We are thrilled to introduce Simple Keeping, your go-to firm for comprehensive consulting services tailored to elevate your experience with Orchid POS and QuickBooks. Simple Keeping offers an array of invaluable services aimed at streamlining your business operations and ensuring financial efficiency. Here’s a snapshot of services that they provide:

Bookkeeping & accounting services

Manage daily transactions
Reconciliations: Bank, credit card, and loan reconciliations.
Monthly financial reporting: Including personal financial statements.
Year End Prep: Closing Books, preparing and filing tax returns.
Tax Planning: Individualized tax planning for your business.

Accounting Software Solutions and Migrations

Accounting Software: Setup, clean up, and customizations.
Migrations: To and from QuickBooks and Zoho Finance Plus.
Software Solutions: Not a one size fits all approach.
Software Integrations: Integrations with your favorite applications.

Management

Payroll: Management of payroll and taxes.
HR Benefit Management: Group Benefits & 401K.
Payables & Receivables: Management of supplier and customer invoices.

Financial Services- 21st Century Financial

Business Services: Succession planning, business valuations, commercial business insurances, deferred compensation planning, restricted property trust solutions, capital gains tax services and deferred sales trusts.
Individual Services: Estate, asset protection, and retirement planning. Wealth & money management. Individual Health and property & casualty insurance.

Notary Public Servies

In person traditional notarial act: Acknowledgement, Verbal Oath/ Affirmation and Jurats.
In-person electronic notarization (IPEN)

Simple Keeping specializes in providing personalized, efficient, and effective solutions to meet your Orchid POS and QuickBooks needs. Reach out today to explore how they can optimize your business operations at simplekeepers.com/contact.