SERVICES

All bookkeeping services begin with a $275 Diagnostic Review.

    • Record income and expenses

    • Reconcile bank, credit cards and other business accounts

    • Spot checks for clean up and maintenance to keep you books accurate

    • Month-end closing process

    • Custom financial reports

    • Monthly Business Review

    • Quarterly packages available

    CURRENTLY ACCEPTING QUARTERLY BOOKKEEPING CLIENTS. JOIN OUR EMAIL LIST TO BE NOTIFIED WHEN MONTHLY BOOKKEEPING SPOTS BECOME AVAILABLE!

    • Review current bookkeeping (if in place)

    • Catch up on prior months or records

    • Establish a bookkeeping system that works for you

    • Custom fee varies based on scope of work

    • Financial Forecasting & Budgeting

    • Financial Analysis

    • Cashflow Managment

    • Quality Assurance Review for in-house bookkeeper

    • Custom Financial Reports

    • Sole Proprietoships & LLC: 1040 with Schedule C returns

    • Partnerships: Form 1065 & K-1

    • S-corps: Form 1120-S

    We will prepare personal taxes for all clients for whom we prepare business taxes.

    • Private training for those not quite ready to outsource bookkeeping or prefer to DIY

    • Designed to target your business' unique bookkeeping pain points

    • Requires purchase of SafeBooks QBO or Xero Beginner's Guide ($38)

    • $125 per hour. Minimum 2-hours, divided into 2 sessions

    • Delivered via Zoom

    • Recording available

  • SafeBooks Tax Advocacy & Resolution helps individuals and small business owners navigate IRS and state tax issues with confidence. From tax notices and back taxes to payment arrangements, penalty relief, audits, and other resolution matters, we provide knowledgeable representation and practical solutions designed to protect your interests and move you toward resolution.

  • This affordable monthly membership is designed for small business owners who want to confidently manage their own bookkeeping with a little support from SafeBooks.

    As a member, you'll get:

    • 📚 Resource LIbrary of downloadable templates, checklists, and guides

    • 💬 A private community where you can ask bookkeeping questions

    • 🎥 Monthly live Q&A sessions with me

    • ✅ Practical tips to help you keep accurate books and make tax time less stressful

ready to start services?

Fulfillment Policy

How We Deliver Services

  • All services are delivered virtually.

  • Deliverables for monthly services will be provided by the 15th of each month, assuming receipt of all required documents.

  • Deliverables for all other services will be provided by the due date state in your customized engagement letter.

Your Part

To keep things on track, please:

  • Provide accurate, complete info.

  • Respond to questions within 3-5 business days.

  • Ensure we have secure access to your systems.

Issues or Edits?

Tell us within 10 business days. If it’s our mistake, we’ll fix it at no charge.

Refunds

Because our services are time-based and tailored to you, we don’t offer refunds once work is done. But we’re committed to resolving any concerns. SafeBooks requires a 14-day notice to terminate recurring services, as outlined in our Engagement Letter.

Questions?

Reach us anytime!

By using our services, you agree to this policy. Thanks for choosing us to handle your numbers so you can focus on your business!