Tax Preparation Assistance for Busy Entrepreneurs

How much is your time worth?

I am willing to bet you are extremely busy running your businesses day to day. You only have so much time in the day or week between your business and your family. Keeping up with the books oftentimes gets put off to year end.

How much time do you spend getting ready for tax season? And how much is your time worth? Car dealerships charge over $100 per hour for labor. If you have to spend a weekend getting caught up, that is a $1,600 cost to you (16 hours).

To help you, Certus Bookkeeping is pleased to announce a service to help reduce the pain of getting your receipts and invoices gathered and organized so you have expenses ready to pass off to your tax preparer. These packages are established so that a Schedule C tax filer can benefit as well as 1120S/1165 tax filers. Your output can also be set up as an upload to your accounting system to make bank reconciliation tasks much easier and less time consuming.

How Do I Sign up?

Review the packages and choose the one right for you by clicking on the green “Choose Package” button at the bottom of the package description.

  1. This will open a dialog window
  2. Click next.  You must choose a service level to complete your package.
  3. Review the short list of add ons.  If you wish to add one of these, click on the box (please note, if you choose the Premium package, personal pick up is already included, so don’t choose either of these add ons).
  4. Click next and review your package cost.  If you are satisfied with the results, click the Submit button at the lower right.  If not, you may hit the back button to make changes to the package and/or add ons.

Click here to see a quick “How To” video on how to complete the form.

 

 

Receipt and Invoice Scanning – Essential

This is our most popular package for the do-it-yourself business owners who wish to maximize their time.

  • Scanning receipts and invoices into Receipt Bank for processing
  • Output file (Excel .csv format) uncategorized
  • Output fields: vendor name, amount and a field for expense category
  • Receipts and invoice paperwork return
Price from: $79
Choose package

Receipt and Invoice Scanning – Full

This is our most popular package for those business owners who are trying to save time while still doing their tax preparation for themselves.

  • Scanning receipts and invoices into Receipt Bank for processing
  • Output file (Excel .csv format) in the upload layout of your choice (Quickbooks, Xero, other)
  • Output fields: vendor name, amount and a field for expense category
  • Receipt Bank account access (one year subscription)
  • Receipt Bank training videos
  • Receipts and invoices shredded unless requested to have them returned to the client
Price from: $99
Choose package

Receipt and Invoice Scanning – Premium

This package is popular among ambitious business owners who prefer to delegate all bookkeeping tasks so they can focus on their businesses.

  • Scanning receipts and invoices into Receipt Bank for processing
  • Output file (Excel .csv format) in the upload layout of your choice (Quickbooks, Xero, other)
  • Output fields: vendor name, amount and a field for expense category
  • Receipt Bank account access (one year subscription)
  • Receipt Bank training videos
  • Establish vendor/supplier rules inside Receipt Bank
  • Personal contact free pick up of receipts and invoices up to a 15 mile radius
  • Online video conference to review results/Receipt Bank Q & A
  • Receipts and invoices shredded unless requested to have them returned to the client
Price from: $149
Choose package