Accurate Books. Smart Taxes. Better Business.
Let us handle the numbers while you focus on growing your business.
🖥️ Accounting Setup – QuickBooks or other software tailored for your industry and needs.
📊 Bookkeeping – Organized, accurate financial records.
📝 Tax Preparation– Maximize deductions & stay compliant.
💼 Personal Finance Setup – Not a business owner? No problem. We’ll help you securely set up Quicken or similar software at your home so you can manage your money with confidence.
Let us handle the numbers while you focus on building your business.
đź“ž Call or text 626-385-7643 for a free consultation today!
PERSONAL FINANCE SETUP – GET ORGANIZED, STAY IN CONTROL
Not a business owner? No problem. If you’re an individual looking to take charge of your personal finances, we can help. For just $225, we’ll come to your home and set up Quicken or another personal finance platform to help you track your spending, plan your budget, and feel confident about your money.
What’s Included:
âś… In-home setup of Quicken or other preferred software
âś… Secure account connections (bank, credit cards, loans, etc.)
âś… Custom categories and budgeting setup
âś… Overview of how to use the software going forward
âś… Optional follow-up support available
Whether you’re planning for retirement, trying to get a better handle on your spending, or just want everything in one place—this service is designed to make personal finance easy and secure.
📍 Local Service – We come to you (travel within 20 miles included)
💳 Flat Fee: $225 – One-time setup, no ongoing commitment
đź“ž Ready to get started? Call or text 626-385-7643 to book your setup session.
TAX PREPARATION MADE EASY
Tax season doesn’t have to be stressful. At Jeffrey Plante Bookkeeping and Tax Service, we make filing your taxes simple and hassle-free—whether you’re an individual or a small business owner with a more complex return.
Why Choose Us?
✅ Expert Tax Preparation – From straightforward returns to detailed deductions and reporting, we ensure accuracy and compliance.
✅ Small Business & Self-Employed Focus – We specialize in helping self-employed professionals and small business owners uncover every deduction and maximize savings.
✅ Year-Round Support – Tax planning isn’t just for April! We provide guidance to help you stay ahead of tax obligations all year long.
✅ Stress-Free Experience – We handle the complexities so you can focus on what you do best.
đź“ž Get started today! Let us take the stress out of tax season.
Starting at $150
ACCOUNTING SETUP & TRANSACTION CATEGORIZATION
Get Your Books in Order—The Right Way from the Start
Setting up your accounting system properly is essential for accurate financial records, but it can feel overwhelming. That’s where we come in. Whether you’re using QuickBooks, Xero, Wave, or another platform, we’ll handle the entire setup process, customize it to fit your business needs, and ensure everything is properly categorized so you can stay organized and make informed financial decisions.
What’s Included:
✅ Accounting Software Setup & Customization – QuickBooks, Xero, Wave, Excel or the platform of your choice, tailored specifically for your business.
✅ Chart of Accounts Configuration – Properly set up to track income, expenses, assets, and liabilities.
✅ Historical Transaction Categorization – Ensure past financial data is accurately classified.
✅ Training & Guidance – Learn how to correctly categorize future transactions for ongoing accuracy.
✅ Maximizing Deductions – Discover how to structure your books for better tax savings and financial clarity.
Whether you’re setting up your system for the first time or need help organizing existing records, we’ll make sure everything is structured correctly from day one—saving you time, money, and frustration.
📞 Starting at $300—Contact us today to get started!
FULL CYCLE BOOKKEEPING
Stay in control of your finances with our comprehensive bookkeeping services. We handle everything from daily transactions to monthly financial reports—so you always have a clear picture of your business’s financial health.
What We Offer:
✅ Accurate & Up-to-Date Books – We record daily transactions, reconcile accounts, and ensure accuracy.
✅ Income & Expense Tracking – Stay on top of cash flow with organized financial records.
✅ Accounts Payable & Receivable Management – Never miss a bill or payment again.
✅ Monthly Financial Reports – Gain insights to make informed business decisions.
✅ Customized Solutions – Services tailored to your business’s unique needs.
📊 Starting at $300/month – Let us handle the numbers so you can focus on growing your business
INVENTORY MANAGEMENT
Take Control of Your Inventory—Boost Profitability & Cash Flow
Is your inventory causing you stress? Inventory is the lifeblood of your business, directly affecting cash flow, profitability, and efficiency. Whether you manage retail stock, raw materials, or finished goods, having a reliable system is essential.
How We Help:
✅ Accurate Inventory Tracking – Reduce waste, prevent stockouts, and keep records precise.
✅ Streamlined Processes – Implement efficient systems to save time and money.
✅ Stronger Inventory Controls – Minimize errors and improve cash flow management.
✅ Tailored Solutions – No need for a full-time accountant—our strategies are designed for small businesses.
Transform your inventory from a headache into a powerful tool for growth with expert guidance and smarter solutions.
📞 Every business is unique—contact us for pricing!
PAYROLL SERVICES
Accurate, On-Time Payroll—Without the Hassle
Managing payroll can be time-consuming and complex. Let us handle the details so you can focus on running your business with confidence.
Our Payroll Services Include:
✅ Payroll Processing – Ensure employees and contractors are paid accurately and on time.
✅ Payroll Tax Compliance – Stay compliant with federal and state payroll tax regulations.
✅ Payroll Reporting – Receive clear, detailed reports to track labor costs and deductions.
✅ Direct Deposit & Tax Filings – Simplify payments and avoid penalties with timely tax submissions.
We take the stress out of payroll so you can save time, stay compliant, and focus on growing your business.
đź“ž Contact us today to get started!
Please contact us for pricing.
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Our Commitment to Innovation and Excellence!
At Jeffrey Plante Bookkeeping, we leverage the latest technology, including AI-driven tools, to provide our clients with unparalleled service. By integrating cutting-edge solutions into our processes, we streamline bookkeeping, enhance accuracy, and uncover valuable insights for your business. Whether it’s automating data entry, forecasting trends, or identifying overlooked deductions, our use of technology ensures you stay ahead in a rapidly evolving financial landscape. We’re committed to combining innovative tech with personalized expertise to help you succeed.
Quickbooks Certified ProAdvisor Gold – CA CTEC Registered Tax Preparer – IRS AFSP – Record of Completion
Basic Tax returns include electronically filing federal 1040 and state returns. Schedule C, extra forms and other business returns are extra. Please contact me for pricing.