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Your Path to Financial Freedom: Time & Tax Savings Ahead!

Tailored Advisory Accounting & Tax Services for Service -Industry Businesses

Ready to Unlock Your Financial Freedom & Keep More of Your Hard-Earned Money

Expert Advisory Bookkeeping, Accounting, and Tax Planning Services for Home Service Professionals & Child Care Providers

At Nu-IDee, we are your dedicated partner on the journey to your financial prosperity. We specialize in enhancing financial management for businesses in the Home Service industry (HVAC, plumbing, electricians, etc.) and Child Care Providers. As QuickBooks Advanced ProAdvisor’s and IRS Enrolled Agents, we offer more than just bookkeeping and tax preparation. We are your strategy allies, who will guide you through your unique financial landscape according to your service-industry business.

Embrace Financial Freedom with Industry-Specific Expertise

  • Are you ready to protect your profit? We want to help you safeguard your earnings.
  • Tired of paying excessive taxes? We’ll optimize your tax strategy.
  • Ready to scale up your business from 6 to 7 figures? We’ll plan your growth.
  • Take control of your tax bill with precise quarterly tax forecasts.
  • Receive personalized advisory services for compliance and financial well-being.
  • Say goodbye to waiting for financial reports weeks or months after the fact. With our real-time CEO reports, you can monitor your unique key metrics and gain insights into the unique financial health of your business instantly, empowering you to make informed decisions in real-time.

It’s time for a customized Industry-Specific financial system that reduces taxes and propels your business to the next level.

How it works

Customized Financial Strategies for Service-Industry Entrepreneurs

Your commitment to delivering exceptional services deserves exceptional financial support. Whether you’re a home service provider or operate a daycare, our team is committed to crafting financial solutions tailored to your industry’s unique needs. Our focus is on maximizing your profitability while minimizing risks, ensuring your continued success in a competitive market.

Step 1: Getting to Know Each Other

Click ‘Get Started’ and complete our Business Assessment Application where we will ask you a few questions to better understand your needs.

What happens after you complete your Business Assessment Application?

Our team will carefully review your responses to determine if our services align with your company’s needs. If there’s a match, a member of our team will contact you to arrange an exclusive VIP meeting.

What Occurs During the VIP Meeting?

The VIP meeting is your chance to discuss your business’s current state, challenges, and objectives. We will conduct a comprehensive 10-point assessment to evaluate the effectiveness of your business’s financial systems and their readiness to support your growth. You’ll be asked to share your QuickBooks Online screen so we can jointly analyze your Balance Sheet & Income Statement. This collaborative approach allows us to offer insights into your current tax liabilities and potential savings. By the end of this meeting, we’ll have enough information to develop a personalized 12-month roadmap tailored to your unique financial needs.

What is the 12-Month Roadmap?

Your personalized 12-month roadmap, tailored to meet your financial needs, is structured in phases:

Phase 1 – Cleanup:
This initial phase involves a one-time service fee to update your financial records, ensuring their accuracy and reliability.

Phase 2 – Immediate Maintenance:
To avoid any additional delays in your financial records, we act quickly. Along with Phase 1, we initiate Phase 2, which includes weekly payments for regular upkeep of your financial records. Our goal is to halt the backlog and bridge the gap to arrive at up-to-date data as soon as possible.

Phase 3 – Scaling up Your Business:
With up-to-date financial insights in hand, you’re now set to scale up your business. Based on the goals discussed in our VIP meeting, you can choose to continue with our standard Maintenance Option or opt for our Proactive Forecasts Plan for a more detailed growth strategy. Additionally, we offer the option to include our Tax Planning service in your weekly service package.

Discover if you qualify for Industry-Specific Financial Solutions

FAQ’S

Q | What are the Costs of Your Services?

Our service costs are tailored to the unique stage and requirements of each business. We recognize that every business has diverse financial needs, and our pricing reflects this. Our approach involves offering pricing option to match the complexity and scope of services your business needs, ranging from basic financial management to comprehensive strategic financial planning.

To ensure that our pricing aligns precisely with your specific needs and the value we offer, we conduct a detailed evaluation during the VIP meeting. At the conclusion of this meeting, we will provide you with a personalized price quote. This approach ensures that you receive a clear and accurate understanding of the costs associated with the services best suited for your business.

Q | Why choose Nu-IDee?

Our state-of-the-art client portal ensures efficient and secure management of your financial data. We’re committed to empowering your business with forward-thinking, custom financial strategies, enabling you to grow your business while retaining more profits.

Our expertise extends beyond general financial management. As IRS Enrolled Agents specialized in taxes and experts in QuickBooks Online, we possess the knowledge needed to navigate the financial intricacies of Home Service professionals and Daycare providers. Rest assured, all our Client Specialists are based in the US, ensuring the utmost security of all your information and data.

Q | Why should you act now?

Due to our dedicated client-focused approach, we have very limited spots available each year. In fast-moving industries, prompt financial planning is essential. Secure your spot with us now to begin enhancing your financial stability and strategically plan your taxes.

Q | What makes you different than traditional tax & accounting firms?

Traditional tax firms focus on historic work – they simply report to the IRS or state what has already happened in the past. We also handle your historic filing, but we focus our work on helping you achieve better results in the future. Because of this, we can help our clients pay the least amount of tax possible and make more progress toward their goals.

Why Should We Work Together?

Client Success Stories

H. J B, CEO

“Where do I began…I remember starting with this amazing group back in late December after being with my previous accountant for 4 years. One of the first things they said to me was don’t worry we will help you get back control over your business. That comment floored me because I thought I was in control but I wasn’t. Fast forward 5 months I feel like a different person in my business. I have gained to much knowledge and understanding of how things are suppose to work to make my business survive for years to come. This group of women are phenomenal and I feel that they actually care about my business succeeding and they love what they do which is very important. They make sure that I am knowledgeable of what they are doing and what is happening step by step. They saved my business!”

Taylor

“Viviana is a true professional, she is easy to work with and worth every penny! You can tell she really cares about her clients and she wants to do the best job she can for them.”

Kolson

“Viviana is detail-oriented and will get the job done correctly for her clients. I would highly recommend her services to any business owner.”

Mrs. Lourdoy

“I would definitely recommend this company. Viviana really helped me to organize my personal finances. She took the time to hear me out then studied my situation and established a system that works for me.”

Elizabeth

“Thanks to Viviana’s patience and diligence we were able to organize our records in QuickBooks and were able to complete the taxes on time. Her process from beginning to finish was clear and easy to follow.”

Laura

“Vivi is great! Made filing my return super easy. Everyone was done virtually, in a couple steps and a few emails she had filled out my return. We had a quick zoom call to verify it all and got my return in days. Replies fast and answers any questions you have!”

Sandibel

“Viviana and Carol are the best to work with! I have a very small business and Viviana is super organized and informative when it comes to our meetings and she is very understanding of the nature of my business so I feel very heard and informed. Five stars!”

Caleb. O, CEO

These guys are the best! I own an air conditioning company and over the last two months, they have helped me clean up my books for the whole year, organize all of my quickbook accounts, and helped me with tax planning! I have never been more confident in a company’s ability to help me with anything, let alone, trusting someone to handle something as important as bookkeeping and tax planning.

Everything has been very well organized and efficient throughout the cleanup process. Along the way, they send weekly update videos to show the progress (something that is very helpful and valuable to me).

I am very happy that I chose Nu-IDee, and will continue to use them with ANY business that I start.

(239)205-2332

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