money and stepsDo you know?

  • How much money your business has made this year?
  • Where you stand financially, or can predict where you will be in the future?
  • How to prepare your income statement or balance sheet in less then 10 minutes?
  • Which items to capitalize, or expense on your tax return? Do you know the advantages of either method?

When it comes to your business accounting processes, are you:

  • Keeping all of your receipts in the proverbial shoebox?
  • Using a computerized accounting system, such as Quickbooks, Outright or Freshbooks?
  • Frequently overlooking tax-deductible items or realizing you are missing receipts at Year-End?
  • Scrambling at Year-End to get your data compiled and organized to send to your tax preparer?
  • Having difficulties using QuickBooks, keeping it updated or transferring your current Quickbooks information into a newer version?
  • Having difficulty quickly and accurately preparing cash flow and balance sheet information?

Various Bookkeeping Tasks to Outsource

  • Maintain all accounting/bookkeeping records in a computerized system (Quickbooks Accounting Pro Advisor)
  • Accounts Receivable, Accounts Payable
  • Reconciliations
  • Payroll Services
  • Financial Reporting: Income and Expenses/Balance Sheet, etc.
  • Process employee payroll and submit all associated monthly, quarterly and annual payroll reports for Federal and State (where applicable)
  • Complete a one-time compilation and organization of business expenses and income, so you can send your tax preparer an organized, attractive document – instead of the proverbial shoebox of receipts!

One of the most common questions I get during my consultations with new bookkeeping clients is “How do I send you all of my documents?”

Here are the various options (select the method or hybrid method that works best for you):

  • scan and email
  • fax
  • snail mail

Bookkeeping Package Options:

Each option below starting at $65.00/per month

  • Monthly bank reconciliation and financial statement review
  • Client invoicing (Accounts Receivable)
  • Bill payments (Accounts Payable)

A la Carte Bookkeeping Options billed at $75/hour:

  • Quickbooks set-up
  • Prior period / historical data entry
  • Quickbooks training
  • Year End Preparation and Review
  • Annual 1099 and / or W2 preparation and reporting

Note: All monthly bookkeeping clients receive Year End prep and review and 1099 / W2 preparation and reporting at only $48/hr.