Zenbooks

Zenbooks was hired by Moniker Partners, a corporate travel and retreat planning company, to clean up and manage their bookkeeping, oversee taxes and advise on tax strategies, as well as manage payroll and expenses. The team at Zenbooks was chosen for their great culture fit, good value for cost, and aligned company values. They successfully cleaned up the books which had been left in a state of disarray by a previous cloud accounting firm, and now oversee month-end bookkeeping, profit and loss statements, tax filing and advisory, and payroll management.

In another project, Zenbooks provided accounting services to a commercial real estate company. The firm was hired to manage the day-to-day bookkeeping and complete annual corporate tax returns. Zenbooks was chosen for their aligned company values and they were able to quickly create simplified processes for managing the company's bookkeeping requirements, including payroll. They also successfully completed the company's fiscal 2022 corporate tax returns.

Zenbooks also worked with Beyond the Peak Inc., an outsourced conscious sales agency in the coaching and consulting industry. The goal was to streamline their bookkeeping, ensure their books were in order, and manage a large portion of payroll. Zenbooks was referred to the company and was able to successfully align the books, account for all transactions, organize for the accountant, produce profit and loss statements, and manage payroll.