Services

It’s This Simple…

Step 1: Setup

Your dedicated New Client Consultant will ensure a smooth transition into our services. We’ll set up your general ledger and integrate all necessary tools and systems—tailored to your business and within our service scope.

Step 2: Bookkeeping

Keeping your finances organized is key to reducing stress. Our expert bookkeeping team—skilled in industry-specific and franchise-based needs—will manage your general ledger each month so you can stay focused on running your business.

Step 3: Review Your Financial Reports

Each month, you’ll receive clear, timely financial reports that give you insight into your business performance. With consistently updated and accurate books, tax season becomes much easier.

Step 4: Communication

Easily connect with your bookkeeping team through our Insights portal. You can also schedule calls with your dedicated Success Associate anytime using Calendly for on-demand support.

Step 5: Tax Planning

(If using our Seamless Tax Filing Partnership)
Work directly with your assigned Ledgers tax provider to review your current tax position and make informed decisions for the year ahead.

Step 6: Tax Filing

We’ll alert you when additional tax documents are needed. Then, let BKIFY and Ledgers handle the rest—review and approve your return, and you're all set to file.

  • Bookkeeping / Accounting

    BKIFY simplifies finances and delivers accurate, reliable, on-time statements.

  • Book Cleanup Services

    BKIFY corrects errors, reconciles accounts, and organizes audit-ready books.

  • Analytics Dashboard

    BKIFY delivers real-time reports with clear, actionable business insights.

  • Bill Payments & Entries

    BKIFY manages payables and ensures accurate, on-time vendor payments.

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Why Small Businesses Trust BKIFY

  • ★★★★★

    Stress-Free Financial Management

    BKIFY has completely changed the way I manage my business. Their expert team handles everything with care and precision giving me back time to focus on growth.

    Amanda C.

  • ★★★★★

    Peace of Mind Guaranteed

    I used to stay up at night worrying about finances—now with BKIFY, I sleep peacefully knowing everything is in great hands. They’ve been worth every penny!

    Jason M.

  • ★★★★★

    Global Support You Trust

    As a founder overseas, I needed a partner I could trust. BKIFY has delivered flawless support and reliable updates, no matter the time zone.

    David B.

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