Our Services - Prepped Books

At Prepped Books, we offer three comprehensive bookkeeping plans designed to meet the diverse needs of businesses at every stage of growth.

Each plan is crafted to provide professional bookkeeping management, allowing you to focus on what you do best – running your business.

If you find that your needs fall outside of these plans, please don’t hesitate to contact us. We’re happy to discuss custom solutions that perfectly fit your unique business requirements.

For tax support or additional services, please refer to the information below.

prepped essentials

Perfect for businesses looking for essential bookkeeping support

Dedicated Bookkeeping Manager
Unlimited Email, Text, & Phone Support
Access to Secure Client Portal
Monthly Financial Dashboard Updating
Monthly Bookkeeping & Account Reconciliation
Monthly Reporting in QuickBooks Online & Keeper
Monthly Check-in call with Bookkeeping Manager (starting at 15 minutes, with extended time available to fully address your needs)
Annual financial video review of the prior year
Annual financial review meeting

prepped advantage

Ideal for growing businesses needing comprehensive bookkeeping support

Dedicated Advisor
Unlimited Email, Text, & Phone Support
Access to Secure Client Portal
Software Integration Support
Receipt Management via Client Portal
Monthly Financial Dashboard Updating
Monthly Bookkeeping & Account Reconciliation
Monthly Reporting in QuickBooks Online & Keeper
Monthly client advisory & financial review meetings with Advisor (starting at 45 minutes, with extended time available to fully address your needs)
Quarterly financial recap video reviews

prepped premium

Designed for businesses in search of advanced support and advisory

Dedicated Advisor
Unlimited Email, Text, & Phone Support
Access to Secure Client Portal
Software Integration Support
Receipt Management via Client Portal
Weekly Bookkeeping & Account Reconciliation
Weekly Financial Dashboard Updating
Weekly & Monthly Reporting in QuickBooks Online & Keeper
Monthly & Quarterly financial recap video reviews
Bi-monthly client advisory & financial review meetings with Advisor (starting at 45 minutes, with extended time available to fully address your needs)

additional services

Tailor your monthly plan with these additional options:

Project Profitability Reporting: Gain precise insights into project profitability with our detailed job costing service.
On-Demand Advisory Services: Access financial guidance whenever you need it most.
Accounts Receivable Support: Streamline your accounts receivable process for improved cash flow.
Accounts Payable Support: Optimize your accounts payable to maintain strong vendor relationships.
Payroll Support: Simplify your payroll process with our reliable assistance using Gusto.
Sales Tax Reporting Support: Stay compliant with our support in managing and filing your sales tax reports accurately and on time

Tax Support

Our tax services are designed to help you manage your tax obligations effectively, from routine filings to more complex tax planning and representation needs:

1099 Setup & Preparation: Preparation of 1099 forms for persons and/or businesses who provided a service to your company and meet the criteria for receiving one.
Tax Preparation: Preparation and filing of your business and/or individual tax returns.
Tax Planning: Strategic advice to reduce your overall tax liability.
Tax Representation: Professional representation by an enrolled agent before the IRS on your behalf.

Frequently Asked Questions

How does virtual bookkeeping work?

Thanks to advances in technology and cloud services, remote bookkeeping has been available as an alternative to in-office bookkeeping for many years.

Many business owners are starting to prefer the option to outsource their bookkeeping because it is less of an expense to do so.

And with the use of video conferencing apps, email, and the phone, communication is never an issue.

What are the technology requirements?

As long as you are a QuickBooks Online account holder or willing to move onto QuickBooks Online, you are a good candidate for virtual bookkeeping services.

What does the free consultation involve?

If you have a few questions or you’re ready to find a new bookkeeping solution, Prepped Books is always happy to offer a free consultation.

Upon scheduling a consultation, you’ll receive a form to provide additional information about your business and the services that you’re looking for.

During our chat, you’ll get a chance to ask us any questions or share any pain points that you currently have with your bookkeeping.

We’ll also explain the process of reviewing your books during the consultation.

What is the difference between a bookkeeper and an accountant?

As a result of technology, the roles of a bookkeeper and an accountant now overlap.

In the past, bookkeepers primarily focused on entering data into a record-keeping system.

Now, bookkeepers spend more time advising and analyzing financial statements and accountants typically take care of tasks that are regulated by governing entities, such as audits.

Here at Prepped Books, we can oversee the fine details of your daily business operations, and we will work with your accountant to ensure that you are compliant, that your financials are always up-to-date, and to make sure that you as the business owner are well-informed of all of the financial aspects of your business.

Do you offer tax preparation services?

Our tax preparation services at Prepped Books are comprehensive and personalized to ensure that your taxes are filed accurately and on time.

We take the time to understand your unique tax situation and identify opportunities to maximize your deductions and credits.

In addition, we provide help for non-filers and can represent you in the event of an audit or other tax-related issue with the IRS. With our representation and guidance, you can navigate your particular tax situation with confidence, knowing that your rights are protected and that you’ll receive the best possible outcome.