Client Portal

Bookkeeping. Accounting. Tax Advising. Payroll.
For Healthcare Businesses and Entrepreneurs

Why PlentyBooks?

We specialize in helping healthcare businesses and entrepreneurs save time, stay compliant, and maximize their financial success. We partner with you to handle all of your accounting needs accurately and efficiently, the way it needs to be done. With PlentyBooks, you won't get shifted between different people and departments, instead you get a dedicated team that you can reach out to at any time that handles all of your bookkeeping, payroll, tax planning, tax advising, and tax preparation needs.

Save Time

Once you start using our system, and interacting with our experienced professionals, you’ll see how quickly your daily, weekly and yearly accounting needs are accomplished.

Peace of Mind

We are your dedicated accounting team that monitors each one of your deadlines throughout the year, so you can rest assured that nothing will slip through the cracks to cause stress come tax time(s).

Safety and Convenience

The extremely detailed yet easy-to-use PlentyBooks client portal provides you and us with a reliable, safe, and secure location in the cloud to store and share your Financial and Tax documents. No longer will you need to hunt down lost emails... just log into your client portal to access all your documents.

Transparent and Affordable Pricing

PlentyBooks offers a variety of services & packages to fit every need for a business owner that's already established or wanting to take it to the next level! With our upfront costs there are no hidden charges and no surprises.

Overview of our Accounting Services

We specialize in helping  Chiropractors, Dentists, Physical Therapists and other Healthcare Professional Businesses. And their Owners.
Whatever your needs, PlentyBooks’ dedicated and experienced financial team is here to help you.

Tax Planning

With PlentyBooks you get an experienced professional who will provides you with the perspective needed to guide you through the tax process – both as it is and how it will change in the future – and help you devise a personal or business tax plan to get or keep you in the green.

  • Business income estimation
  • Personal income estimation
  • Expense determination
  • Business tax structure
  • Possible tax credit identification
  • Possible tax deduction identification
  • Devise the best tax strategy for your needs
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Tax Preparation

When you choose us to do your taxes, tax preparation will be so much less time consuming and much less stressful. We will help you get every deduction you deserve, and it’ll be your smoothest tax season yet — all done for you, in one place.

  • Individual tax returns
  • Business tax returns
  • Self Employed tax returns
  • Non-Profit tax returns
  • Back-year tax returns
  • Amended tax returns
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Tax Relief & IRS Resolution
Tax Relief & IRS Resolution

Tax Resolution

Are you behind on filing tax returns? Has the IRS imposed civil and/or criminal sanctions against you? We can help you!

  • IRS Representation
  • Preliminary resolution evaluations
  • Case Diagnostics
  • IRS Transcript Analytical reporting
  • Scenario simulations to determine the best resolution
  • IRS Resolution Planning Techniques & Strategies
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Bookkeeping

Proper bookkeeping is the bedrock which keeps every other aspect of your business clicking along on all cylinders.

  • Transaction entry
  • Bank Account reconciliation
  • Credit Card reconciliation
  • Categorizing expenses
  • Profit & Loss statement
  • Balance Sheet
  • Cash flow statement
  • Catch-up bookkeeping
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Payroll

Payroll can be complicated enough with even just one employee. Or you might be asking yourself as a sole proprietor, “How do I pay myself?” Even more daunting, doing payroll for tens or hundreds of employees. We got you! We will create a customized payroll solution that keeps you and your employees happy.

  • Paychecks
  • Payroll withholding
  • Direct deposit
  • Payroll reports
  • Payroll tax returns
  • Payroll tax payment
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testimonials

Our satisfied clients

  • Andrew and the team at Plentybooks really helped me get my bookkeeping and taxes in order. Since I own and run an Adult Foster Home I'm constantly busy 24/7. Andrew got right to work and I could tell that he went the extra mile to make sure I got all the deductions I could get.

    Diana A., Adult Foster Home Providor

  • The team at Plentybooks helped me significantly by getting my books and taxes caught up! Being a real estate professional and owner of a business, The Game Bag, I always have a lot on my shoulders. They do an excellent job keeping me updated on my books and other accounting needs. When the pandemic first hit, Andrew and his team helped me navigate all the SBA stuff. You won't be disappointed having Andrew and the team at Plentybooks on your side.

    Alan D., Realtor & Business Owner

  • Awesome help navigating the financial aspect up of my business!

    Lori M., Realtor

  • Taxes are never a fun thing for me. Working with Plentybooks, they made it quick, easy, & manageable! Definitely going to be using them again next tax season. Communication was quick & clear on what I needed to upload to them. It is reassuring that I can have someone so knowledgeable on this foreign language to me! I highly recommend using them for all your tax & financial needs!

    Kyla J.