Special Offer 10% off - Bookkeeping Services

Leo Financial Services, LLC
Leo Financial Services, LLC
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Leo Financial Services LLC

Leo Financial Services LLCLeo Financial Services LLCLeo Financial Services LLCLeo Financial Services LLC

Expertise. Commitment. Value 

Book Today

Leo Financial Services LLC

Leo Financial Services LLCLeo Financial Services LLCLeo Financial Services LLCLeo Financial Services LLC

Expertise. Commitment. Value 

Book Today

We want to help your business GROW.

You'll have more time

You'll have peace of mind

You'll have peace of mind

 To focus on sales, marketing, and customer retention, thus increasing your new and recurring income!

You'll have peace of mind

You'll have peace of mind

You'll have peace of mind

Know that you can call us with any question, comment, or concern that affects your business or personal situation, and we'll be there to help!

You'll be able to plan

You'll have peace of mind

You'll be able to plan

 Whether for taxes or other life investments, you'll always know where you stand with monthly financial and tax planning experts at your fingertips!

bookkeeper's smiling picture

Diem Nguyen -Certified Quickbooks ProAdvisor

With up-to-date bookkeeping, you will be prepared to make well-informed business decisions. Let me take care of your burden by maintaining your bookkeeping closely daily. You will be worry-free knowing I'm a certified QuickBooks Online ProAdvisor.

Book A Consultation

What Other Benefits Do You Get?

Privacy and confidentiality:

 Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe, but an internal employee may not have the same high ethical standards, or you may not want your staff to access all your financial information. 

Lower Payroll Costs:

 Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions, thus avoiding wages, payroll taxes, and other fringe benefit costs. 

Red Carpet Service:

  At tax time, those that are organized and ready to roll get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension.  

WE APPRECIATE YOUR INPUT!

Do you want to learn how to use QuickBooks for your business or expand your existing knowledge?

A QuickBooks ProAdvisor is the closest thing to learning from QuickBooks directly. With a QuickBooks ProAdvisor, you get straightforward advice and information that is accurate, up to date, and answers your questions. If you want to become a QuickBooks power user, no one better than a QuickBooks ProAdvisor can teach you. 

          QuickBooks Online Proadvisor certificate 

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QuickBooks Online Subscriptions

There's much to see here. You can find the best-saving accounting tool with Quickbooks Online Subscription to outsource payroll, payment service, time-sheet, and tax needs.

Find out more
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Gusto Payroll Services

There's much to see here. You can find the best-saving accounting tool with Gusto Payroll Subscription and more. 

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Frequently Asked Questions

Please reach us at info@leofinancialservices.com if you cannot find an answer to your question.

QuickBooks ProAdvisors help business owners and their accountants get the most out of QuickBooks by:

  • Helping you choose the correct version of the software for your business.
  • Setting up QuickBooks properly, creating or importing the company file, and completing the chart of accounts.
  • Customizing QuickBooks to the unique needs of your business.
  • Training your employees on what they need to know about QuickBooks in their role.
  • Clean up your QuickBooks installation and company file to reduce the size and eliminate clutter.
  • Generating relevant financial reports to keep a pulse on your data.
  • Consulting on how to use QuickBooks to grow and improve your business.


We will categorize all business-related income and expense transactions every month and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business's past to make decisions on your business's future. Unlimited email and text support are also included. Answer to this item.


 Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-ons include accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation, and legal help. Monthly strategy sessions are also available for additional fees. 


Once you have selected to enroll in the Basic Bookkeeping package, you can review additional services in more detail and select those that suit your business best. 


 Our team members are CPAs, legal professionals, and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We also belong to an extensive network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast. 


Once you enroll, follow our directions to get to work ASAP. The first step in onboarding is to book a call for an introductory phone call. We love chatting with our new clients to serve them well. In the second step, we schedule another Zoom call to discover the issue before sending the client's quotes. In the final stage, the client signs the Engagement letter when they accept the quote.  


 Ideally, our bookkeeping team will need access to your business bank, and credit card accounts to complete your monthly financials efficiently. Many banks allow for an accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high. 


We pride ourselves on being very responsive to our client's essential inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly. 


Due to the flexible nature of bookkeeping work, many team members work various hours day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls. 


Yes. Our team must use Quickbooks Online to handle the bookkeeping at the above price. Versions - Essentials, Plus, or Advanced are all acceptable. Quickbooks Self Employed is not. If you have a current subscription, you are ahead of the game—no need to get another subscription. If you do not have a subscription, We will walk you through setting it up. We can offer 30% off subscriptions to our new clients for 12 months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start. 


 Yes, an engagement letter is required. You can click that you accept the terms of service, which will act as our engagement letter. It will be available for download after you signed the letter.


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LEO FINANCIAL SERVICES LLC

9245 Laguna Springs Dr suite 200, Elk Grove, CA 95758, USA

+1 (916) 892 - 5292

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

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Special offer 10% discount for bookkeeping services

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