Bookkeeping Services

Wouldn’t it be great to no longer be overwhelmed by the volumes of information that must be gathered to have your tax return prepared?  Even the most basic administrative tasks can cripple or derail you from focusing on your highest payoff opportunities.  Get these off your plate as quickly as possible to create more room for the tasks that you enjoy and that will actually make you money.

Let Life Plan Business Solutions take care of your bill paying, sales deposits, bank statement and credit card statement reconciliation, financial statements, payroll tax preparation and reporting, and more. Your time is better spent operating your business, not entering transactions.  Life Plan Business Solutions can complete this complicated and time consuming task for you. 

Life Plan Business Solutions is a QuickBooks ProAdvisor. A QuickBooks ProAdvisor is a professional trained and certified in setting up, maintaining and troubleshooting QuickBooks. A ProAdvisor must pass an extensive exam each year to remain current. This exam includes topics such as:

• Selecting the QuickBooks product for your business
• Setting up and customizing QuickBooks
• Understanding QuickBooks data files
• Entering transactions
• Understand Job Costing
• Understanding Payroll
• Making QuickBooks Reports work for you
• Year end tasks and procedures

Life Plan Business Solutions can help with:

• Small Business Bookkeeping
• Outsourced Virtual Bookkeeping & Payroll
• Bank and Credit Card Reconciliation
• Accounts Receivables
• Accounts Payables
• Bookkeeping Clean-Up
• Bookkeeping Start-Up
• Income Statement, Balance Sheets, General Ledger
• Customized Financial Statements

Don't worry!  Life Plan Business Solutions to the rescue!  With our Rescue Work package, we will get your bookkeeping caught up!  We pride ourselves in year-end bookkeeping, which include the following:

• Bookkeeping of all business expenses for the prior year
• Accounting of sales and deposits for the year
• Bank reconciliations of business bank accounts and credit cards for the entire year
• Year-End financial statements

This one time package is recommended for small business owners who either need to bring their books up to date in mid-year or need proper bookkeeping for the past year to complete and file their prior year-end tax returns. We do not recommend this package for all clients. 

If you can say YES to one of the following, you may want to consider the one time “Back Work Package”

• Small Business owner that has not completed any bookkeeping throughout the year
• Small Business owner that needs to catch up on more than 6 months of bookkeeping
• New Business that has started in the last year

After-the-Fact bookkeeping is simple with Life Plan Business Solutions!  Either monthly or quarterly, simply provide us copies of your check stubs or bank statements and we’ll do the rest!  In return, you’ll receive:

• Bank Reconciliation
• Unlimited calls to our staff to answer your questions
• Sales tax forms prepared (as needed)
• Payroll tax forms prepared (as needed)
• Workers compensation reports prepared (as needed)
• Quarterly meetings to discuss your needs and review your financial statements