Focus on your Business Clients Free Time
Let us Handle Your Quickbooks Setup Bookkeeping Monthly Reports
Quickbooks Setup | Training
We build a solid foundation for your finances. Our personalized setup ensures your QuickBooks is customized for your business, with a proper chart of accounts and connected bank feeds, followed by training so you feel confident.
✅ Custom Chart of Accounts
✅ Bank & Payment Feed Integration
✅ One-on-One QuickBooks Training
Ongoing Bookkeeping & Monthly Reconcialtion
This is the heart of clean finances. We meticulously categorize your transactions and perform essential monthly bank and credit card reconciliations. This guarantees your books are 100% accurate and match your actual bank balances, preventing errors and giving you a clear, real-time view of your cash flow.
✅ Monthly Transaction Categorization
✅ Essential Bank & Credit Card Reconciliation
✅ Accurate, Up-to-Date Financial Records
Financial Reporting & Analysis
Move beyond basic data to powerful insights. We provide the reports you need to understand your business performance, from monthly snapshots to comprehensive end-of-year financial reports perfect for planning and tax preparation.
✅ Monthly Profit & Loss (Income Statement)
✅ Balance Sheet Overview
✅ Customized Year-End Financial Reports
Small Business Tax Consulting & Preparation
Be proactive, not reactive, at tax time. Our tax consulting service is designed to minimize your liability and prevent surprises. We specialize in Personal & Schedule C Tax Preparation, ensuring you maximize deductions and stay compliant.
✅ Strategic Tax Planning & Consulting
✅ Personal & Schedule C Tax Return Preparation
✅ Year-Round Tax Strategy Support
The Indy Biz + Brand Financial Clarity Process
Setup: We build your customized QuickBooks system.
Categorize: We accurately code your income and expenses each month.
Reconcile: We meticulously match every transaction to your bank statements.
Report: We deliver clear financial statements to your inbox.
Advise: We provide tax strategies and prepare your year-end filings.
Why Choose Our Financial Services?
All-In-One Solution: Get bookkeeping, reconciliation, reporting, and tax advice from a single, trusted partner.
Tax-Season Ready: Your books will be perfectly reconciled and organized, making tax preparation smooth and efficient.
Save Time & Reduce Stress: Reclaim hours each month and eliminate financial anxiety.
Make Confident Decisions: Understand your profitability and cash flow with clear, expert-prepared reports.
Expertise in Indiana Compliance: We understand the specific needs of Indiana businesses.
Running your business is your passion; managing the books shouldn’t be your headache. Indy Biz + Brand offers a comprehensive financial solution designed for Indiana small businesses. We handle your daily bookkeeping, ensure your accounts are perfectly reconciled, provide clear financial reports, and offer strategic tax guidance. Get back to what you do best, confident that your finances are accurate, organized, and optimized.
After submitting your form, we will contact you to complete your application.
FAQ Section
Q: What is reconciliation, and why is it important?
A: Reconciliation is the critical process of matching the transactions in your accounting software (QuickBooks) with your actual bank and credit card statements. It ensures your books are accurate, catches errors or fraud, and is essential for clean financial reporting and tax filing.
Q: Do you handle my year-end tax filing?
A: Yes! Our tax consulting service includes preparation for Personal and Schedule C tax returns. We use your perfectly maintained books from our bookkeeping service to ensure an accurate and optimized filing.
Q: How do I get my documents to you?
A: We use secure, encrypted client portals for safe document exchange. You can easily upload receipts and statements directly from your phone or computer.
Q: What’s the difference between bookkeeping and tax consulting?
A: Bookkeeping is the ongoing maintenance of your daily financial records. Tax Consulting uses those accurate records to plan for and prepare your tax returns, ensuring you keep more of your hard-earned money. Together, they are a powerful combination for financial health.