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Plutus Bookkeeping LLC

Choose the easiest way to start.

Schedule a complimentary 30-minute QuickBooks Review when you are ready to talk, or send a brief email question first. Either option begins with a clear, no-pressure conversation about the books.

Two Ways to Begin

Talk now—or send the details first.

You do not need to upload statements, grant QuickBooks access, or make a commitment before the first conversation.

Schedule a complimentary review

Choose a convenient time for a 30-minute screen-sharing conversation. We will discuss your current setup, what feels overdue or unclear, and the most practical next step.

  • No obligation
  • No sensitive records required before the call
  • Useful for owners who want to discuss the file live
Schedule the Review

Email a bookkeeping question

Not ready to put a meeting on the calendar? Send a short description of the business and the bookkeeping issue. Plutus can respond with the information needed to determine whether a call makes sense.

  • Helpful for pricing or service-fit questions
  • Share only general details at first
  • Do not email bank statements, passwords, or sensitive records
Start an Email Inquiry

Prefer to write directly?
Email info@plutusbk.com or call (716) 266-2902.
No passwords, bank statements, or sensitive financial records are needed for an initial inquiry.

Helpful Background

What to include in your first message

A few practical details make it easier to provide a useful response without requesting private financial information.

  • Business type and accounting software
  • Monthly, quarterly, or catch-up service needed
  • Approximate number of bank and credit-card accounts
  • Whether the books are current, several months behind, or uncertain
  • The main problem you want solved

What the review covers

  • How current the books are
  • Reconciliation and reporting needs
  • Transaction volume and account complexity
  • Whether cleanup is needed before ongoing service
  • The next practical step and expected scope

Plutus provides bookkeeping services only. Tax-return preparation, tax advice, and representation before tax authorities are not offered.