Tax Ready Books for Service Providers

Tired of worrying about your bookkeeping and taxes? We’re the right partner for you!

Experience the peace of mind that comes from having experts build your financial foundation

Business owners wear a lot of hats, but maybe they shouldn’t. Some tasks are best left to the professionals to proactively save you money and ensure they’re done correctly, the first time. 

It’s challenging to make informed decisions without accurate data. That’s why we focus exclusively on maintaining up-to-date books and providing custom tax advice for your business. 

With 48-hour guaranteed response times, weekly reviews of your books, and done-for-you preparation and filing of your taxes, you can focus on the things that you do best! 


CORE SERVICES

We work with service-based providers and businesses, no matter how you file:

Sole Proprietor /
Single Member LLC

LLC taxed
as S Corp

Multi-Member LLC
(Taxed as S Corp)

Multi-Member LLC
(Taxed as Partnership)

BETTER BOOKKEEPING

This is where we start. You can’t fine-tune your taxes with jumbled data.

Better Bookkeeping is designed to help you maintain clean and accurate books year-round.

This service provides: 

  • 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   

INVESTMENT: $625/month

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

Click here to learn more about whether Better Bookkeeping is for you. 

Ready to go? Book a call here, and we can pick your onboarding date! Once your books are clean, what’s next?

TAXES ON AUTOPILOT

If you’re a Better Bookkeeping client, you can expand your services to include our comprehensive tax program.

Our Tax Clients receive: 

  • A tax compliance review when you onboard with us, so you understand which taxes your business should be paying and how to make sure you never miss a payment or deadline again

  • Comprehensive tax preparation for federal and state returns, including business and personal filings for owners of pass-through entities

  • Year-round estimated tax payment calculations and reminders to keep you compliant and penalty-free

  • An annual tax planning session to ensure you’re taking advantage of every deduction, credit, and tax-saving opportunity

  • A detailed review of your financials and tax documents to file accurately and strategically

  • IRS and state notice response support for any tax return we prepare

  • Secure document collection, storage, and communication via our encrypted client portal

  • Seamless integration with your People First Finance bookkeeping team to keep your books and taxes aligned and audit-ready

INVESTMENT: $350/month

plus filing fees or $4,200 plus filing fees for 12 months

Unsure if this is for you?
Find out here.

Want to get started? Let our Agency Manager know you want to add this to your current services!

  • “I highly recommend People First Finance to help manage your bookkeeping, tax planning, and financial advising. People First Finance is a high quality and reasonably priced agency that has a very personable and wonderful team that is quick to respond to your needs while also delivering a top notch service. I have had a great experience with People First Finance and hope to continue working with them for years to come. People First Finance is helping our company stay healthy and in successful operation.”

    TONY J. | PHOTOGRAPHER

  • I've had PFF as my virtual CFO team for the last 2 years. The staff have been exceptional at keeping my books clear and concise, as well as giving me strategy and tax support. I feel I am in good hands with Luisa and her team. Anyone I show my P&Ls to are super impressed by the work, and they are continuing to support me as I expand my business. I am super grateful to have a team who are PEOPLE, who extend kindness & flexibility & active listening rather than someone who just does my books. Highly recommended!”

    LINDSAY T. | PLAY SPACE OWNER

  • “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

Two Simple Steps to Financial Freedom

Book a call 

Pick a time that’s convenient for you to chat with us about your specific bookkeeping needs.

PICK YOUR ONBOARDING DATE

We onboard year-round, so there are lots of options.