Business Details
24 Years
experience
Your Trusted Accounting Partner in Clermont, FL
Best Kept Books Too has been delivering personalized accounting and bookkeeping services to Clermont, FL since 2002. Our approach prioritizes individual client relationships, ensuring accuracy and compliance while managing financial transactions, tax preparation, and payroll solutions. With our expertise in IRS regulations and a commitment to transparency, we empower businesses to focus on growth while we handle their financial needs. Our team, led by owner Patti Jo Jerrigan, combines decades of experience with a client-centric philosophy, guaranteeing tailored support that adapts to evolving business challenges.We emphasize precision in bookkeeping, proactive tax planning, and exceptional customer service, ensuring clients receive reliable guidance. Our reputation for dependability, reflected in long-term client partnerships, underscores our dedication to fostering financial stability and trust within the community.
Services
Bookkeeping
Tax Return Preparation
Payroll Processing
IRS Issue Resolution
Financial Reporting
Notary Services
Details
- Year established: 2002
Highlights and features
- Owner-led, personalized service since 2002
- Certified experts in IRS-compliant tax preparation
- Notary services for financial document verification
- Proven track record with 10+ year client relationships
- Transparent, affordable pricing tailored to business needs
Associations and certifications
- Registered Tax Return Preparer with IRS
- National Tax Professionals
- National Association of Certified Public Bookkeepers
What people say
Fast, friendly service
Professional, accurate
Efficient and courteous
Reliable and knowledgeable
Personal interest in clients
Services
Bookkeeping
Our bookkeeping services encompass daily expense tracking, cash receipt encoding, and accurate transaction recording. We ensure businesses maintain organized financial records for informed decision-making. Clients benefit from streamlined operations and compliance with accounting standards.
Tax Return Preparation
We specialize in preparing business and personal tax returns with precision, ensuring IRS compliance. Our team stays updated on tax law changes to maximize deductions and minimize liabilities. Clients receive timely, error-free filings tailored to their financial situations.
Payroll Processing
Our payroll services include processing payments, tax withholdings, and generating reports. We handle payroll liabilities and ensure deadlines are met. Businesses save time while maintaining accuracy in employee compensation and regulatory compliance.
IRS Issue Resolution
We assist clients in resolving past tax return issues and IRS disputes. Our expertise includes collections letters, liability planning, and compliance guidance. Clients receive strategic support to address tax-related challenges efficiently.
Financial Reporting
We provide detailed monthly and quarterly financial reports, including balance sheets and income statements. These reports help businesses monitor performance and make data-driven decisions. Our reporting ensures clarity and transparency for stakeholders.
People
Patti Jo Jerrigan
Owner & President
With over two decades of experience, Patti Jo Jerrigan leads Best Kept Books Too in providing personalized accounting solutions. Her expertise in IRS compliance and dedication to client satisfaction have built long-term trust within the community.
Questions
What accounting services do you offer?
We provide bookkeeping, tax preparation, payroll processing, IRS issue resolution, financial reporting, and notary services for businesses and individuals.
Are your team members certified?
Yes, our staff includes IRS-registered tax preparers and members of the National Association of Certified Public Bookkeepers.
How do you handle client confidentiality?
We prioritize data security and maintain strict confidentiality protocols to protect sensitive financial information.
Can you assist with past tax issues?
Yes, we specialize in resolving historical tax return problems and IRS compliance challenges efficiently.
What industries do you serve?
We work with diverse sectors including construction, engineering, property services, and small businesses in Clermont, FL.
Do you offer notary services for financial documents?
Yes, we provide notary services to authenticate financial documents as part of our comprehensive accounting solutions.
