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How it Works

Streamlined Accounting and Tax Process

At OpenBook Accounting LLP, we believe in simplifying your financial journey with a clear and efficient process. Our accounting and tax process is designed to empower your business with transparency, experience, and seamless communication.

1. You drop off your records

Start by selecting your record submission method: drop off your financial documents in person (bank and credit card statements, receipts, invoices, etc.) or securely submit them online.

2. We Record Entries in Our Software

Our team records each financial transaction accurately into our advanced accounting software. This step establishes the foundation for your financial reports and insights.

3. We Code Recurring Entries

We identify recurring transactions and efficiently code them for accuracy and consistency. This streamlines the process and ensures essential entries are accurately recorded.

4. You Clarify the Rest

 For transactions that require additional clarification, we reach out to you and provide a list in Excel. This collaborative step ensures accuracy and categorization for each entry.

5. We Prepare Financials, GST, and Tax Returns

With organized data, we prepare your balance sheet, income statement, and ensure accurate GST and tax returns for complete financial compliance and clarity.

6. Meet to Discuss the Results

After preparing your financial statements and tax returns, we schedule a consultation to review the results, discuss your financial performance, answer questions, and refine your financial strategy.

The Benefits of Our Process

Simplicity

Our transparent process ensures understanding at every stage, providing you with confidence in your financial management.

Affordability

Prioritizing essential services means we offer cost-effective solutions catering to businesses of all sizes.

Knowledgeable Guidance

Our experienced professionals guide you through each step, addressing your questions and providing valuable, tailored insights.

Tailored Solutions

Every stage of our process is meticulously tailored to your business's specific needs and objectives, guaranteeing a personalized experience.

Ready to Experience Financial Clarity?

Our process is your roadmap to achieving financial organization and success. Whether you’re a small business establishing a solid foundation or a growing enterprise seeking streamlined financial management, OpenBook Accounting LLP is your trusted partner in navigating the complexities of accounting and taxation.

Schedule a Free 30 Minute Consultation

Book a consultation today to explore your needs, discover our services, and begin a collaborative journey towards simplified, effective financial management, unlocking your business’s full growth potential.
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testimonials

Clients Love Us

Scott and the team at OpenBook Accounting have been awesome to work with. They’ve prepared year-end financial statements, payroll, bookkeeping, and taxes for my small business and have been incredibly helpful and organized throughout the entire process.

- Eric R.

Absolutely love working with them, everyone is super knowledgeable! We always have such a smooth experience near tax time.

- Doug G.

Scott was a great source of information during the start-up of my new business.  He was excellent at helping me get my bookkeeping and taxes up to date.

- Larissa L.

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Email

[email protected]

Phone

780-554-2611

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