (like bill.com), if it’s a pain point for you.

  • We onboard new clients every week. Book your call to discuss the timeline that works best for you!

BOOK YOUR CALL TODAY!