Monthly bookkeeping, QuickBooks help and tax preparation
Wellrooted Tax & Bookkeeping provides monthly bookkeeping, QuickBooks setup and tax preparation for small businesses in Coeur d'Alene, Hayden, Post Falls and the surrounding North Idaho area.
I'm Jeff Kanally, a QuickBooks ProAdvisor and PTIN holder. I help business owners organize transactions, reconcile accounts and understand their reports, so the records used for tax preparation are easier to work with.
Transaction categorization, bank and credit card reconciliations, and financial reports. We agree on which accounts are covered and how to handle questions about unfamiliar transactions.
A chart of accounts that fits your business, bank-feed setup, and help learning how to record expenses and read your reports. We can also review an existing QuickBooks setup.
Keep business and personal spending separate and collect the records needed for tax preparation. Bookkeeping supports that work; it does not replace reviewing whether an expense is deductible.
A 12-month plan, billed monthly, combining tax preparation and monthly bookkeeping.
Starting price only; the final quote scales with transaction volume. Before starting, confirm the accounts and tax returns covered, any catch-up work, software subscription costs, and reporting schedule. Payroll, sales tax and 1099 filing should be discussed separately rather than assumed to be included.
Tell me what your business does, which bookkeeping software you use and when the accounts were last reconciled. If you are behind, we first need to understand how much work is involved.
Review the accounts, transaction volume, tax preparation needs and any setup or cleanup work. Confirm the price, responsibilities and reporting schedule before work begins.
Arrange access to the agreed systems and a way to supply statements and receipts. Monthly bookkeeping then follows the agreed scope, with questions resolved using your business records.
Serving Coeur d'Alene, Hayden, Post Falls, Rathdrum, Hayden Lake, Sandpoint and Kootenai County, as well as Spokane and Spokane Valley.
Bookkeeping can be handled remotely. If you prefer to meet locally, ask about arrangements when you book. WSL works with small business owners, freelancers and real estate investors.
Jeff's Idaho and Washington licenses are for real estate. Bookkeeping and tax preparation are separate services; a PTIN is a paid tax preparer identification number, not a CPA or Enrolled Agent designation.
For related questions, see tax preparation and strategy or Idaho and Washington tax considerations.
WSL's monthly bookkeeping covers transaction categorization, account reconciliations and financial reports within the agreed scope. Confirm which bank and credit card accounts are covered, what records you need to provide, and when reports will be available before starting.
The Foundation tax-and-bookkeeping plan starts at $299 per month on a 12-month plan, billed monthly. The final quote scales with transaction volume. Setup, catch-up work, software costs and the exact tax preparation scope should be confirmed in your quote.
Yes. The Foundation plan includes professional tax preparation, monthly bookkeeping, QuickBooks setup and training, a basic tax strategy consultation, and year-round email support. Your quote identifies which tax returns and entities are covered.
Start with a review of the outstanding months, account statements and existing records. The scope and price of any catch-up work need to be established before starting. Do not assume prior months are included in the monthly starting price.
QuickBooks setup and training are included in the Foundation plan. Confirm software subscription charges, which subscription is needed and who owns it as part of your quote.
No. Bookkeeping can be handled remotely for North Idaho and Spokane-area businesses. If you prefer a local meeting, ask about arrangements on the initial call. Do not send tax returns, bank statements or account passwords through ordinary email; arrange document sharing first.
Book a free call with Jeff to discuss your current records, monthly bookkeeping and the right scope for your business.
Book a Free Bookkeeping Call