Tax + Bookkeeping for Service Providers

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

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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 optional tax preparation and filing for bookkeeping clients, you can focus on the things that you do best.

CORE SERVICES

BETTER BOOKKEEPING

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

  • Weekly transaction categorization

  • 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: $675/month

or $8,100 paid in full for 12 months of service.

Better Bookkeeping

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

TAXES ON AUTOPILOT

Year-round tax advisory, plus preparation and filing services, available as an add-on service for Better Bookkeeping clients operating as LLCs, Partnerships and S-Corporations.

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

  • This service is available exclusively to Better Bookkeeping clients and is not offered as a stand-alone service

INVESTMENT: $350/month

or $4,200 (plus tax preparation & filing fees) for 12 months

Taxes on Autopilot

NOT SURE if this is for you?
CLICK THE LINK TO LEARN MORE.

BUSINESS ENTITY TYPES WE SUPPORT:

Sole Proprietor /
Single Member LLC

LLC taxed
as S Corp

Multi-Member LLC
(Taxed as S Corp)

Please Note: Bookkeeping services are available for all entity types listed below. Tax Services on Autopilot is currently available only for clients operating as S-Corporations and enrolled in Better Bookkeeping.

Multi-Member LLC
(Taxed as Partnership)

  • 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

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. 

Book a Call

“If you are a woman business owner, Luisa Alberto is someone you want to know.

She and the People First Finance team truly GET the challenges of a service-based business in growth mode — and they are the thoughtful and detail-oriented financial dream team you want (and need!) by your side for bookkeeping, accounting, tax, and financial strategy support. And along with her years of experience and financial expertise, Luisa is a delightful human being who brings a smile and encouragement to every conversation and interaction.”