Bookkeeping
Services
Here’s our workflow for bookkeeping and tax clients.
Zenbooks is a partner in your ongoing success.
We’ll keep your books balanced and ready for tax time, and then we’ll find the best savings and e-file.
We are certified to support our bookkeeping clients on multiple software platforms.
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This is the fun part for us. We hope to hear all about the passion for your business, successes, pain points, and identify areas where we can help you stay compliant and optimized for the best tax results.
FREE
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Take a deep dive into your books and tax return/s.
Formulate the best plan of action for your growth.
Send you a proposal.
FREE
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Initial clean up and balancing your books.
Start fresh where necessary.
One-time fee per estimate.
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Annual plans require a yearly commitment, and are billed on a monthly total of events; they include:
Monthly Books Management:
Enter transactions
Categorize transactions
Adjusting entries
Bank reconciliation
Monthly closing & reports
Analysis and Budgeting
Federal income tax prep and filing
Separate add-ons:
Payroll & HR
State income tax filing
Quarterly payroll filing
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We handle your books and only charge you per event – a transaction entry, a payroll run, an HR entry, a bank reconciliation, a payable outlay, or a receivable deposit.