Be Legit Books

Clarity in Numbers. Confidence in Strategy.

Bookkeeping service (show on map)

5.0

★★★★★

8 reviews

Be Legit Books provides AI-powered automated bookkeeping and tax preparation services for small businesses, specializing in real estate media agencies and serving clients across all 50 states.

Call (408) 381-4136

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About

Be Legit Books believes that behind every successful business is a foundation of financial clarity and confidence. They are more than just bookkeepers; they are trusted partners in success, committed to being reliable, accessible, and straightforward.

Their commitment goes beyond balancing numbers - bringing real solutions, grounded advice, and proactive strategies to the table. Founded in 2020, their mission is to empower business owners with real-time financial tools that provide meaningful value.

AI-powered automated bookkeeping

Serves clients in all 50 states

Specializes in real estate media agencies

Founded in 2020 with modern approach

Real-time financial visibility

Strong data security with AWS infrastructure

Multi-entity management capability

Services

Automated Bookkeeping

AI-powered bookkeeping that automates daily financial tasks including transaction processing, reconciliation, and reporting with real-time insights and compliance monitoring.

Real-time Transaction Processing Automated Reconciliation Financial Compliance Monitoring Instant Insights Dashboard Access

Tax Preparation Support

Tax preparation and filing services with experienced CPAs to ensure accurate returns and maximum deductions.

Tax Return Preparation Tax Filing Tax Strategy Audit Support

Financial Health Assessment

Tools to assess your business credit, cash flow, and funding readiness to build a strong financial foundation.

Credit Score Assessment Cash Flow Analysis Funding Readiness Evaluation

Catchup Pro

Service to update years of outdated records and settle overdue tax filings quickly and effortlessly.

Backlog Record Updates Tax Filing Settlement Quick Setup

Starter Plan

Monthly bookkeeping package for solo entrepreneurs and freelancers including monthly bookkeeping, basic financial reports, QuickBooks setup support, and email support.

Monthly Bookkeeping Basic Financial Reports QuickBooks Setup Support Email Support 1-on-1 Onboarding Call

Business Plan

Monthly bookkeeping package for growing small businesses including tax preparation support, QuickBooks optimization, monthly financial statements, and email plus phone support.

Tax Preparation Support QuickBooks Optimization Monthly Financial Statements Email and Phone Support Quarterly Strategy Call

Credentials & Certifications

Dedicated QuickBooks ProAdvisor

Reviews

Rating

★★★★★

Reviews

"Anais and her team are amazing, reliable, and always responsive."

Frequently Asked Questions

What services does Be Legit Books offer? +

Be Legit Books offers automated bookkeeping, tax preparation support, financial health assessment, and Catchup Pro services for businesses looking to get their books in order.

Who can benefit from Be Legit Books? +

While Be Legit Books specializes in supporting real estate media professionals, their services extend to a wide range of businesses of all sizes and industries.

What accounting methods does Be Legit Books support? +

Be Legit Books handles both cash and accrual bookkeeping methods. They start with accrual bookkeeping from the beginning to help businesses transition smoothly as they expand.

Does Be Legit Books support entrepreneurs with multiple businesses? +

Yes, many Be Legit Books clients manage more than one business, and their bookkeeping solutions are designed to handle multi-entity management with ease.

What is the onboarding process? +

The onboarding process involves connecting your accounts and customizing your dashboard in just one click, with full financial visibility available as soon as setup is done.

Is support included with Be Legit Books subscriptions? +

Yes, support is a core part of the subscription with direct access to a dedicated accounting advisor. They aim to respond to all inquiries in real time.

What security measures does Be Legit Books have? +

Be Legit Books uses cutting-edge cloud security, strict compliance standards, continuous compliance through rigorous assessments and audits, encryption for data in motion and at rest, and infrastructure hosted on AWS.