Intelli Bookkeeping Is The Answer
Our Bookkeeping & Tax Management Services Are...
Scalable
At Intelli Bookkeeping, we know your startup is one-of-a-kind and that one size definitely doesn’t fit all. You need a bookkeeping team who can work with you and seamlessly transition reports for tax preparation. You need a team that knows your business inside and out-- especially if it’s scaling quickly.
Available
Will your bookkeeping team be there to answer your questions or take your calls-- even during their busy season? If you work with Intelli Bookkeeping, they will. Our small business bookkeeping and tax management services include access to our team by phone and email. Our tax management services even include monthly (or weekly) meetings to review data and answer your toughest questions.
Affordable
Few startups require a full-time in-house bookkeeper and tax accountant. But tax management service is essential for any size business. The bottom line: You need a trusted bookkeeper and tax adviser. And with bookkeeping and tax plans starting at a fraction of the cost of the accountants of yore, Intelli Bookkeeping is the answer.
Secure
When you work with Intelli Bookkeeping, your tax data is stored securely in the cloud. You’ll never worry about who has access to your data, passwords, filing cabinets, bank accounts or paperwork. We follow security best practices, keeping all of your data safe. Contact us today for bookkeeping and tax management services..
Our Bookkeeping & Tax Management Services Integrate Seamlessly With...

Xero
Beautiful Cloud Accounting With Xero

HubDoc
HubDoc is the best way to securely collect and manage all of your important financial documents.

Gusto
Businesses & startups choose Gusto to run payroll, file payroll taxes and manage benefits, health insurance, retirement, and more.
And Many More Apps & Tools!
Bookkeeping & Tax Management Has Never Been Easier
When you work with Intelli Bookkeeping, we’ll help you with everything:
- Setting up and configuring your accounts
- Managing your ongoing bookkeeping and accounting needs
- Helping you prepare and file your state and federal taxes-- an optional add-on service
Here's how it works:
Integrating With Payroll & Other Software
The less you have to manage the better! That’s why we’ll integrate your Xero or QuickBooks Online account with the software you need to run your business.
Connecting More of Your Favorite Business Apps
A growing number of custom integrations allow Xero or QuickBooks Online to connect directly with Gusto, Bill.com, Expensify and many other applications.
Importing Data From Your Bank
Your bookkeeping team will import transaction information from your bank in real time with no delays. And it’s completely automated!
Communicating With Your Expert Team
Need help? Our Xero and QuickBooks Online experts will create reports, analyze data, and meet with you to answer all of your questions.
Your Personalized Consultation
Let us know how we can help.
Fill out the form below and we’ll match you with the right services for your business.
Frequently Asked Questions
“Can you file my state and federal taxes?”
Yes! When you subscribe to our bookkeeping service, you’ll have the option to add-on our incredibly valuable tax management services. We can prepare and file both state and federal taxes for LLC’s, LLP’s, Sole Proprietorships, S-Corps, and C-Corps. This includes all the federal and state forms plus Delaware franchise tax and 1099 submission.
“Do you offer tax management, prep, and filing as a standalone service?”
Intelli’s tax management services are available only as an optional add-on to bookkeeping services.
“Do I need to file quarterly?”
Call us! We'll review your business and help you make sure your taxes are paid on-time.
“How do I send my bookkeeping team and tax advisors my receipts, expense reports, and other documents?”
You won’t believe how simple this can be! Intelli Bookkeeping uses a document management software called HubDoc. If you’re already a Xero or Quickbooks Online user, it’s really simple to get started using it!
“What about security? Will you have access to all my passwords?”
Privacy and security are very important to us. Transactions from your bank and credit card are downloaded securely without the need to share passwords, usernames, or other personal information. This “read-only” access keeps your tax and bookkeeping data safe and secure. To learn more, refer to our Privacy Policy or give us a call, (617) 580-5426.
Yes! When you subscribe to our bookkeeping service, you’ll have the option to add-on our incredibly valuable tax management services. We can prepare and file both state and federal taxes for LLC’s, LLP’s, Sole Proprietorships, S-Corps, and C-Corps. This includes all the federal and state forms plus Delaware franchise tax and 1099 submission.
“Do you offer tax management, prep, and filing as a standalone service?”
Intelli’s tax management services are available only as an optional add-on to bookkeeping services.
“Do I need to file quarterly?”
Call us! We'll review your business and help you make sure your taxes are paid on-time.
“How do I send my bookkeeping team and tax advisors my receipts, expense reports, and other documents?”
You won’t believe how simple this can be! Intelli Bookkeeping uses a document management software called HubDoc. If you’re already a Xero or Quickbooks Online user, it’s really simple to get started using it!
“What about security? Will you have access to all my passwords?”
Privacy and security are very important to us. Transactions from your bank and credit card are downloaded securely without the need to share passwords, usernames, or other personal information. This “read-only” access keeps your tax and bookkeeping data safe and secure. To learn more, refer to our Privacy Policy or give us a call, (617) 580-5426.



