You focus on your business. Let us focus on your books.

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.

Get Started
Book a Free Discovery Meeting

Your books are in good hands with YFP Tax.

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.


After onboarding, we will help with the ongoing management of your Quickbooks Online account including regular review of income, disbursements, and expenses. Furthermore, we will help with the reconciliation of bank and credit card accounts. Our time here will help your business get access to its most important resource...your time!


We get it. Your business has ongoing needs that don't always happen when there is a scheduled meeting. You will have dedicated support to our tax experts throughout the year for questions and assistance...or just to lend a listening ear if you need to complain business owner to business owner :)

How it works:

It's as easy as 1-2-3. Ok, that's not true because there are 5 steps but you get the point.


Sign up.

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.


Sign the engagement letter.

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.


Fill out our client questionnaire and upload documents.

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.


Get started onboarding meeting.

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.


Training and ongoing review.

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.

Book a Free Discovery Meeting