It never fails. You tell your clients all year long. You warn them. You politely remind them. You may even scold them for their own good. But then tax time rolls around, you’re scrambling to fit everything in, and you STILL have the clients who bring you a shoebox of receipts and records.

Or a grocery bag.

Or the filthy, rubber-banded accordion folder that looks like it should have been retired in 1979.

You want to fire them. You probably SHOULD fire them. But you’re in business to help people, and they’ve been clients for a long time… So you dig deep, you find the time, and you get those receipts categorized and tallied and prepare the tax return. You add a nice hefty chunk to the bill hoping that will help them remember next year, but then again… it didn’t this time, did it?

Wouldn’t it be nice to find a solution to the shoebox?

If you’ve read this far, chances are something very similar has happened to you. It’s one of the most frustrating things about tax season and working with small businesses especially.

My name is Jenifer Klaus, and I was an Enrolled Agent and tax preparer for over 15 years. I know the feeling of sitting at my desk, drowning in paperwork only to have those “shoebox” clients pop in on April 7th and hand you the entire year’s worth of bookkeeping work to do before you can prepare their tax return.

I retired from doing tax work because I actually prefer doing bookkeeping, but I know many CPAs, EAs, and Tax Preparers would much rather do taxes than mess around with bookkeeping, especially during tax time.

Does that sound like you?

If you’d like to find a bookkeeper who understands taxes, knows how to integrate bookkeeping with the tax return, and will never become your competitor, you’ve come to the right place! I even let Tax Advisors “white label” my services so that the client thinks you do everything, without you actually HAVING to do everything. You can add whatever fee you want to their bill, and I bill you directly for my services. Your client stays organized, and you get all the credit!

I’ve developed a system for working with small business owners that ensures they actually have their bookkeeping completed each month so there is no backlog. I work directly with you (their Tax Advisor) to make certain you have all the information you need, whenever you want it, and I make sure the client can’t forget to tell you any important detail that affects their taxes (because I tell you myself). I even design their QuickBooks files to create financial statements just the way a tax professional wants them… because I was one.

If you want to help your clients get organized and get off the shoebox bookkeeping system while also streamlining your next tax season, give me a call today.

If you’d like me to send you some additional information, just put your name and email in the box below and hit “submit”.

I wish you a good day, and a stress-less tax season!

-Jenifer