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Monthly Bookkeeping & Clarity System
Clean books every month, built around a system that shows you exactly where your money is going.
You know what it costs to run the business, what to reinvest, and what you actually keep. Everything is organized, clear, and broken down in a way you can actually use.
Everything is reviewed before it reaches you.
What’s Included
Monthly Categorization & Reconciliation — Every transaction categorized and reconciled each month. Records stay current, accurate, and ready when needed.
Clear Monthly Reporting — A simple breakdown of where the business stands every month. Profit, expenses, and cash flow explained in plain language, not accounting jargon.
Tax-Ready Books — Books are kept clean throughout the year so there is nothing to catch up on when it is time to file. No scrambling, no surprises.
✦ Key Deliverable — The Clarity Report
Every month, you get a one-page Clarity Report that shows where your money went, what is owed in taxes, and what to do next.
One page. Plain language. No confusion.
Client Portal
Everything in One Secure Place
Share documents, stay organized, and communicate securely, all through the BuximoTax client portal on Encyro. No login hassles, no chasing emails. Just a clean, secure space to keep everything moving.
Tax Preparation (Personal & Business)
Personal and business taxes handled clearly and correctly.
Your numbers are already organized, so nothing feels rushed or unclear when it is time to file. You know what to expect before anything is submitted.
No scrambling. No confusion. Just a process that keeps everything clear from start to finish.
What’s Included
Personal Returns — W-2, 1099, freelance, and self-employment filings handled clearly and completely. Every deduction reviewed so nothing is left on the table.
Business Returns — Schedule C, S-Corp, partnerships, and multi-state filings prepared accurately. The books are already clean, so the filing process is straightforward from start to finish.
Year-Round Tax Clarity — Numbers are tracked throughout the year so there are no surprises and no last-minute scrambling when it is time to file.
Financial Clarity & Ongoing Support
This is where questions get answered and decisions get made.
From 1099s and business setup to understanding your numbers and planning your next move, you have support when it actually matters.
Decisions are made with clarity, not guesswork.
What’s Included
Business Setup & Entity Support — Guidance on entity selection, EIN setup, and getting the financial foundation right from day one.
1099 & Contractor Filing — Contractor payments tracked and reported correctly. No missed filings, no penalties, no confusion about who gets what form.
Ongoing Advisory Support — Questions come up throughout the year. Whether it is understanding a financial statement, planning a next move, or working through a decision — the support is there when it is needed.
