AVOID THE BOOKKEEPING STRESS AND LOOK FOWARD TO PLANNING YOUR BUSINESS’S FUTURE, REMEMBER YOUR FINANCES ARE MORE THAN NUMBERS ON A SPREADSHEET

Your numbers tell a story that keeps your business alive

Unlock Financial Clarity! Streamline your business and save time with our expert services. Let us handle the numbers, so you can focus on what you do best. Contact us today for a free consultation and take the first step towards stress-free finances!

Laptop with tax docs on a desk
QUICKBOOKS ONLINE CATCH UP/CLEAN-UP

The quickest way to bring your books up to date, regardless of how far behind you are. Let our experts clean up and optimize your messy books ensuring you are maximizing your deductions and correctly report your numbers to Uncle Sam at tax time.

QUICKBOOKS ONLINE CLEAN UP/CATCH UP

Best for: Business owners with outdated or neglected books

Hey, you’re not alone if the thought of reconciling bank transactions is less than thrilling. And don’t worry if your books have been neglected for a bit—it’s not a financial disaster!

Even if you have a bookkeeper, a second expert opinion on the most crucial records in your business can ensure accuracy.

Let’s get your finances up to date, tidy everything up, and prepare you to tackle a new month or file your taxes.

Don’t have your books set up yet? No problem, we’ll take care of that, too.

TAX-SAVVY COMPREHENSIVE BOOKKEEPING

Think of our TAX-SAVVY COMPREHENSIVE BOOKKEEPING as more than just crunching numbers. By letting us manage your books weekly in line with the latest IRS guidelines, you could obtain significant savings compared to hiring an in-house bookkeeper who might only handle the basics. Plus, we constantly aim to maximize your tax deductions by staying current with the latest tax benefits. Isn’t this the time to be proactive with your finances? Let us help you save money and reduce stress.

Beyond ensuring compliance and saving on taxes, our goal is to help your company grow. In our monthly TrendManager report, we include your company’s metrics compared against industry standards. This comparison not only aids in benchmarking performance and setting realistic goals but also enhances your financial management and competitiveness. By receiving this essential information, you can understand your current requirements and long-term goals, maintaining an accurate and dependable financial system.

We love teamwork and innovation! Stay open to new ideas because together, we’ll help your business thrive. If you’re not already using QuickBooks Online, no worries—we’ll get you set up and ensure everything runs smoothly. Communication is key, so we ask that you use our secure portal to keep all your information secure and make our interactions as efficient as possible.

Let us take the stress out of your financial management and help you focus on what you do best—growing your business!

Please Note: Our comprehensive service is designed to enhance and complement your day-to-day operations, not replace them. While we focus on ensuring the health and accuracy of your financial system, please note that direct management of daily tasks like invoice generation, bill payment, or payroll processing isn’t included. Our goal is to support these functions and provide you with accurate, reliable numbers, giving you the peace of mind needed to run your business with confidence.

If your business is small and needs a basic bookkeeping approach, no problem—we’ll take care of that, too.

Getting clarity on your finances seeps into the rest of your business, so let us show you how!

If your business is small and needs a basic bookkeeping approach, no problem—we’ll take care of that, too.

FINANCIAL CONSULTING & ADVISORY

You’re ready to have someone in your corner who will analyze your business’ financial data to align you with your BIG goals. Receive comprehensive strategies and expert advice to boost performance and pinpoint improvement opportunities.

Best for: Business owners ready to implement financial strategy

This highly-customized consulting package is really based on your specific business, your goals, and the struggles you’re looking to break through. There’s no one-size-fits-all when it comes to advisory services, so we’ll tailor it to meet your needs.

Our consulting and advisory packages can include things like:

  • QuickBooks Online training
  • Development of financial processes
  • Budget creation
  • Execute Summary Insights and detail explanation of your company metrics
  • Weekly Metrics Reports
  • Basic Business Tax Plan
  • Offer/Service Evaluation + Profitability Analysis
  • Action plans for reaching big financial goals
  • … and so much more

Binder for tax docs

WHAT ABOUT TAXES?

While Nu-IDee is an approved certified provider to the IRS, we are currently not accepting new tax clients. However, if you wish for Nu-IDee to handle your business taxes, you can request to be placed on the waiting list. In the meantime, we work closely with strategic partners to meet your tax preparation needs. If you have a preferred tax preparer you would like to continue using, you are welcome to do so. We are happy to provide your existing tax preparer with all the necessary information to ensure your business taxes are handled efficiently.

(239)205-2332

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