Service 04
Bookkeeping That Keeps Your Clients' Books Current
Bookkeeping is where client relationships quietly break. A month slips, then a quarter, and what should have been a straightforward return becomes a clean-up project billed at the wrong rate. TaxElixir takes the recurring transaction work off your team so the books stay current, the close is predictable, and tax season starts from reconciled records rather than a reconstruction exercise.
Scope of Work
What bookkeeping covers
Taken directly from our service schedule. If something you need is not listed, ask. The list describes our standard scope, not its limits.
Bookkeeping Services
- Everyday Bookkeeping
- Complete Accounts Payable Management
- Adequate Accounts Receivable Management
- Bank and Credit Card Reconciliation
- Refined Management of Cash Flow
- Financial Reporting and Analysis
Delivered on whatever cadence your clients need (weekly, monthly, quarterly or annually) inside the software your firm already uses.
Staff This Work
Prefer a dedicated person to a project engagement?
The same work, delivered by a named individual who becomes part of your team rather than a batch you send out.
How We Work
Five steps to steady state
Nothing moves until the scope is agreed upon in writing. Nothing scales until you have reviewed a pilot batch.
- 01
Discovery Call
We learn your workflow, your standards and whether this is a fit.
- 02
Scope & Engagement Letter
Services, volumes, turnaround and terms agreed upon before data moves.
- 03
Secure Access Setup
Access provisioned under your controls. Least privilege, always.
- 04
Ongoing Communication
Regular check-ins, status updates and a clear escalation path from day one.
- 05
Steady-State Delivery
Set cadence, named contact, tracked turnaround, self-review built in.