Upgrade Your Financial Stack:
Tax Management

Save time maximizing your return,
taking the right deductions and preparing tax documents with Intelli Bookkeeping.


SPEAK WITH AN EXPERT
 

Intelli Bookkeeping Is The Answer


Our Bookkeeping & Tax Management Services Are...

Scalable


At Intelli Bookkeeping, we know your startup is one-of-a-kind and that one size definitely doesn’t fit all. You need a bookkeeping team who can work with you and seamlessly transition reports for tax preparation. You need a team that knows your business inside and out-- especially if it’s scaling quickly.

Available


Will your bookkeeping team be there to answer your questions or take your calls-- even during their busy season? If you work with Intelli Bookkeeping, they will. Our small business bookkeeping and tax management services include access to our team by phone and email. Our tax management services even include monthly (or weekly) meetings to review data and answer your toughest questions.

Affordable


Few startups require a full-time in-house bookkeeper and tax accountant. But tax management service is essential for any size business. The bottom line: You need a trusted bookkeeper and tax adviser. And with bookkeeping and tax plans starting at a fraction of the cost of the accountants of yore, Intelli Bookkeeping is the answer.

Secure


When you work with Intelli Bookkeeping, your tax data is stored securely in the cloud. You’ll never worry about who has access to your data, passwords, filing cabinets, bank accounts or paperwork. We follow security best practices, keeping all of your data safe. Contact us today for bookkeeping and tax management services..
Our Bookkeeping & Tax Management Services Integrate Seamlessly With...
And Many More Apps & Tools!
 

Bookkeeping & Tax Management Has Never Been Easier



When you work with Intelli Bookkeeping, we’ll help you with everything:


  • Setting up and configuring your accounts
  • Managing your ongoing bookkeeping and accounting needs
  • Helping you prepare and file your state and federal taxes-- an optional add-on service

 
Here's how it works:

Integrating With Payroll & Other Software

The less you have to manage the better! That’s why we’ll integrate your Xero or QuickBooks Online account with the software you need to run your business.

Connecting More of Your Favorite Business Apps

A growing number of custom integrations allow Xero or QuickBooks Online to connect directly with Gusto, Bill.com, Expensify and many other applications.

Importing Data From Your Bank

Your bookkeeping team will import transaction information from your bank in real time with no delays. And it’s completely automated!

Communicating With Your Expert Team

Need help? Our Xero and QuickBooks Online experts will create reports, analyze data, and meet with you to answer all of your questions.
  • "My company has been working with Intelli Bookkeeping since Nov '15 and they've been absolutely fantastic for us.  We're a high growth startup with some complex accounting needs and Slava and his team have been more than up to the challenge.  They use all the modern software tools, are super detail oriented, very responsive to your needs, and are cost-effective to boot.  Couldn't recommend these guys enough based on our experiences to-date."
  • Alex-Tapper

    "Slava!! You're a rockstar. Seriously, great work. I really appreciate the hard work and precision"

    Alex Tapper
    DesignLive
  • "Intelli Bookkeeping made transitioning my online accounting seamless and easy. The service has been amazing and the founder, Slava, has gone out of his way to make sure my experience is top-notch.  If you need a trusted accounting team on your side, look no further than Intelli Bookkeeping! As a business owner, you can't put a price on peace of mind.  That's what you get with Intelli Bookeeping."

    Mary Hodges Esq.
    STL Startup Lawyer
 

Your Personalized Consultation

Let us know how we can help.
Fill out the form below and we’ll match you with the right services for your business.



 
 

Frequently Asked Questions



 
 
“Can you file my state and federal taxes?”
Yes! When you subscribe to our bookkeeping service, you’ll have the option to add-on our incredibly valuable tax management services. We can prepare and file both state and federal taxes for LLC’s, LLP’s, Sole Proprietorships, S-Corps, and C-Corps. This includes all the federal and state forms plus Delaware franchise tax and 1099 submission.

“Do you offer tax management, prep, and filing as a standalone service?”
Intelli’s tax management services are available only as an optional add-on to bookkeeping services.

“Do I need to file quarterly?”
Call us! We'll review your business and help you make sure your taxes are paid on-time.

“How do I send my bookkeeping team and tax advisors my receipts, expense reports, and other documents?”
You won’t believe how simple this can be! Intelli Bookkeeping uses a document management software called HubDoc. If you’re already a Xero or Quickbooks Online user, it’s really simple to get started using it!

“What about security? Will you have access to all my passwords?”
Privacy and security are very important to us. Transactions from your bank and credit card are downloaded securely without the need to share passwords, usernames, or other personal information. This “read-only” access keeps your tax and bookkeeping data safe and secure. To learn more, refer to our Privacy Policy or give us a call, (617) 580-5426.