We are a team of dedicated bookkeeping professionals, committed to helping non profit organizations and for profit businesses:
✅ Increase Efficiency & Profitability
✅ Decrease Operating Costs & Tax Burdens
✅ Execute Sound Decisions with Insight & Direction
✅ Access Our Business Resources & Tools
✅ Leverage OUR Business Network & Connections
with our IDEAL bookkeeping services.
For Your Business' Bookkeeping Needs
We do not simply record your numbers & transactions into your books for your business.
We also help you understand the meaning & stories the numbers are telling us.
So that you can gain deeper insight into your business to help your make smart & sound business decisions.
Which direction is your business heading?
Up? Down? Sideways?
We will analyze the trend of your numbers & help you understand the direction your business is heading.
So that you can course correct & make adjustments in a timely manner to avoid potential pitfalls & devastating mistakes.
Besides recording the "WHAT" in your business income and expenses, we also offer education to our clients to help you understand the "HOW" & "WHY" behind your numbers.
So that you can make the right decisions to improve your efficiency in your business operation & increase profitability.
We are a bunch of perfectionists who will literally lose sleep if we do not have every penny counted for in your books.
So that you can rely on the accurate data to make sure that you are making the best decisions to maximize your business potential.
Entrepreneurship can be a lonely journey.
When you become our client, you get to leverage the business resources and network we have built over the years.
So that you can leverage our resources, expertise and connections to expand & scale your business to the next level.
I got soooo much value out of my consultation.
Now I have a much clearer understanding of my numbers.
And more importantly, I know what to do to improve my business!
Thank you for all of your great ideas and feedback, Xiyue!
I am so glad that you are taking such great care of my bookkeeping, so that I do not have to worry about it.
I am an artist, so I will be the first to admit that numbers are not my best friends...
Actually, thinking about organizing the numbers terrifies me!
And I used to literally lose sleep over it and dread before tax season every year...
Xiyue is so good with what she does. No only did you keep my numbers organized for me, she has the super power to explain them in a way that it makes it easy for me to grasp.
As a real estate investor, I am always busy looking for more deals, closing deals, managing tenants & repairs...
So it has been a challenge for me to keep all of the numbers for different LLC's and real estate projects.
In the past, I have wasted so much time trying to catch up my books before tax time that I had to stop getting more deals for a month or two...
I wish I had found Xiyue sooner that I would have closed way more deals!
These are the questions that we get asked a lot by
non profit organizations & for profit business owners.
Do you offer bookkeeping services for my type of business?
We offer bookkeeping services to various types of businesses:
Online Businesses
Local Businesses
Solopreneurs
Mom-n-pop Shops
Not for profit organizations (charities & churches)
For profit businesses
Real Estate Investors
Real Estate Agents
Airbnb Operators
Insurance Brokers
Insurance Agents
Retail Stores
Restaurants
Coaches
Consultants
Marketing agencies
Dental & Medical Practices
Law Firms
Educational Facilities (private schools, daycare centers, afterschool care, tutoring agencies, etc.)
We offer bookkeeping services & consultation in any city in ALL 50 states in the United States.
Yes, of course. We do offer clean-up services to help you get all of your books in order!
We can help with payroll tax reporting and recording.
And we can help set up sales tax collection if necessary.
We do not offer annual tax return filing. However, if you need a CPA or accounting firm, we will be happy to refer you to one of our trusted partners in our network.
Nope. We work with startup as well. If you have a business idea or if you are trying to start a side hustle, we will be happy to have a conversation with you to help you gain some insight and direction to help you launch your business faster with less risks.
Can you take over my bookkeeping needs if I want to switch from my existing bookkeeper?
If you are not satisfied with your current bookkeeper for whatever reason, we will be happy to offer you a FREE consultation to see whether switching to us will make the most sense for you & your business. If so, we will be happy to take care of your bookkeeping needs going forward. The switch from your existing bookkeeper to us is very simple and we will make it seamless for you. So it will not impact your business operation at all.
In addition to keeping your books organized and recorded accurately for your businesses, we offer insight, direction and education to our clients to help them make the best decisions for their businesses.
Our founders have owned and operated several businesses online & offline themselves.
Xiyue has worked as a language interpreter for almost 14 years, and has vast knowledge and deep understanding about various industries.
This Site Is Designed & Managed by IDEAL Legacy Media
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