If your books are behind, messy, or just not making sense, this toolkit gives you a clear and strategic process to clean them up without the overwhelm.
- Use a 4-step framework to clean up your books.
- Identify common red flags and gaps in your current system.
- Know when it’s time to DIY—and when to bring in backup.
Get the toolkit and take the first step toward clean, confident books.
Not all losses make noise—some just quietly drain your bottom line. This checklist helps you uncover the hidden inefficiencies that are costing your business more than you think.
- Identify 10 common ways businesses lose profit.
- Assess how many leaks are impacting your financial health.
- Learn what to fix now to reclaim control.
Download the checklist and stop letting profit slip through the cracks
This guide gives you a clear roadmap to wrap up your finances, prepare for tax season, and step into Q1 ready to make smarter, data-backed decisions.
- Follow a step-by-step checklist to finalize your year-end financials.
- Organize key documents and reports for a stress-free tax season.
- Set your business up for strategic growth in the year ahead.
Grab the guide and start next year with clarity and confidence.
Use this ready-to-go chart of accounts to categorize transactions more efficiently and ensure your bookkeeping system aligns with your business needs.
- Includes essential account categories for assets, liabilities, income, and more.
- Designed for easy customization based on your specific business model.
- Helps reduce errors, improve reporting, and simplify tax prep.
Download the template and bring structure to your financial system.
I am/was in charge of all the accounting aspects for our Law Firm. Until I discovered TEVA Solutions in 2014. We have hired previous services to assist in the accounting processes however, they got into serious trouble with the IRS, payroll process and their customer service was terrible. So for 25 years I refused to trust any company or anyone with such an important aspect of our business. In the wrong hands it could shut us down forever! TEVA and all its staff have been extremely helpful, informed, great problem solving, think outside the box, organized, flexible, always available, friendly, professional, visionaries about our business goals, and have blended into our business. Also, they don’t just talk at you, they talk with you. They have become part of our team, not just a company we have hired. With their multitude of services we have solved so many problems! Their company is designed to not only do tasks but solve problems with solutions! Thank You to all at TEVA!
We have been using TEVA Bookkeeping services since Jan. 2014 and are very happy with the results and the amount of time and money we’re saving by having them do our books rather than ourselves. I feel our executive staff needs to focus on their roles CEO, COO, CMO… and not on doing bookkeeping. We firmly believe having the right qualified person do the job, trying to use a body that isn’t a pro just takes too much time. Before TEVA Bookkeeping we even tried hiring a temp to take care of this task, it turned out that was a waste of time due to turnover AND after hiring TEVA we found they didn’t really keep up with the latest practices. Now we have professionals who do all the work, provide us with regular financial reports and insights into our cash flow. Don’t tell them but they are worth twice as much as they charge and cheaper than doing it yourself.