Business Details
24 Years
experience
Your Trusted Partner for Accounting & Bookkeeping Solutions
Since 2002, Best Kept Books Too has provided personalized accounting and bookkeeping services to businesses and individuals in Clermont, FL. Our team of certified professionals, led by owner Patti Jo Jerrigan, specializes in accurate financial record-keeping, tax preparation, and payroll solutions. We prioritize direct client relationships, ensuring each client receives tailored attention and expert guidance. Our IRS-registered status and membership in professional organizations reflect our commitment to industry standards. With over two decades of experience, we help clients streamline financial operations while maintaining compliance.Our services include bank reconciliations, financial reporting, tax planning, and notary services. Clients consistently praise our reliability, affordability, and exceptional customer service. We serve as a one-stop shop for businesses seeking comprehensive financial management support. Our approach combines technical expertise with a personal touch, making complex financial tasks accessible and stress-free. By focusing on transparency and client education, we empower businesses to grow confidently.
Services
Bookkeeping
Tax Preparation
Payroll Processing
Financial Reporting
IRS Representation
Notary Services
Estate Tax Planning
Corporate Incorporation
Credit Card Reconciliation
Quarterly Tax Reports
Details
- Year established: 2002
Highlights and features
- Over 20 years of experience in accounting and bookkeeping
- Personalized service with direct owner involvement
- IRS-registered tax professionals
- Comprehensive financial solutions for businesses and individuals
- Proven track record with long-term clients
Associations and certifications
- Registered Tax Return Preparer with IRS
- Member of National Tax Professionals
- Member of National Association of Certified Public Bookkeepers
What people say
Fast, friendly service
Professional, efficient, courteous
Highly informative
Caring professionals
Helpful, loyal, trustworthy
Services
Bookkeeping
Our certified bookkeepers maintain accurate financial records, ensuring daily transactions are properly documented. We handle invoicing, bank reconciliations, and cash receipt encoding to support business growth. Clients benefit from organized financial data that simplifies decision-making and compliance.
Tax Preparation
We prepare business and personal tax returns with precision, minimizing liabilities while maintaining IRS compliance. Our team handles past-year returns and tax planning strategies. Clients receive timely filings and proactive guidance to optimize their tax positions.
Payroll Processing
We manage payroll processing, liability preparation, and quarterly unemployment reports. Our system ensures accurate employee payments and tax filings. Businesses save time while maintaining compliance with federal and state regulations.
Financial Reporting
We generate detailed monthly financial reports and collections letters. These documents provide business owners with clear insights into cash flow, expenses, and financial health to support strategic planning.
IRS Representation
Our IRS-registered professionals assist with tax issues and representation. We resolve past-year discrepancies and communication challenges, providing clients with expert advocacy and compliance solutions.
People
Patti Jo Jerrigan
President and Owner
With over 20 years of experience, Patti Jo Jerrigan leads Best Kept Books Too, providing personalized accounting solutions. She ensures clients receive direct attention and expert financial guidance tailored to their specific needs.
Questions
What accounting services do you offer?
We provide bookkeeping, tax preparation, payroll processing, financial reporting, IRS representation, notary services, and corporate incorporation support.
Are your professionals certified?
Yes, our team includes certified bookkeepers and IRS-registered tax professionals with memberships in National Tax Professionals and National Association of Certified Public Bookkeepers.
How do you handle client communication?
We prioritize direct communication, with owner Patti Jo Jerrigan personally meeting clients and providing ongoing support through phone consultations.
What areas do you serve?
We primarily serve Clermont, FL, with clients across various industries including construction, engineering, and lawn care services.
Can you assist with business incorporation?
Yes, we offer incorporation setup including corporate book preparation and ongoing financial management for new businesses.
