New and Returning Clients


Please complete the following forms prior to your appointment. 

You may return the completed forms to, upload them into your secure online portal (existing clients), or bring them to your appointment

Client Intake Form (pdf)


Serving Our Community

Our family-owned business has been serving the community for more than 10 years. The Bookkeeping Plus team has grown to include experienced tax professionals, payroll specialists, and bookkeepers who dedicate their support to provide both personal and professional financial services.

Our Small Business Services

Bookkeeping Plus offers these services and much more!

  • Tax Prep for individual and business clients
  • Payroll services for your business
  • Monthly Sales Tax- Business
  • Bookkeeping for personal and business
  • Bill Payment
  • ITIN Application and Renewal
  • QuickBooks Consulting and Training


  • Bookkeeping: Manage daily transactions
  • Payroll: Management of payroll and taxes
  • Planning: Reporting and advice to support growth
  • Accounts Payable & Receivable: Management of supplier and customer invoices tax consultant QuickBooks
  • ITIN: Applications and Renewals


  • Reporting: Help directors make informed decisions
  • Capital Fundraising: Advice on seeking equity to help grow your business
  • Mergers & Acquisitions: Financial planning for mergers and acquisitions

Better yet, see us in person!

We love our clients, so feel free to visit during normal business hours.

Bookkeeping Plus

635 North Main St., Suite E Shelbyville, Tennessee 37160, United States

(931) 685-0503


Open today

08:00 am – 05:00 pm

Drop us a line!