Building a business is fun. Worrying about your books? Not so much fun.
Let YFP Tax tackle your books to ensure everything is accurate, up to date, and ready for you to make informed decisions.
Running a business takes time…a lot of time. YFP Tax’s bookkeeping service handles the day-to-day tracking and recording of your company’s finances so you can focus on being a leader, not an accountant. We’ll provide you with the reports and figures you need to make important decisions, and at year-end, your finances will be tax filing-ready (no more scrounging around for receipts in March!).
Our get-organized onboarding process will help you get a quick start to having your books in order. Whether you are starting from scratch, looking to clean up your own records, or switching bookkeepers, our getting started meeting will get you on the right path.
It's as easy as 1-2-3. Ok, that's not true because there are 5 steps but you get the point.
Click the button below, give us some basic info, and we'll take it from there. If you want to take more with someone from our team to see whether or not there is a good fit, book a free discovery call.
That’s accounting-speak for “contract”. We’ll send you everything through our secure client portal, which is what you’ll use to upload documents and receive sensitive correspondence from us. Once signed, you’ll receive a congratulatory welcome letter from us outlining the next steps in our journey.
We’ve spent several years fine-tuning this important data-gathering process to make sure we have all the information we need and understand your business.
During the onboarding meeting, we will review the Quickbooks Online subscription level needed, chart of accounts, and financial statement setup, and ensure all accounts are syncing correctly so we do the reconciliation.
After completing the onboarding and technical setup, we will have a bookkeeping training meeting to review and categorize transactions, how to submit receipts, how to issue contractor payments (if applicable), and more! We are up and running at this point and now it's time to optimize and give you your regular reports so you can make the decisions you need without having to worry about everything being organized.
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