Accounting for Business and Personal Accounts
Full charge bookkeeping services
- ACCOUNTS PAYABLE – Monthly recurring bills paid, reports to your for approval, or use bill.com, W-9’s collected and 1099 Year End Tax filing.
- ACCOUNTS RECEIVABLE – Invoicing, Payment Receipts, Deposits, many of our customers have their bills and deposits mailed to us directly.
- COLLECTIONS – Statements issued, collections letters, direct contact per your request.
- BANK RECONCILIATIONS – Know your outstanding checks, make sure fraudulent activity has not taken place.
- CREDIT CARDS – Expense tracking, monthly reconciliations, we also set you up to receive credit card payments from your customers.
- PAYROLL PROCESSING – Offer direct deposit to your employees, online check-stub and W-2 viewing, monthly tax deposits, quarterly tax filing.
- LICENSING & PERMITS – Guidance and instructions, we can also do the filing for you.
- SALES & USE TAX – Making sure you’re collecting the right %, quarterly deposits and tax form filing.
- BUDGETING – Know your fixed and variable monthly costs, so you can survive in these tough times.
- FINANCIAL STATEMENTS – Profit & Loss (Income & Expense), Balance Sheet (Assets, Liabilities & Equity), Statement of Cash Flows.
- OTHER REPORTS – We will also create specialized reports based on your industry.
- FIXED ASSET LOGS – You must keep a log of your assets purchased by date and when the depreciation was applied.
- DEPRECIATION TABLES, AMORTIZATION TABLES.
- JOB COSTING – very helpful in the construction industry.
- ORGANIZING – Organizing your file structure so you know where to find it! We offer onsite storage.
Xero, Quickbooks Desktop, Quickbooks Online, Wave, Hubdoc, Tsheets, Sharefile, Square, PayPal, Stripe, Quickbooks Payments, Hubstaff, ADP, Gusto.
Quickbooks Pro Advisor Member.
American Institute of Professional Bookkeepers Member.
Able to maintain any accounting system or software – virtually and/or onsite.
Business Start up – Chart of Accounts setup, General Ledger, Guidance on Entity Choice, State, City, and Federal requirements.
Policies – Procedure guidance and setup.
Personal bookkeeping
We also offer personal bookkeeping services.
- The same reasons exist for maintaining your personal accounts with the precision of your business accounts.
- You still need to know your balances, outstanding checks, where that money is going etc.
- Efficient system of recording your finances, filing the necessary paperwork for backup and knowing what is tax deductible.
- Peace of mind in knowing where your finances stand is priceless.
- Let us help your elder relatives get their bills set up to pay automatically.
Convenience
Having up to date and accurate financial records is the number one priority of any business. Let us take care of that so you can get back to running your business, and keeping your customers well serviced. Daily, Weekly, Monthly, Quarterly – It’s your choice.
Let us help you decide what are the right accounting programs and add-on apps to run your business smoothly:
