Flat-rate monthly packages — never hourly — with your books reconciled, reported, and reviewed with you every quarter.
The package Monthly bookkeeping that includes the return Many of our packages include your business tax return, so you don’t pay an additional fee at tax time. See what’s included →Returns prepared and e-filed by the same team that keeps your books — so tax season is a review, not a rescue.
Behind on filing? Non-filed returns & back taxes We catch clients up on years of back taxes — and review IRS notices with you, advising on the best next steps. See how catch-up works →Payroll handled, cash flow visible, controls in place — the layer that turns clean books into decisions.
Our rhythm The Quarterly Review Every quarter we review your financial statements and estimate your taxes together — in the current year, not after it. Sit in on a sample review →Owners wearing many hats, in the trades and professions we know best — served virtually, in all 50 states.
Rated 5.0 on Google. Read what clients say →
We’re a 21st-century bookkeeping and tax firm: monthly books, your business and personal returns, payroll — and a quarterly review where we look at all of it together. 100% virtual, 100% USA-based, serving owners in all 50 states since 2017.
Discovery is booked with a deposit — credited toward your services when you engage. Scope and flat fee in writing before any work starts.
Tax day is April 15 — we plan for it quarterly, not in April.
Advanced QuickBooks Online ProAdvisor
Authorized IRS e-file Provider
Replies within 24 business hours
Serving all 50 states since 2017
Every bookkeeping package includes a quarterly Zoom review: your financial statements, your estimated taxes, and your next moves — decided in the current year, not after it. This is a sample meeting, with sample figures. Join it.
| Income | $48,210 |
| Cost of goods sold | $9,640 |
| Gross profit | $38,570 |
| Operating expenses | $22,300 |
| Net profit | ? ? ?$16,270 |
Unreviewed books leave the only number that matters as a question mark.
Every transaction categorized · accounts reconciled · statements in hand before we meet. Profit, in plain sight.
Adjusted at every quarterly review, so you make better decisions in the current year instead of waiting until April.
What’s coming in and what’s going out, on one screen — the end of finding out from the bank balance.
You leave with a short list — not a lecture — and the next meeting already on the calendar.
Included, not upsold — the quarterly review is part of every bookkeeping package.
Your real numbers — your review runs on your actual books, estimates, and cash flow.
Book a Bookkeeping DiscoveryBookkeeping and taxes under one roof means nothing gets translated, lost, or re-explained at tax time. Packages are flat-rate and quoted in writing — pick a door:
One flat monthly rate by package and volume — never hourly. Transactions categorized, accounts reconciled, financial statements delivered, and a quarterly review meeting to go over them together.
Many bookkeeping packages include your business tax return, so tax time doesn’t bring a second bill. Your proposal spells out exactly what’s included.
Day-to-day accounting for owners wearing many hats — handled virtually and paperlessly by a 100% USA-based team.
Months — or years — behind? We analyze the books, quote the clean-up in writing, and let you spread it over one to three payments.
Form 1040 with Schedules C, E, and D — prepared and e-filed by the same firm that keeps your books. Extensions and amendments, handled.
Partnerships (1065), S corporations (1120S), and corporations (1120). Flat-rate by type and complexity, quoted after a document review.
Cryptocurrency, Bitcoin and Ethereum, altcoins, NFTs, and mining and staking income — reported correctly, not guessed at.
Estimated-tax reports and planning through the year, adjusted at your quarterly review — so you make decisions in the current year instead of waiting until April.
Behind on filing? We prepare non-filed returns and bring back taxes current, year by year, until you’re caught up.
Got a notice? We review it with you and advise on the best next steps — such as filing an amendment — so you respond correctly and on time.
Payroll run through Gusto — we’re a Gusto Bronze Partner — for teams from a single employee to twenty.
Payroll tax filings handled for payroll clients, on schedule, as part of the service.
CFO-level review of margins, pricing, and plans — scaled to a small business, and anchored by your quarterly review meeting.
Know what’s coming in and what’s going out, months ahead. Your profit, in plain sight — not a guess.
Simple checks and separations of duty that protect the business you’ve built, sized for a small team.
A clean QuickBooks Online setup, built right from day one — chart of accounts, connections, and workflows that match your business.
An existing file, diagnosed and tuned: miscategorized transactions and stale reconciliations set right.
We work in QuickBooks Online only — one platform, mastered deeply, with an Advanced Certified ProAdvisor leading your account.
Flat-rate packages — never hourly. Your scope and fee are quoted in writing after discovery, before work begins.
The trades and professions we know best — each with its own income patterns, deductions, and deadlines, all served virtually in all 50 states.
Retainers and project income, with quarterly estimates that keep pace.
Session income and practice expenses, kept clean, organized, and private.
Royalties, advances, and freelance income — sorted all year.
Commissions, rentals, and Schedule E, tracked property by property.
Shoot income, gear, and travel — categorized as you go.
Including Etsy sellers: materials, marketplace fees, and sales, reconciled monthly.
Booth rent, tips, and product sales — no more year-end shoebox.
Job costs, crews, and 1099s, handled without the paperwork pile.
Parts, labor, and shop expenses, reported in plain sight.
Inventory, sales channels, and payouts — matched and reconciled.
If you run a small business and wear many hats, the system fits. Ask us at discovery.
Start with a discovery →Choose the door that fits — bookkeeping or taxes. Your discovery is booked with a deposit that’s credited toward your services when you engage.
You get a proposal with your scope and flat fee in writing, plus an engagement letter and ACH agreement. No work starts before payment is set up.
Documents move through our secure, bank-encrypted client portal — paperless from day one, with replies within 24 business hours.
Transactions categorized, accounts reconciled, financial statements delivered — every month, on rhythm.
Each quarter we review your financials and adjust your estimated taxes together. When tax time comes, your return is prepared and e-filed by the team that kept the books.
We respond to our clients’ messages within 24 business hours — through the secure portal, where everything stays in one place.
Quoted exactly as clients wrote them. Listed among Expertise.com’s 18 Best Denver Bookkeeping Services.
“Amy is a wealth of knowledge and always willing to answer a question. I have also heard Amy present educational talks, and she has the ability to make things understandable even if you are not a numbers person. Amy has high integrity and always does what is right for her clients.”
“We can’t thank this wonderful lady enough for all her hard work getting our 2018 taxes done. Amy guided us through the process and kept us on track. She is highly skilled and knowledgeable, and was able to resolve some complex tax issues for us. She is highly efficient, thorough and caring towards her clients. My husband and I can’t recommend her highly enough for all your tax and bookkeeping needs. Thank you so much Amy! We couldn’t have gotten through this without you!”
“Amy is a true professional and very friendly, detail oriented and helpful. I highly recommend reaching out to her for your tax prep and bookkeeping needs!”
“Amy is so thorough and professional. She is extremely knowledgeable and reliable too. Highly recommend!”
“Professional and Dependable!”
“Accurate and fast! Thanks!”
“Amy has been doing my taxes for years now and will continue to do them for years to come. She’s very organized, prompt and helpful. She’s very knowledgeable about many different issues and will explain the situation. She has excellent customer service, I couldn’t recommend her enough.”
“Amy is a wealth of knowledge and is great with small business taxes!!”
“Amy is amazing at helping her clients by supporting their bookkeeping and tax needs. Highly recommend!”
Gusto Bronze Partner · Advanced QuickBooks Online ProAdvisor · Authorized IRS e-file Provider · Charter Member, Digital Bookkeeper Association
Amy Iannone founded Professional Bookkeeping & Tax Assistants in Denver in 2017, bringing 20+ years of management, payroll, and bookkeeping experience to owners who wear many hats. Her standard is the one this firm runs on: we are much more than data entry operators — we meet with you all year, so your profit is never a guess and April never brings a surprise.
The firm is 100% virtual and paperless, with a 100% USA-based team serving clients in all 50 states. Amy is an Advanced QuickBooks Online ProAdvisor and an Authorized IRS e-file Provider, a Gusto Bronze Partner, and a charter member of the Digital Bookkeeper Association. She’s also a featured member and guest expert with SHE Leads and The Pledgettes, and a member of Good Business Colorado, TARRA, and Ask Your Girls.
Our consultations are paid — and every dollar is credited toward your services when you engage. That’s the deal, in writing, before you book. Pick your door:
Two 1-hour Zoom calls, a QuickBooks Online analysis, a document review, and a written proposal — with $100 off your first bookkeeping invoice when you engage.
Book a Bookkeeping DiscoveryA review of your last two years of tax returns plus your Secretary of State filing, and a written proposal — with the $75 credited off your first tax-prep invoice.
Book a Tax DiscoveryOne hour with Amy on one knotty question — plain-English answers, credited toward your services if you engage. Call to schedule.
Call (855) 736-BOOKPrefer to send documents first? Clients use our secure portal — Send Us A File.
Yes. We are a virtual, paperless firm based in Denver, Colorado, serving clients in all 50 states. Our team is 100% USA-based — we do not outsource work overseas. Documents move through our secure, bank-encrypted client portal, and meetings happen over Zoom.
QuickBooks Online only. One platform, mastered deeply: your account is led by an Advanced QuickBooks Online ProAdvisor, and every bookkeeping package runs in QuickBooks Online.
Bookkeeping is one flat monthly rate, set by package and volume — never hourly — and tax returns are flat-rate by type and complexity. Your scope and fee are quoted in writing after a discovery call or document review, before any work starts. There are no surprise invoices.
Often, yes. Many of our monthly bookkeeping packages include your business tax return, so you don’t pay an additional fee at tax time. Your proposal spells out exactly what your package includes.
Yes — catching up is a specialty here. We prepare non-filed tax returns and bring back taxes current, year by year. If you’ve received an IRS notice, we review it with you and advise on the best next steps, such as filing an amendment.
We respond to our clients’ messages within 24 business hours. Questions go through the secure client portal, where everything — documents, answers, and next steps — stays in one place.
Every engagement starts with an engagement letter and an ACH agreement; we accept ACH and e-check payments, and payment plans are available. Work begins once payment is set up — clean and documented from day one.
No long-term lock-in. Disengagement takes a 30-day written notice — straightforward, in writing, with your books in order when you leave.
Bookkeeping and taxes with a quarterly rhythm — from Denver, to all 50 states. Start with the discovery that fits, or call us the old-fashioned way.
Professional Bookkeeping & Tax Assistants
865 Albion Street, Suite 250 · Denver, CO 80220
