The short answer
AZ Easy CPA provides bookkeeping services for Gilbert, AZ businesses from our office in neighboring Chandler. Chris Badulescu, CPA, and his team handle monthly bookkeeping, cleanup and catch-up work, QuickBooks setup and compiled financial statements, meeting with Gilbert owners in person or online. Monthly plans typically start around $300.
Which Gilbert businesses do we work with?
Gilbert has grown into one of the largest towns in the country, and much of its economy is owner-run service businesses: home services, health and wellness practices, salons and family restaurants. Many started at a kitchen table and grew faster than their bookkeeping.
We work with Gilbert owners across most of the industries the town is known for, including therapists and counselors, dental practices, salons and barbershops, restaurants and the trades such as plumbers, HVAC companies and landscapers. A lot of Gilbert businesses are home-based or run with a small team, which makes clean books and a separate business account especially important.
- Home-based businesses that have outgrown a spreadsheet
- Practices that bill insurance and private pay
- Home service companies with trucks, crews and seasonal swings
- Restaurants and shops around the Heritage District
What bookkeeping services do you offer in Gilbert?
AZ Easy CPA offers Gilbert businesses monthly bookkeeping, cleanup and catch-up, QuickBooks setup and training, compiled financial statements, fractional CFO support and new business setup, all led and reviewed by Chris Badulescu, CPA.
Gilbert clients use the same services our Chandler clients do:
- Monthly bookkeeping: every account reconciled and the month closed and reviewed by a CPA
- Bookkeeping cleanup and catch-up bookkeeping for books that are messy or months behind
- QuickBooks setup and QuickBooks training for you or your in-house bookkeeper
- Compiled financial statements in GAAP format for lenders, landlords and bonding
- Fractional CFO support and accounting consulting when you need forecasts and a plan
- LLC formation and S-Corp election guidance for new and growing Gilbert businesses
Can I meet with a bookkeeper in person from Gilbert?
Yes. Our office at 2705 S. Alma School Road in Chandler is a short drive west of Gilbert, so meeting Chris in person is easy. Most Gilbert clients keep it simple and work online, with a call or video meeting each month.
Your books live in QuickBooks Online, your bank feeds connect securely, and documents come through our secure upload portal instead of email. When you want to sit down and go through the year or plan a big purchase, come by the office.
How does Arizona TPT work for Gilbert businesses?
Arizona transaction privilege tax (TPT) is filed through the Arizona Department of Revenue, and the rate a Gilbert business owes is the state rate plus the county and city rates for its business activity. Your books need to track taxable sales by location and activity so every return matches what QuickBooks shows.
Gilbert is a town, and its town privilege tax is collected through the state along with the Maricopa County and Arizona state portions. Gilbert businesses that also sell into Chandler, Mesa or Queen Creek, such as contractors and home service companies, may owe different city rates for work done in each city, so we track sales by location where it matters.
We set up sales tax items in QuickBooks so taxable and nontaxable income are separated, reconcile what was collected against what was filed, and keep the liability account clean so it is never a surprise. We record and reconcile TPT; the returns themselves can be filed by you or one of our tax and payroll partners.
How much does a bookkeeper cost in Gilbert?
Monthly bookkeeping plans for Gilbert businesses typically start around $300 a month. The price depends on how many bank and credit card accounts you have, your transaction volume, payroll and inventory, and how often you want to meet.
Cleanup and catch-up work is quoted as a project once we have seen the books, so you know the cost before work starts. During the free consultation Chris will tell you which plan fits and what it would cost, and you can compare that with hiring an in-house bookkeeper or doing it yourself. See what monthly bookkeeping includes.
How do we get started?
Free phone call
Tell Chris about your business, your books and what is not working. No cost and no obligation.
Look at the books
With your permission we review your QuickBooks file or records so the scope and price are accurate.
Written proposal
You get a defined scope and a monthly or project price before any work starts.
Books you can rely on
We clean up or take over the monthly work and walk you through the reports each month.
Gilbert, Arizona questions
Do you have an office in Gilbert?
Our office is in Chandler at 2705 S. Alma School Road, Suite 2, a short drive west of Gilbert. Gilbert clients can meet in person there or work with us entirely online.
Do you work with Gilbert home service companies?
Yes. We work with plumbers, HVAC companies, electricians, landscapers, pool service companies and general contractors, including job costing, truck and equipment loans and syncing field service software with QuickBooks.
Can you take over from my current Gilbert bookkeeper?
Yes. We review the books first, fix anything that is off, and then take over the monthly work so there is no gap. If your books are behind, catch-up comes first.
Do you prepare taxes for Gilbert businesses?
We do not prepare tax returns or run payroll in house. We keep the books tax ready all year and work with trusted tax and payroll partners, or with the CPA or preparer you already use.
Other areas we serve
Our office is in Chandler, and we work with businesses across the East Valley and Arizona.
